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Agilus for Financial services

Local AI for financial services. Sensitive data stays in-house.

Private AI that reviews documents, policies and correspondence on infrastructure you control. It runs on your servers or on hardware we supply, with a full record of every action.

Book a conversationWhat it does
Financial services
01 / The challenge

Review work grows faster than teams.

Policies, client files and correspondence need careful reading and a clear record. Client and commercial data cannot go to public AI services.

01

Volume of documents

Files, policies and correspondence all need reading before decisions are made.

02

Evidence of process

Firms need a clear record of who reviewed what, and when.

03

Client data

Client and commercial information must stay within the firm’s control.

02 / What Agilus provides

AI that prepares. Your people decide.

Agilus reads your documents and prepares summaries and drafts for a member of staff to review. It does not make financial decisions or give advice.

Document review

Summaries of policies, files and correspondence with references to the source.

Policy questions

Ask questions of internal policies and procedures in plain language.

Drafting

Prepare draft responses and reports for review.

03 / Security and control

Your data stays where it is. So does the decision.

On your premises

Runs on your servers or on hardware we supply, inside your building.

Works offline

No dependency on public AI services. Suitable for air-gapped networks.

Human approval

It drafts and advises. Nothing is acted on without a person approving it.

Full audit trail

Every suggestion and every approved action is logged.

04 / How we work
01

Discovery

Initial discovery phase, scoped to one team and one use case.

02

Data

Connect securely to the systems and records that matter, alongside your IT team.

03

Pilot

One team, on your hardware or ours, working on real cases.

04

Scale

Extend to further teams and sites once the pilot has proven itself.

Contact

Start a conversation.

Tell us what you would like AI to help with and what cannot leave your building. We will tell you plainly whether a local system is the right fit.

We reply from rajen@agilus.tech. Nothing you send here is used for anything other than answering you.

or email rajen@agilus.tech

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