A governed AI assistant for dealer-brokers
Dealer-brokers needed synthesized answers inside tight decision windows, but free-form AI access to production data was never an option in a regulated institution.
We built a governed pipeline in which natural-language requests resolve to pre-approved, read-only query templates — the model never touches production data directly, and every interaction is logged.
Brokers move from question to synthesized answer in one conversational step, and the same governed layer is the base for every AI function the firm adds next.