FINANCIAL SERVICES
Use the tools you want without exposing client data.
Amended Reg S-P raised the bar on safeguarding customer information, right as every adviser started feeding documents into AI tools. Redactor+ desensitises client data before it leaves your control.
Reg S-P
safeguarding and incident response
Pre-AI
desensitise before the model sees it
Examiner-ready
documented process
WHAT'S IN THE WAY
The risk moved from storage to usage.
Staff paste client statements into AI assistants because it saves hours, and creates an incident.
Vendor due diligence and examiner requests mean pulling files that are full of identifiers.
Amended Reg S-P expects demonstrable safeguards, not intentions.
Redacting statements and account documents by hand does not scale past a few dozen clients.
Practical safeguarding controls.
Desensitise before AI
Strip names, account numbers and identifiers before material reaches any model.
Statements & filings
Automated redaction of the document types advisers actually send.
Vendor packages
Produce a clean version for third parties without rewriting the file.
Examiner requests
Consistent redaction with a record of what was withheld and why.
Local deployment
Runs in your environment, no client data in someone else's cloud.
Policy alignment
Map rulesets to your written information security programme.
“We stopped saying no to AI and started saying: run it through Redactor+ first.”
Compliance Analyst, Wealth Management Firm
Talk through your AI policy
A demo focused on where client data is most exposed today, and what sits in front of it.
Request a demo