Confidential knowledge assistant
SaaS.In-house.
where the model runs
- Client
- Industry
- Finance
- Region
- Switzerland
- Moves
- BuildSecure
- Kick-off to hand-over
- 8.5 weeks
- Year
- 2025
01The void
Advisors wanted answers from policies and product sheets. Every SaaS pilot failed the first internal review: client data, professional secrecy, FINMA.
02Results
Sample figures. Replace with the numbers the client signed off.
03How we worked
- 01 · 1 dayFind the void
Workshop with advisors, compliance and IT security.
- 02 · 1.5 weeksScope & evals
Eval set: 200 real advisor questions with approved answers.
- 03 · 4 weeksBuild
Retrieval over policies inside the bank’s own tenant; every answer cites its source.
- 04 · 2 weeksSecure & comply
Document-level access control, red-team on leakage, logging for audit.
- 05 · 1 weeksHand over
Compliance owns the source list; IT owns the platform.
04What we built
- 01Policiesproduct sheets
- 02Ingestionin tenant
- 03Indexaccess-controlled
- 04Modeltenant-internal
- 05Answerwith sources
- 06Audit log
05Guardrails
- No client data in prompts, by design
- Document-level access control
- Every answer cites its source
06Stack
07In their words
A quote from the process owner goes here, once they have approved it. No invented testimonials.
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Your void could be
the next one.
A first call about your void. No deck. If it isn’t a fit, you’ll hear that too.
Find our void