Solutions · Financial services

Financial products built on memory you can defend

Upcoming capabilities for banks and asset managers: simulate decisions against policy, read market signals from your approved corpus, and keep thin or missing evidence visible—so reviewers never get fluent fiction dressed as fact.
City skyline at dusk, illustrative of corporate and financial services environments.

Illustrative stock photography · Unsplash

Roadmap

Upcoming financial products

LLMs without grounding will confabulate; in markets and compliance that is unacceptable. Amnesis scopes answers to what your organization has ingested and versioned, with citations and explicit gaps—so the output is reviewable and defensible, not a confidence act.

In development

Corporate Decision Outcome Simulator

Stress proposed decisions against governed policy, limits, and historical checkpoints—see where memory supports an outcome and where it does not, before you commit capital or reputation.

In development

Market signal desk

Synthesize filings, research, and internal notes from your corpus only. When evidence is thin, the surface says so—instead of inventing narrative from model priors.

Exploring

Reg & limit coherence

Map rule and policy changes to limits, templates, and disclosures with a trail from text to decision support—so “what changed?” is replayable for audit and model risk.

Exploring

Client & counterparty communications

Draft from approved disclosures and house language; flag conflicts and missing coverage so human sign-off is about judgment, not guessing what the model read.

From signals to sign-off

Three motions on the memory plane—same pattern teams expect from modern workplace AI pages, tuned for regulated finance: show your work, bound the model, and keep humans in the loop.

Discover

Surface what your corpus actually supports—filings, limits, and house research—with citations and explicit “not in memory,” not fluent filler.

Decide

Draft memos and recommendations from governed memory; stress proposals against policy and checkpoints before they leave the desk.

Automate

Wire reviews and exceptions to the same memory plane so repetitive workflows inherit auditability—not one-off chat luck.

Team collaborating in an office, illustrative of discovery and sign-off workflows.
Illustrative context for cross-functional sign-off. Stock image via Unsplash. Final financial SKUs will ship with agent surfaces, source rails, and review states tuned for your stack.

Across the firm

Research, risk, operations, and client-facing teams—one memory plane, scoped per tenant workspace.

Colleagues collaborating at a laptop, illustrative of front-to-back office alignment.
Front office & research

Due diligence and narratives tied to ingested filings and internal theses—replayable at a checkpoint.

Middle office & risk

Limits and methodology memos versioned in time; answer “what did we believe on date X?”

Operations & service

Exceptions and disclosures drawn from approved sources; escalate when memory is thin or conflicting.

How memory-first AI works

Built for audit-ready workflows

The same surfaces your teams use for ingest, chat, and review—designed around provenance and scope.

Desk with analytics and planning materials, illustrative of audit-ready work.
Governed recall in the flow of work—citations and scope visible to reviewers. Stock image via Unsplash.

Under the hood

Deterministic memory—not a black-box retriever.

Governed recall

Embeddings from versioned node text; retrieval with a record you can inspect.

Checkpoints

Pin knowledge for period-end, incidents, or model-risk review—without rewriting history.

Contradiction-aware

Opposing sources stay visible; the UI doesn’t flatten policy vs. exception into one story.

Diagram: three steps—ingest versioned nodes with provenance, recall via embeddings scoped to workspace and checkpoint with an inspectable record, then answers with citations and visible gaps. Matches the three pillars above.

Trust is about scope—not charisma

No product can promise perfect answers in every situation. Amnesis is built so that within the workspace you define, material claims are traceable to stored sources, contradictions stay visible, and “we don’t have that in memory” is a first-class outcome—so teams can stand behind what they ship.