Solutions · Industry
AI agents for financial services, built for the data you can't expose.
SentientOne lets banks, fintechs, and wealth firms build AI agents grounded in their own policies, products, and client documents — then run them self-hosted, single-tenant, with every call traced. Faster client servicing and research, without sending sensitive data anywhere you don't control.
14 days free · No credit card · Bring your own model keys
Agent blueprint
- Model
- GPT-4o, Claude, Gemini or Llama — a dropdown
- Knowledge
- Your PDFs, FAQs and crawled pages
- Tools
- Discovered from your MCP servers
- Deploy
- One script tag, or POST /v1/chat/stream
Configured in the dashboard. Live on the next request.
Why it fits
Built for Financial Services. Not bolted on.
The same platform every other team here runs, pointed at the material, systems and vocabulary this work already uses.
Data stays in your perimeter
Self-host single-tenant so client records, statements, and prompts never leave your infrastructure, with bring-your-own keys for full data residency.
Every call is auditable
OpenTelemetry tracing records tokens, latency, and cost on each request, giving compliance and risk teams a clear record of what the AI did and why.
Grounded in your own knowledge
Agents answer from your product disclosures, policies, and FAQs through RAG, so responses reflect your firm rather than a generic model.
The build list
What you can ship.
Each one is a single agent: grounded in your knowledge, connected to your tools over MCP, and called through one endpoint.
Browse every solutionAnswers client queries
A chatbot widget or workspace agent grounded in your product terms, fees, and FAQs handles routine client questions and frees advisers for higher-value work.
Analyses documents at speed
Agents read statements, contracts, KYC files, and reports, then extract and summarise the details your team needs without manual review.
Pulls live data via MCP
Connect agents to your core systems, CRM, and market data through MCP so they retrieve real positions, balances, and records on demand.
Powers products via one API
Call your agents from any internal tool or client app through a single REST API, and switch between Claude, GPT-4o, or Gemini from the dashboard with no code changes.
Put one agent to work in Financial Services. This week, not next quarter.
Build it on the free trial, ground it in your own material, and judge it on a real question.
14 days free · No credit card · Cancel anytime