Secure AI for regulated financial institutions

Credit unions, banks, insurance companies, and investment firms

The challenge: delivering AI-powered service and operations while meeting strict regulatory requirements and protecting sensitive financial data. Zylon gives you both. Modern AI capabilities without the compliance nightmares of cloud services.

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THE SOLUTION

Private AI that stays in house

All data stays on your servers, with full audit trails.

No cloud exposure

Data never leaves your environment

Regulatory compliance

Built for SOC 2, GLBA, FINRA, data residency requirements

Fin is the top-performing and most capable AI Agent—handling more complex queries

Core system integration

Direct connections to banking cores (Symitar, Corelation, Fiserv), policy systems, portfolio management tools

Fin is the top-performing and most capable AI Agent—handling more complex queries

Role-based access

Granular permissions for different teams and use cases

Fin is the top-performing and most capable AI Agent—handling more complex queries

Complete audit logs

Every query, every response, every data access tracked

Fin is the top-performing and most capable AI Agent—handling more complex queries

Air-gap capable

Works in fully disconnected environments when needed

Fin is the top-performing and most capable AI Agent—handling more complex queries

USE CASES

How Financial Services Use Zylon

Zylon works where cloud AI can't.

Front-Line

Documentation & Compliance

Risk Assessment

Knowledge Management

Front Line

Give tellers, member service reps, claims adjusters, and relationship managers instant answers to policies, procedures, and client data.

Banking: Member asks about HELOC eligibility → Staff queries AI with member profile → Gets instant guidance on products and rates
Investment: Relationship manager preparing for client meeting → AI summarizes portfolio performance and suggests talking points
Insurance: Claims adjuster reviews policy coverage → AI references policy language and precedent cases

Results: 30-40% faster response times, 25% fewer escalations, higher client satisfaction.

Front-Line

Documentation & Compliance

Risk Assessment

Knowledge Management

Front Line

Give tellers, member service reps, claims adjusters, and relationship managers instant answers to policies, procedures, and client data.

Banking: Member asks about HELOC eligibility → Staff queries AI with member profile → Gets instant guidance on products and rates
Investment: Relationship manager preparing for client meeting → AI summarizes portfolio performance and suggests talking points
Insurance: Claims adjuster reviews policy coverage → AI references policy language and precedent cases

Results: 30-40% faster response times, 25% fewer escalations, higher client satisfaction.

Front-Line

Documentation & Compliance

Risk Assessment

Knowledge Management

Front Line

Give tellers, member service reps, claims adjusters, and relationship managers instant answers to policies, procedures, and client data.

Banking: Member asks about HELOC eligibility → Staff queries AI with member profile → Gets instant guidance on products and rates
Investment: Relationship manager preparing for client meeting → AI summarizes portfolio performance and suggests talking points
Insurance: Claims adjuster reviews policy coverage → AI references policy language and precedent cases

Results: 30-40% faster response times, 25% fewer escalations, higher client satisfaction.

BUILT FOR FINANCIAL SERVICES

Core System Integration

Zylon connects directly to the systems where your data lives—no cloud intermediaries, no data movement.

Banking Core Systems:

Symitar

Corelation

Fiserv

FIS

Enterprise systems:

Policy administration systems

Portfolio management tools

Salesforce

Microsoft

SharePoint

Confluence

SQL Server

Oracle

PostgreSQL

TESTIMONIALS

Real Impact

Proven outcomes shared by industry leaders and innovators.

"At Orsa our members are at the heart of everything we do. Partnering with Zylon allows us to bring them smarter, more secure banking, as privacy is paramount."

Tansley Stearns

President and CEO

No escalation

Front-line staff answer complex questions without escalation

No escalation

Front-line staff answer complex questions without escalation

No escalation

Front-line staff answer complex questions without escalation

Time saving

Documentation time reduced by 50%

Time saving

Documentation time reduced by 50%

Time saving

Documentation time reduced by 50%

Summaries in minutes

Board packet summaries generated in minutes instead of hours

Summaries in minutes

Board packet summaries generated in minutes instead of hours

Summaries in minutes

Board packet summaries generated in minutes instead of hours

Privacy

Complete member data sovereignty maintained

Privacy

Complete member data sovereignty maintained

Privacy

Complete member data sovereignty maintained

Instant deployment

Deployed in under 3 hours with minimal IT resources

Instant deployment

Deployed in under 3 hours with minimal IT resources

Instant deployment

Deployed in under 3 hours with minimal IT resources

BUILT FOR REGULATED INDUSTRIES

Compliance-Ready Architecture

Financial services face some of the strictest regulatory requirements. This is hoe Zylon is designed for this reality:

Complete audit logs – Every query, response, and data access tracked
Role-based access control – Granular permissions for different teams
Data residency – Everything stays on your servers
Air-gap capable – Works in fully disconnected environments
Encryption – At rest and in transit
Transparent operations – No black box AI—your compliance team can audit everything

SOC 2

GLBA

FINRA

NCUA