The problem: data sensitivity clashes with the need for speed
Asset managers, insurers and pension funds process daily streams of sensitive and complex data: client portfolios, contracts, risk reports and market analyses.
At the same time, regulators such as the FCA, PRA, AFM and DNB are sharpening their focus, and demands around explainability, traceability and data protection grow.
Many public AI tools (such as ChatGPT) send data to servers outside the EU and train on customer input — for financial institutions simply unacceptable.
The result: staff keep working manually, while competitors with secure AI are already moving ahead.
The solution: an AI that does work safely with financial data
Amaii offers a private AI solution that runs entirely within your financial institution's environment. No data sent to external servers, no training on customer information. The language model searches through your internal documents, reports and guidelines and provides answers with direct source references.
This way you effortlessly meet regulator and audit requirements, without sacrificing speed or usability.
- 100% private: data never leaves your environment
No cloud, no external APIs. Everything runs within your own infrastructure.
- Source references with every answer
The AI shows which document or report is the basis — essential for audits.
- Ready for the EU AI Act
Transparent, explainable and designed with privacy-by-design.
- No training on your data
The model is never trained on customer data. Your information stays yours.
How financial institutions use Amaii
From asset managers to pension funds: AI can add value in finance in many ways, provided it is done safely and explainably. A selection of the possibilities:
- Fast analysis of risk reports and annual reports
Analysts extract relevant insights from hundreds of pages in seconds.
- Support with compliance questions
Policy documents and regulation directly searchable for the team.
- Summarising client files and contracts
During review or handover, an immediate concise overview of the relevant history.
- Drafting initial reports
The model helps draft reports based on internal data.
- Accelerate onboarding of new employees
New colleagues can immediately ask the knowledge system.
Why privacy in finance is non-negotiable
Client portfolios, transaction data and risk positions are among the most sensitive information that exists. Yet many AI tools (including ChatGPT and comparable services) use customer data to improve models, or send data to servers outside the EU.
With Amaii that is impossible by design. The language model runs entirely within your own shielded environment. No connection to external servers, no data sharing with third parties, and no possibility for the model to "learn" from your client data.
In addition Amaii is fully prepared for the EU AI Act which requires transparency and explainability of AI systems — crucial for financial institutions under supervision of regulators such as the FCA, PRA, AFM and DNB.
Which financial organisations is Amaii suitable for?
Amaii is designed for financial institutions that work with sensitive data and need a secure, reliable AI system. Think of:
- Asset managers and family offices
- Insurers and reinsurers
- Pension funds and pension administrators
- Banks and lenders
- Fund managers and investment firms
- Financial advisory and compliance teams
Whether you have 50 or 5,000 employees: Amaii scales with the size and complexity of your organisation.
The human stays in the lead
AI in finance rightly raises questions. Can a machine decide on millions in client assets? At Amaii the answer is clear: no, and it does not need to. The AI model is a tool that retrieves, summarises and presents information. The specialist interprets, weighs and decides.
By showing source references with every answer, you can always check where information comes from. No "black box", but a transparent system that earns trust through openness — exactly what regulators expect.
What makes Amaii unique for finance?
Regulator-ready & GDPR compliant
Designed to align with financial-services regulation (FCA, PRA, AFM, DNB). Data never leaves your environment.
Audit-ready with full traceability
Transparent logging and source references with every answer, so audits run smoothly.
Full data ownership
Your organisation retains control over all models, data and output. No vendor lock-in.
Meer weten over private LLM for asset managers and insurers?
Lees de uitgebreide gids over een veilige private LLM voor bedrijven: hoe het werkt, AVG & EU-hosting, en waarom organisaties kiezen voor een eigen bedrijfsbrein in plaats van publieke AI.
Frequently asked questions about AI in finance
Bronnen en achtergrondinformatie
- EU AI Act – Artificial Intelligence Regulation - European Union
- DORA – Digital Operational Resilience Act - European Commission
- FCA – Artificial intelligence in financial services - Financial Conduct Authority
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