AI Security for Global Finance
Deploy AI with confidence. GDPR, DORA, FINMA, MAS, FCA compliant. Data sovereignty guaranteed. Swiss hosting beyond CLOUD Act available.
Multi-Regulatory
The AI Challenge in Finance
Financial institutions are caught between two forces: competitive pressure to adopt AI for risk analysis, KYC automation, and client advisory. On the other hand, regulators (FINMA, FCA, SEC, MAS) demand absolute control over sensitive data. Every prompt sent to an external LLM containing account numbers, trading positions, or KYC information represents a potential violation of banking secrecy and cross-border data regulations.
How Adlibo Solves This Dilemma
Adlibo acts as a protection layer between your AI applications and LLMs. Before your sensitive data reaches an external model, our technology detects and neutralizes data extraction attempts, tokenizes confidential information (IBAN, account numbers, amounts), and ensures regulatory compliance. Result: you benefit from AI power while maintaining the confidentiality required by DORA, FINMA, FCA, and MAS.
FOR FINANCIAL INSTITUTIONS WORLDWIDE
AI in Finance: The Risks You Face
Using external LLMs exposes your institution to major regulatory and legal risks, regardless of your jurisdiction.
Jurisdictional Risk
US AI providers are subject to CLOUD Act, but more critically to FISA 702 and EO 12333 which allow MASS surveillance without warrant. Your data can be collected without notification, violating GDPR and local laws.
Regulatory Requirements
DORA (EU), FINMA (CH), FCA (UK), MAS (SG), OCC (US) - all require control of cloud provider risks and sensitive data processing.
Banking Confidentiality
Whether Swiss banking secrecy, FCA confidentiality duty, or SEC obligations, AI prompts may inadvertently expose protected information.
Sensitive Client Data
Account numbers, balances, transactions, KYC - banking chatbots handle ultra-sensitive data subject to GDPR, CCPA, nLPD and other regulations.
Do your critical systems depend on US infrastructure?
US CRM/ERP Dependency
Salesforce, HubSpot, Dynamics 365 can cut access on US government order (OFAC sanctions, Export Controls). In case of geopolitical tensions, your CRM could become inaccessible overnight.
US Cloud Infrastructure
AWS, Azure, GCP can suspend accounts of entities listed by OFAC or subject to sanctions. Even without direct targeting, regulatory uncertainty creates operational risk.
Extraterritorial Data Access
FISA 702 and Executive Order 12333 allow mass surveillance without warrant. Your client data in a US CRM is potentially accessible to American intelligence services.
Sovereign Alternatives
Odoo (self-hosted), ERPNext, or Swiss/European solutions guarantee business continuity regardless of US political decisions.
Compliant with Financial Regulations
DORA
Cloud outsourcing
PCI-DSS
Payment security
Audit Trail
Audit & compliance
GDPR / CCPA
Data protection
FINMA / FCA / MAS
Banking regulators
ISO 27001
Security standard
Office 365 + Copilot: Your Financial Data at Risk
Microsoft Copilot analyzes all your Excel documents, Outlook emails and Teams conversations. Sensitive financial data (forecasts, M&A, positions) passes through Microsoft servers.
Adlibo DataShield
DataShield automatically tokenizes amounts, IBANs, client names BEFORE Copilot accesses them. Your analysts use AI, your data stays confidential.
Mobile Workers: The Invisible DLP Gap
68% of wealth managers use AI from home or client sites
Your private bankers meet clients in hotels, restaurants, and third-party offices. Your traders work from home. Your M&A analysts travel between jurisdictions. Off the corporate network, your DLP proxy protects nothing.
Protection by work location
| In the office | Out of perimeter | |
|---|---|---|
| Proxy/PAC DLP | ||
| Endpoint Shield |
Endpoint Shield installs in the browser and protects your employees wherever they are. Each session generates a PDF Proof Document attesting DLP tokenization — audit proof for FINMA, DORA and nLPD. GPO/Intune deployment in 15 minutes.
Data Sovereignty for Global Finance
A solution that adapts to your regulatory requirements: GDPR (EU), DORA, FINMA (Switzerland), FCA (UK), MAS (Singapore), SEC/SOC 2 (USA).
Data Sovereignty
Choose your jurisdiction: Swiss (Geneva), European, or on-premise hosting. Your data stays under your control, compliant with local obligations.
Beyond CLOUD Act Option
Swiss hosting, not subject to CLOUD Act, FISA 702 or EO 12333 - the real mass surveillance threats. Only 100% Swiss hosting truly protects you.
Air-Gapped Option
Completely isolated on-premise deployment for most sensitive data. Compatible with your existing infrastructure.
Privacy by Design
Designed for privacy from the start. In-memory processing, zero retention, zero content logs. GDPR, CCPA, nLPD compliant.
