# AI Platform for Financial Services Source: https://blackmountain.io/industries/financial-services AI that pays off in financial services: Review investments and contracts faster, while data stays secure. ## AI for financial services that compliance can sign off. Review contracts and KYC files, track regulation and prepare client reports in a fraction of the time – on a European platform where client and portfolio data stay protected. [Book a Demo](https://blackmountain.io/contact) ## The data is there. Using it with AI is the hard part. Portfolio figures, custody feeds, KYC files and research all exist. But they sit in different systems – and every new AI tool raises the same questions from compliance. ### Knowledge scattered across systems Portfolio management, core banking, CRM and shared drives each hold part of the picture. Advisers spend hours pulling it together. ### Shadow AI on client data When approved tools fall short, people paste client data into private AI tools – outside any control or record. ### Regulation keeps moving DORA, the EU AI Act and new supervisory guidance change what is expected of you – and someone has to keep track. ## Four days of analysis and reporting become one hour. How a wealth management team builds a client report on its holdings today – in one secure workspace instead of four working days. ### The brief An adviser needs a client report that shows how the holdings stand against the client’s goals. ### The data comes together Figures and qualitative notes on each investment are pulled from across asset classes and desks. ### The analysis is prepared The platform surfaces the key positions and conditions, so the adviser reads the situation faster. ### The report is built From the same data, a client-ready presentation is created in the company’s branding. ### The adviser decides The adviser checks figures and narrative, then adjusts the deck by prompt in seconds. ### One hour instead of four days The report is ready the same day – and no client data has left the secure environment. ## Four jobs financial teams stop doing by hand. Typical first use cases in wealth management and banking – each running on 48° modules, with people deciding at every step. ### Track regulatory change automatically. Radar watches the sources you choose – supervisors, official journals, case law – for changes under DORA, the EU AI Act and beyond, and briefs the right team with a summary. [Explore Radar](https://blackmountain.io/modules/radar) ### Review contracts and KYC files against your checklist. An agent checks each file against your own checklist, flags gaps and missing evidence and hands open points to a reviewer. The decision stays with your team. [Explore Agent Studio](https://blackmountain.io/modules/agent-studio) ### Advise with the full picture. Advisers ask questions across portfolio data, research and client notes in plain language – and every answer shows the sources behind it. [Explore Knowledge Hub](https://blackmountain.io/modules/knowledge-hub) ### Keep AI costs predictable. Smart routing sends each request to the most economical model that fits, and Control Tower shows usage and cost by team – with no margin on tokens. [Explore Control Tower](https://blackmountain.io/modules/control-tower) ## The modules behind it. Every use case runs on the same platform – with the same data, permissions and record of use. Start with one and add the next. Portfolios, research and policies – answers with sources, within each user’s permissions. [Knowledge Hub](https://blackmountain.io/modules/knowledge-hub) Portfolio management, core banking, CRM and document systems connected. [Integrations](https://blackmountain.io/modules/integrations) Reviews and checks as reusable workflows with human sign-off. [Agent Studio](https://blackmountain.io/modules/agent-studio) Regulation, markets and news from the sources you choose. [Radar](https://blackmountain.io/modules/radar) The daily AI workspace for advisers, analysts and back office. [Chat](https://blackmountain.io/modules/chat) Usage, cost and access by team, in real time. [Control Tower](https://blackmountain.io/modules/control-tower) [Solution: Secure AI for Regulated Teams](https://blackmountain.io/solutions/secure-ai-for-regulated-teams) ## Built for client data – and for your regulator’s questions. Financial institutions have to explain where data goes, who can see it and how AI is used. 48° is built so you can answer. ### European provider, EU hosting 100% European ownership. Application, storage and processing run in the EU – or in a dedicated environment, your own cloud or on-premise. ### Client data stays yours Enterprise APIs only: your content is never used to train models. Personal data is detected and controlled before it reaches a model. ### Need-to-know by design Roles on organisation, workspace and team level. AI only sees what the requesting user is allowed to see. ### Evidence for your reviews Control Tower records usage, access and models – input for your DORA, outsourcing and AI Act assessments. [How we protect your data](https://blackmountain.io/security) ## Questions about AI in financial services ### Can we use 48° with client and portfolio data? Yes. Data is hosted and processed in the EU, never used to train models and protected by permissions and PII protection. For stricter requirements, 48° also runs in a dedicated environment, your own cloud or on-premise. ### How does 48° fit with DORA and the EU AI Act? No platform makes you compliant on its own. 48° gives your assessment what it needs: a European provider, a choice of deployment models, clear roles and permissions and a record of AI use in Control Tower. Talk to us about the documents your review requires. ### Which systems can we connect? Typical sources are portfolio management, core banking, CRM, custody and market data feeds, document management, files and email. Integrations connects them, and Knowledge Hub makes them searchable within each user’s permissions. ### Where should we start? With one team and one use case – client reporting or KYC review are good candidates. We help you pick the use case with the clearest value and measure it before you roll out further. ### How is 48° billed? With a seat-based platform fee and no margin on tokens: you pay model usage at cost. Control Tower shows all AI spending by team in real time. ## Make AI pay off in financial services. A 30-minute walkthrough of the use cases that pay off fastest in your business – with your compliance questions answered. [Book a Demo](https://blackmountain.io/contact) [Explore the platform](https://blackmountain.io/product)