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ASK for Financial Services

Exact answers, with a record of every step.

Cited answers from current policies, client briefs that respect who may see what, and an audit log of every action. Use your own AI model, including one you run yourself.

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Jump toBankingPE / VCAsset managementInsurance

ASK

Ask anything about your company…

Your team asks

  • When is enhanced due diligence required?
  • Brief me for my meeting with the Meier family office.
  • Which past deals looked at logistics software?

Answers come from

  • Salesforce
  • SharePoint
  • OneDrive
  • Box
  • Egnyte
  • Outlook / Exchange
Illustration with sample data.

Permission-aware by design. Every answer for financial services teams comes only from what each person may open in the source systems, checked inside every search, before anything reaches the AI.

See how

What slows financial services teams down

  • Policies and procedures change often and must be followed exactly.
  • Client information must reach only the people allowed to see it.
  • Deal and research material is scattered across data rooms and drives.
  • Every AI tool needs a clear answer on where data goes.

How ASK helps

A client meeting brief that respects access

Before a client meeting, ASK brings together the CRM record, recent e-mails and the research you may open. A colleague without access gets a brief without it.

  • Permissions from each source
  • Every point cited
  • Recorded in the audit log
ASK

Brief: meeting with Meier family office

Account briefing

  • Portfolio review due this quarter 1
  • Asked about sustainable bond funds in May 2
  • House view on bonds updated last week 3
  1. 1SalesforceMeier family office
  2. 2OutlookRe: bond funds
  3. 3SharePointHouse view, June
Illustration with sample data.

Policy answers you can check

Staff ask about a procedure and get the current rule with the passage linked, so the answer can be checked before acting.

  • Current version only
  • Linked to the passage
  • Labelled as AI with its sources
ASK

When do we need enhanced due diligence for a new client?

AI-generated answer, with sources

Enhanced due diligence applies to politically exposed persons and to clients from high-risk countries on the current list 1. Compliance signs off before the account opens 2.

  1. 1SharePointKYC policy, section 5
  2. 2ConfluenceAccount opening process
Illustration with sample data.

Your model, your terms

Bring your company's own AI model, including one you run yourself, and ASK shows where it processes data and on what terms. Or let ASK run the AI for you: your data is never used to train AI models.

  • Any provider or a model you run
  • Where your model processes data, shown
  • No training on your content by ASK
ASK admin

Company AI

  1. ModelRuns on your own servers (vLLM)
  2. SearchYour own embedding model
  3. Data transferNone, runs locally
  4. Audit logEvery admin change recorded
Illustration with sample data.

Across Financial Services

Banking

Relationship managers, operations and compliance working from strict procedures.

What gets in the way

  • Procedures change often and must be followed exactly.
  • Client information is spread across CRM, e-mail and research.

With ASK

  • Client meeting briefs within each person's access.
  • Cited answers from the current procedure.
  • Every action by an agent recorded in the audit log.
Book a demo for Financial Services, Banking
Microsoft Teams

What is the cut-off time for same-day EUR payments?

AI-generated answer, with sources

Same-day EUR payments must reach operations by 15:30 1. After that they go out the next business day unless a manager approves an exception 2.

  1. 1SharePointPayments handbook
  2. 2ConfluenceExceptions process
Illustration with sample data.

PE / VC

Deal teams working from memos, data rooms and portfolio updates.

What gets in the way

  • Deal memos, data rooms and portfolio updates are scattered.
  • Past deal lessons are hard to find at the moment they matter.

With ASK

  • Ask across past deals and portfolio reports you may open.
  • Deep research briefs with citations throughout.
  • A weekly portfolio digest from the updates you receive.
Book a demo for Financial Services, PE / VC
ASK

Logistics software, deals reviewed since 2023

  • Project Falcon memoBox · 2024passed on valuation, strong retention
  • Portfolio update: LitwareOutlook · Q1revenue growth ahead of plan
Illustration with sample data.

Asset management

Investment and client teams working from research, mandates and reports.

What gets in the way

  • Research, mandates and client reporting live in many tools.
  • Mandate limits must be checked before every proposal.

With ASK

  • Answers from the research notes and mandates each person may open.
  • Mandate limits quoted with the clause.
  • Scheduled summaries of the week's research.
Book a demo for Financial Services, Asset management

Insurance

Claims, underwriting and service teams working from long wordings and guidelines.

What gets in the way

  • Claims guidelines and policy wordings are long and spread out.
  • Replies to customers must match the wording exactly.

With ASK

  • The exact passage from the wording or guideline, linked.
  • Claim replies drafted for approval.
  • Handover summaries for long claims.
Book a demo for Financial Services, Insurance
ASK

Is water damage from a burst pipe covered under the home plus wording?

AI-generated answer, with sources

Yes, sudden escape of water is covered, including the cost of finding the leak up to CHF 2,000 1. Gradual seepage is excluded 2.

  1. 1SharePointHome plus wording, 4.2
  2. 2SharePointExclusions, 7.1
Illustration with sample data.

Questions your team can ask

  • When is enhanced due diligence required?
  • Brief me for my meeting with the Meier family office.
  • Which past deals looked at logistics software?
  • What does the mandate say about emerging markets?
  • Is a burst pipe covered under home plus?

Agents, Buddies and workflows to start with

Ready-made templates come with ASK; the examples are built in minutes with the no-code builder. Anything that changes another system asks first.

  • AgentReady-made template

    Account briefing

    Before a meeting: the account's record, open opportunities, recent e-mails and related documents.

  • AgentReady-made template

    Compliance policy answers

    Answers questions from your compliance policies, with sources.

  • AgentReady-made template

    Budget document summary

    Summarises budget and forecast documents you can open, with the figures cited.

  • BuddyExample to build

    Weekly portfolio digest

    Every Friday summarises the portfolio updates you received.

Works with the tools you use

ASK connects to 72 connector types, each with its permissions. These are the ones financial services teams use most.

  • Salesforce
  • SharePoint
  • OneDrive
  • Box
  • Egnyte
  • Outlook / Exchange
  • Microsoft Teams
  • Snowflake

Safe for every team

  • Permission-awareEach person sees only what they may open in the source.
  • Chats stay privateNo admin and no operator browses employees' chats.
  • Approvals firstChanges in other systems wait for approval.
  • Audit logSign-ins, admin changes and agent actions, append-only.
  • Labelled as AIEvery answer says it is AI and shows its sources.
How ASK handles security

See ASK for financial services teams

We walk through ASK with the questions your team asks, the tools you use, and what your admins control.

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