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Industries · Financial Services

AI for the work you can't send to the cloud.

Apolo agents point at sales-communication risk monitoring, client onboarding, vendor compliance, trust-document reference, and internal research, all deployed inside your environment. No third-party LLM providers in the loop.

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The agents pointed at this work

4 agents·Trust · Sales · Compliance

Sales-comm risk, client onboarding, vendor compliance, trust documents.

Each agent runs inside your environment, on your data, with the audit trail your compliance team needs.

Why this work

The work that can’t go to the cloud is the work that eats the week.

Client communications must be supervised. Onboarding collects the same documents five times. Trust documents hold answers nobody can find quickly. Every one of these workflows touches data that cannot leave your environment, which is exactly why generic AI tools never got past your security review.

In production at a trust and wealth management firmNo client data leaves your environment
Is DealPulse a surveillance tool?

No. It is a manager-facing early-warning layer for relationship risk and guideline adherence. It complements your recordkeeping and surveillance stack; the manager decides.

Can an assistant really use our internal data safely?

PrivateGPT runs entirely inside your network on open-weight models, access-controlled, with nothing shared externally.

What certifications back this up?

ISO 27001 and SOC 2 Type 2, with on-prem, sovereign, or customer-cloud deployment.

Talk to us

See AI inside your regulated environment.

Tell us which workflow needs to stay private: sales communication, KYC, vendor compliance, trust documents. We'll show you the agent on your data, in your environment.

No cloud
No third-party LLMs
SOC 2
ISO 27001
RBAC
Multi-tenancy