Solutions · Finance
AI on client statements and models, with the owner's approval on every action.
What goes wrong today
- Client statements and models get uploaded to public AI accounts by individual staff.
- Research and spreadsheets travel as attachments that can be forwarded anywhere.
- It's unclear whether prompts and files are used to train outside models.
How TheSafestAI helps
- On AWS Bedrock, prompts and files are not used to train the underlying models.
- OMNi proposes, the owner approves, and every step can be undone.
- Files open only after the IP and device-key checks, and every open is in the audit log.
Example
A wealth manager asks OMNi to summarize a client statement in the vault. OMNi proposes the summary, the owner approves, and the action is logged.