Finance

Turn financial information into trusted answers

Vaultiscan is a personalised enterprise knowledge agent helping organisations use AI for financial services to retrieve answers from documents, systems, and data.

Ask Vaultiscanfinance · compliance
Try asking
Retrieve FCA compliance records for Q3 review
Show budget variance reports for EMEA operations
Find supporting documents for SOX audit preparation
Review customer records linked to GDPR requests
Financial Intelligence

Access financial information from one experience

Financial reports, customer records, compliance documentation, policy information, and financial data often exist across disconnected systems, increasing audit preparation effort and slowing information retrieval.

Bring financial documents, systems, and data together through a personalised enterprise knowledge experience.

Financial Services
Business Line
Customer Type
Product Category
Compliance Status
Risk Level
Reporting Period
Retrieve supporting records linked to FCA reviews and flagged fraud investigations
Reviewing FCA compliance records
Matching flagged fraud investigations
Linking customer verification records
Generated Answer
11 records identified for FCA reviews and flagged fraud investigations.
  • 4 transaction review records located
  • 3 compliance assessment documents identified
  • 2 customer verification records linked
  • 2 risk review reports available
Sources
fca_compliance_review.pdf compliance_assessment_records.xlsx fraud_investigation_summary.docx
Supporting Financial RecordsCompliance & investigation documentation
FCA compliance documentation Fraud investigation records
View compliance records Open supporting documents Review investigation files Access verification records

Access Financial Information Faster

Retrieve customer records, compliance documentation, and supporting information without searching across multiple systems.

Secure Financial Information Access

Access financial information through Azure-secured infrastructure, flexible deployment options, and full control over enterprise data.

Retrieve Source-Backed Financial Answers

Access answers linked directly to the underlying documents, systems, and business data behind them.

Support Compliance & Fraud Reviews

Access customer verification records, compliance documentation, and supporting information required for reviews and investigations.

The Problem

Challenges across financial information

Customer records, compliance documentation, transaction information, and financial data often remain spread across disconnected systems.

Information Spread Across Banking Platforms

Organisations implementing AI for banking often struggle to access customer records and compliance information across multiple systems.

?

Financial Information Across Fintech & Wealth Management Systems

Teams supporting AI for wealth management and AI for fintech often struggle to retrieve information across customer records, financial data, and supporting documentation.

Limited Access to Financial Context

Customer activity, risk assessments, and supporting records often reside across disconnected documents, systems, and data sources.

Banking Records Insurance Documentation Customer Information Financial Data Banking Records Insurance Documentation Customer Information Financial Data
Capabilities

Bringing financial answers together

Vaultiscan helps organisations access customer records, compliance documentation, financial systems, and business data through AI-powered retrieval.

Financial Documentation

Use Vaulti GPT to retrieve answers from financial reports, compliance documentation, audit records, contracts, and supporting financial documents.

Connected Financial Systems

Use Vaulti SDK to connect CRM platforms, policy systems, financial applications, and enterprise systems supporting AI for fintech initiatives.

Financial Data Access

Use Vaulti Lake to query financial data using natural language and retrieve insights from databases, reports, and business data supporting AI for wealth management initiatives.

Enterprise-Ready Financial AI

Support AI for financial services with Azure-secured infrastructure, protected APIs, enterprise governance controls, flexible deployment options, and full control over financial data.

Outcomes

Better financial decisions, backed by knowledge

Faster Regulatory & Compliance Reporting

Retrieve supporting documentation and compliance records faster for FCA reviews, GDPR requests, audits, and SOX reporting.

Reduced Audit Preparation Effort

Access audit evidence, supporting records, and review documentation without manual searching.

Faster Access to Financial Context

Retrieve customer, transaction, and compliance information when supporting investigations and business decisions.

Finance

Access Trusted Financial Answers Across Connected Systems

Retrieve trusted, source-backed answers from financial documents, systems, and data through secure enterprise-grade AI.

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FAQs

Frequently asked questions

How does Vaultiscan connect with existing financial systems?
Vaulti SDK connects financial applications, CRM platforms, policy systems, and enterprise software to provide source-backed answers.
Can Vaultiscan retrieve information from financial services systems and data sources?
Yes. Vaultiscan retrieves answers from financial documents through Vaulti GPT, connected systems through Vaulti SDK, and business data through Vaulti Lake.
How does Vaultiscan support AI for fintech and AI for wealth management?
Vaulti SDK connects financial platforms, while Vaulti Lake retrieves insights from financial data using natural language questions.
Can Vaultiscan help teams retrieve information related to AI for fraud detection?
Yes. Teams can access supporting records, compliance documentation, customer information, and investigation-related records through AI-powered retrieval.
Is financial services information kept secure?
Yes. Vaultiscan supports enterprise deployments with Azure-secured infrastructure, governance controls, flexible deployment, and full control over financial data.
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See how your teams can:

  • Get trusted answers grounded in your business knowledge
  • Access information across documents, enterprise data, and business systems
  • Deploy AI securely within your existing environment
  • Scale enterprise knowledge access without compromising data security
SOC 2 GDPR ISO 27001

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