Sovereignty Probe for Finance
Our probe automatically analyzes your banking data flows, detects connections to CLOUD Act-subject providers, and verifies DORA/FINMA compliance of your infrastructure.
Sovereignty Audit for Finance
- FINMA compliance
- Banking data protection beyond CLOUD Act
- GDPR fine risk réduction (4% revenue)
- Migration to certified Swiss infrastructure
Finance Use Cases
Adlibo protects all your AI workflows, from client chatbots to M&A analysis.
Banking Client Chatbot
Virtual assistants for account inquiries, transfers, investments. Protection against attempts to extract sensitive data.
KYC/AML Analysis
Automation of identity verification and money laundering detection. Protection of identity documents and compliance reports.
Fraud Detection
AI models analyzing suspicious transactions. Protection of proprietary detection patterns and sensitive alerts.
Automated Reports
Automatic report generation for clients and regulators. Protection of financial data embedded in prompts.
M&A Due Diligence
Analysis of confidential documents for mergers and acquisitions. Protection of ultra-sensitive strategic information.
Market Analysis
AI analyzing trends and investment opportunities. Protection of proprietary strategies and positions.
The Financial AI That Responds Where Others Refuse
Known problem: an analyst enters an IBAN or PAN into ChatGPT → ChatGPT detects banking data and refuses to respond. The data was still transmitted and logged. With Endpoint Shield: the IBAN is tokenized to [protected.1] before sending → ChatGPT detects no PII → responds normally → EPS rehydrates. Result: full SWIFT/SEPA analysis, total DORA/nLPD compliance, zero blocking. Independent test: quality 8/8.
Adlibo Guard for Financial Compliance
Automate your regulatory compliance with our Compliance Engine for FINMA, FCA, SEC, and DORA.
DLP 2.0
ML détection of sensitive data: IBAN, account numbers, KYC info. Auto-masking before LLM.
Cloud Proxy
Zero-code intégration for 10 LLMs. 100% Swiss, outside CLOUD Act. Your data is tokenized BEFORE reaching the LLMs.
RBAC 2.0
Granular access control based on roles and attributes. The teller sees the name, the compliance officer sees the IBAN — each role accesses only the data it needs. AD/LDAP integration.
Compliance Engine
FINMA, FCA, DORA, SOC 2 templates. Automated gap analysis and evidence collection for audits.
AI Threat Feed
Real-time IP blocklist for your firewalls. Block AI attackers at the network level before they reach your APIs.
Senseway — Sovereign LLM playground for finance. Your analysts and traders access 50+ AI platforms through a secure pipeline: Prompt Guard detects injections via hybrid regex + TF-IDF semantic analysis (including reformulated attacks), DataShield tokenizes sensitive financial data (IBAN, portfolios, transactions) before every request. Talent routing to finance-specialized models, full audit trail and cost tracking.
Complete API protection + regulatory compliance. Save 25% vs separate purchase.
Maximum Protection with On-Premise Solutions
For organizations that demand the highest level of sovereignty and control over their data.
Prompt Guard On-Premise
Air-gapped protection for trading floors and systems. FINMA and DORA compliant.
Learn moreDataShield On-Premise
Local tokenization of IBANs, account numbers, and KYC data. Banking secrecy stays in your datacenter.
Learn moreValPN - Sovereign VPN
Sovereign VPN for cross-border transactions and secure remote trading floor access.
Learn moreSmart Document Generation
Automate the production of regulatory financial documents and client reports from your templates.
Client Statements
The account manager uploads the quarterly statement template and the transaction export (bank CSV). Senseway maps each client to their transactions, calculates balances, inserts conditional fees and commissions, and generates a personalized PDF statement per client in batch. IBANs, names and amounts are tokenized during processing. Result: 1,000 statements generated in 10 minutes instead of 3 days, FINMA compliance guaranteed.
Compliance Reports
The compliance officer uploads the regulatory report template and internal audit data. Senseway structures the report per FINMA/FinSA requirements, activates conditional alerts (threshold breaches, suspicious transactions, incomplete KYC) and generates required annexes. Client and transaction data stays tokenized. Result: a complete compliance report in 15 minutes instead of 2 days, full traceability, zero regulatory oversights.
Management Letters
The advisor selects the reporting template and imports the client's portfolio performance. Senseway generates a personalized letter with returns, asset allocation, conditional market commentary (bear/bull) and recommendations adapted to the risk profile. Wealth data is tokenized — the LLM only sees [protected.N]. Result: professional management letters in 1 minute per client, strengthened client retention.
Ready to Secure Your AI Workflows?
Complete protection from CHF CHF 99/month. 30-minute deployment. Dedicated support for financial institutions.