ContactBook free analysis
Banking

Your examiner reads your controls, so the data flow has to be a floor plan.

Underwriting memos, suspicious activity narratives and policy lookups are three bottlenecks a private model clears — and all three are the kind of work an examiner will ask to see the controls for.

Where the hours go

Writing and looking things up. Credit committee memos assembled by hand from financial statements, returns and credit reports. SAR narratives written under deadline from transaction logs. Branch staff interrupting compliance for answers that are already written down in a manual nobody can search. All of it inside a control perimeter the bank has already had examined, and none of it something a bank wants to move outside that perimeter to speed up.

Commercial loan underwriting memos

Business financials, tax returns and credit reports analysed into a drafted credit committee memo, structured the way the committee expects it and sourced back to the documents.

Why it has to be on-premise.

Supervisors are focused on AI governance, third-party risk and operational resilience. Keeping credit data inside the bank means the data flow is a network diagram the bank controls, not a vendor attestation it has to defend.

AML review and SAR narrative drafting

Internal transaction logs and flagged wire activity reviewed, with the narrative drafted from the underlying records for an investigator to verify and file.

Why it has to be on-premise.

AML investigations are confidential by law, and tipping-off risk is real. Financial surveillance data does not leave the institution, and the inference log stays in the bank’s own systems.

Policy and procedure lookup for front-line staff

Tellers and loan officers ask the bank’s own policy manuals, procedures and prior exam responses in plain language and get the answer with the section cited.

Why it has to be on-premise.

Internal policies and security procedures are the bank’s operational playbook. A local model answers from them without ever exposing them, and every question asked is logged where the bank can see it.

Running inference in your building removes the third-party disclosure. It is not by itself a complete compliance program.
Want the same conversation about your firm?
Thirty minutes, no slide deck, and a straight answer about whether this pays for itself.
Book a free analysis