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AI Built for Financial Services

SEC and FINRA-compliant AI that meets the strictest financial regulations. On-premise deployment ensures your client data never leaves your control.

SEC Compliant
FINRA
SOC 2
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The Industry Challenges

Compliance

SEC, FINRA, and other financial regulations require strict data controls. Cloud AI solutions often violate these requirements by sending client data to third parties.

Data Sensitivity

Client financial data is highly sensitive. It requires on-premise deployment or dedicated private clouds with zero shared infrastructure.

Audit Requirements

Financial services require complete audit trails, accountability, and explainability. Generic AI solutions can't meet these requirements.

Client Service

Client service teams are overwhelmed with routine inquiries, taking time away from high-value advisory work.

How BroadNet Solves Financial Services AI

SEC/FINRA-Compliant Architecture

On-premise or air-gapped deployment ensures your client data never touches external networks. Complete audit trails and accountability controls meet financial regulations.

  • ✓ On-premise or air-gapped deployment
  • ✓ Complete audit logging
  • ✓ NIST AI Risk Management Framework alignment
  • ✓ Explainability and accountability controls

Financial Services Knowledge Base

Our Graph ML technology understands financial products, regulations, compliance requirements, and client relationship management.

  • ✓ Financial product knowledge
  • ✓ Regulatory compliance awareness
  • ✓ Client relationship understanding
  • ✓ Integration with trading and CRM systems

Proven ROI in 3 Months

Financial services firms see ROI in 3 months with 40% faster client responses and $150K+ annual savings.

  • ✓ 40% faster client responses
  • ✓ $150K annual savings
  • ✓ Full compliance maintained
  • ✓ 3-month payback period

Real Financial Services Results

Financial Services Firm

1000+ Clients, SEC Compliant
40%
Faster Responses
$150K
Annual Savings
3 months
Payback Period

"We spent $50K on AI solutions that didn't work. This paid for itself in 3 months. The local deployment was key for our compliance requirements."

Challenge: Client service overwhelmed, compliance concerns with cloud AI

Solution: Local deployment with financial services knowledge base

Result: 40% faster client responses, $150K annual savings, full compliance

Built for Financial Compliance

SEC Compliant

Meets SEC requirements for financial data handling, audit trails, and accountability

FINRA Compatible

Designed to meet FINRA requirements for broker-dealer operations and client communications

Air-Gapped Option

Complete network isolation for the strictest security requirements

Ready to Transform Financial Services?

Get a custom demo showing how BroadNet.AI can help your financial services firm while maintaining full SEC and FINRA compliance.

Get Financial Services Demo