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.
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.
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.

Zylon provides private AI for financial institutions that require on-premise, secure generative AI deployment.

No cloud exposure

Data never leaves your environment

Regulatory compliance

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

Core system integration

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

Role-based access

Granular permissions for different teams and use cases

Complete audit logs

Every query, every response, every data access tracked

Air-gap capable

Works in fully disconnected environments when needed

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, Orsa Credit Union

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%

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

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

This architecture supports compliance with SOC 2, GLBA, FINRA, and NCUA requirements.

SOC 2

GLBA

FINRA

NCUA