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Financial services

your auditors can trace.

Answers cited to your own sources, with sensitive data masked first and every answer logged. Run it as SaaS or in your own tenant.

Customers

Financial institutions running NeuralSeek

M&A research, high-volume customer answers and internal knowledge, from Tokyo to Montevideo.

  • Trading house · M&A

    An M&A intelligence portal for one of Japan's largest trading houses.

    • A data-room portal replaces manually assembled evaluation decks
    • Pre-built research agents for capital structure, leadership, geography and financials
    • Bilingual Japanese and English PowerPoint output, generated on every upload
    • One governed platform, reusable across divisions
    Regulated M&A intelligenceRead the story
  • Retail & commercial banking

    A customer-facing digital banking assistant with guided loan applications.

    • A customer assistant for general digital banking questions
    • Loan applications with careful handling of customer data
    • Internal system integration governed by NeuralSeek Guardrails
    • Every regulated customer interaction under the same policy
    Digital banking · Loan applications
  • M&A advisory

    A research assistant that joins outside market data with the firm's own SharePoint, Outlook and Salesforce.

    • External market and sector research across filings, the web and news
    • Grounded in internal SharePoint, Outlook and Salesforce records
    • Analyst-grade synthesis with every claim cited back to its source
    • One view across the whole advisory workflow
    Cross-border M&A research
  • Universal banking · State bank

    A governed, on-premises assistant that answers employee questions about processes and policies.

    • Verified process and policy answers for every employee
    • No-code authoring, so the bank extends it without an IT queue
    • On-premises, with guardrails and audit logging built in
    • A foundation for extending the same service to retail customers
    Employee productivity · On-prem
  • Pension fund administration

    One answer engine behind every support channel.

    • Covers IVR, WhatsApp, the website and internal platforms
    • Consistent, policy-compliant answers from one verified knowledge base
    • Routine inquiries answered before they reach the support team
    • Guardrails enforce pension-sector rules on every reply
    Support offload · Multi-channel
  • Fintech · Digital payments

    A grounded virtual assistant for Mexico's first payments unicorn, wired into Salesforce.

    • Real-time retrieval over product, fee and account-setup knowledge
    • Salesforce integration for leads, second-line cases and identity checks
    • Topic recognition, with guided suggestions when a question is vague
    • Live on public cloud since 2022
    Digital payments · Public cloud

Story 1 of 6: Itochu

Also in financial services

Governance

Answer scores your risk team can review

Every answer is scored against the documents it came from, over the dates your reviewers pick.

Semantic confidenceHow closely each answer matches its source documents. Set a minimum, and answers below it get your approved fallback reply.

Security

What your security review checks first

These controls come with every deployment, including our SaaS.

  • PII detection and redaction

    Flag, mask, hide or delete personal data, configured by topic.

  • Full audit trail

    Every question, answer, score and settings change is logged, timestamped and attributed. Export it to S3, Splunk or Datadog.

  • Per-tenant isolation

    Separate keys per tenant. Your prompts, documents and outputs stay in your tenant and are never used to train models.

  • No training on your data

    Your data stays yours. Neither NeuralSeek nor its subprocessors use your prompts, documents or logs to train models.

Certifications we hold

Run NeuralSeek inside an environment your auditors already approved and it works under your network controls, key management, logging and incident process.

Audited

SOC 2 Type II

Audited every year.

NeuralSeek is SOC 1 and SOC 2 Type II audited and HIPAA compliant.

See certifications for details.

Questions from risk and compliance teams

Short answers to what decides whether a project goes live.

  1. Can you show us why it answered that way?

    Every answer carries its source passages and a confidence score. Each run can be replayed step by step: agent, model, output and timing. Every settings change is logged and can be undone, and logs export to the collector you already run.

  2. Our data must stay in our tenant.

    NeuralSeek runs in your own account, region or data center, with search, agents and logs alongside it. Bring your own model keys, or run an open-weight model on your hardware to keep the model inside too. Air-gapped deployment is standard.

  3. We already have a model provider and a team building on it.

    NeuralSeek works with the model you already use and adds search, guardrails and a full audit trail. Changing provider later is a settings change, and your apps stay as they are.

Start building with NeuralSeek today.

Sign up online and start with a two-week trial, or talk to a NeuralSeek expert about running it in your own cloud.