AI for financial services

Put your internal knowledge to work with AI.

Build AI search and question-answering around your internal knowledge with Haystack Enterprise Platform. Connect a defined document collection, show supporting references and evaluate quality and cost before expanding.

Illustrative knowledge workflow showing source documents, AI configuration and quality review; not product UI or customer results.

Your knowledge. More ways to use it.

Build around your policy and research teams.

Start with one defined need and a collection of relevant documents. Evaluate the experience against real questions before adding more users or content.

One valuable workflow. Clear quality standards.

Illustrative knowledge workflow showing source documents, AI configuration and quality review; not product UI or customer results.

Policy retrieval

Policy documents and internal guidance can be difficult to search together. Use Haystack Enterprise Platform to build an internal knowledge assistant around a defined collection, then test it against the questions your team needs to answer.

Checkable research

Your team needs to inspect what an AI response is based on. Build retrieval and supporting references into an internal research workflow with Haystack Enterprise Platform, then evaluate the answers against your own examples before release.

Deployment choice

Your internal knowledge workflow has specific infrastructure and data requirements. Haystack Enterprise Platform offers self-hosted and air-gapped options. Review the full application and its connected services against those requirements before deployment.

Build new experiences. Keep your choices.

Your knowledge. Checkable AI answers.

Connect retrieval to a defined task. Show supporting references so your team can inspect what a response is based on. References help review; they do not guarantee correctness.

Define the collection

Choose the documents, users and task boundaries for this application.

Inspect supporting sources

Inspect responses and evidence against the standards your team sets.

Evaluate real questions

Test representative examples and failure cases before wider use.

Illustrative knowledge workflow showing source documents, AI configuration and quality review; not product UI or customer results.

Your workflow. Your AI choices.

Configure models and deployment for your application. Review the full data flow and connected services against your requirements. Deployment choice alone does not establish compliance.

Review connected systems

Assess authentication, document access and service integrations.

Compare supported models

Evaluate supported models against the outputs your team needs.

Assess deployment options

Review hosting, model calls and data flows against your infrastructure requirements.

Illustrative knowledge workflow showing source documents, AI configuration and quality review; not product UI or customer results.

Scale your AI. Keep quality and cost in view.

Compare configurations on the same task using shared acceptance criteria. Assess quality, usage, retries and total operating cost before expanding.

Compare like for like

Use the same questions and acceptance criteria for every configuration.

Measure the full task

Include retrieval, model usage, retries, review and infrastructure costs.

Review before expanding

Choose a configuration when it meets the quality standards for the task.

Illustrative knowledge workflow showing source documents, AI configuration and quality review; not product UI or customer results.

Build your next financial-services AI experience.

Discuss one internal knowledge workflow, the systems it needs to connect to, and how to evaluate quality and operating cost.