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FSI

Katara for financial services teams that need trusted AI assistance, approved actions, and clear records of how AI is used.

Financial services teams operate under rigorous controls for customer data, internal information barriers, and regulated workflows. Katara helps these teams introduce AI assistance while keeping knowledge, access, and actions inside approved boundaries.

By placing Katara between your teams, your systems, and the AI models they use, you can ground answers in trusted sources, limit what AI is allowed to do, and keep a clear record of how sensitive work is supported.

The Katara Governance Framework for FSI

Katara uses four core components to bring control to financial AI workflows:

  • AI Knowledge Base (trusted intelligence): Ground AI answers in the sources your company already trusts, such as approved research, product rules, policy documents, and market commentary.
  • AI Gateway (governed AI access): Route AI use through a controlled layer for sensitive-data checks, cost controls, access rules, and traceability.
  • MCP Registry (approved financial tools): Define the tools and actions AI may use, from CRM lookups to internal calculators, so automation only touches systems you have authorized.
  • Shared Memory Layer (secure continuity): Let AI reuse helpful context, such as prior analyst notes or client preferences, while keeping scope, retention, and access under policy.

Automation Idea Starters

Refine your operations with governed AI automation:

  • Analyst research assistants: Give analysts a governed first pass across approved research, filings, policies, and internal notes while respecting information barriers.
  • Client service copilots: Help support teams answer product, onboarding, or account-servicing questions with grounded responses and tightly scoped lookups.
  • KYC and AML preparation: Summarize approved background sources, highlight missing documentation, and prepare review packets with source trails for human decision-makers.
  • Policy-aware operational workflows: Let AI draft follow-up tasks, route requests, or prepare standard forms only through tools and actions the business has approved.
  • Audit and review preparation: Assemble records of what was asked, what sources were used, which tools were called, and where policy checks applied.