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Financial sector

Assistants that look up portfolio, transactions and compliance data without customer data reaching an outside provider.

The problem

Risk, compliance and support teams ask IT for queries or copy customer data into tools with no control. An audit needs to know who saw what, and that is not recorded.

How AgentGate solves it

Each query is an approved tool with the exact fields it returns. Personal data is masked before it reaches the model, and every use is recorded with its owner, so you can answer an audit.

An example

Question

“Which transactions over US$10,000 did account 4471 have this month?”

Answer

3 transactions: US$12,400, 15,000 and 10,250. Holder ID masked: ***-***-482.

Controls that apply

  • Personal data masked before the model
  • A record of who asked what
  • Permissions by team and by person