A 30-person RIA or a community bank with 1,200 employees: same install, same afternoon. PrivacyPal is the on-device governance layer that keeps client PII, account numbers, MNPI and proprietary models out of every third-party AI your people use. Credit unions, commercial lenders, wealth advisors. GLBA, SOX and FINRA stop being blockers. Your team keeps moving.
Most institutions have no visibility into what leaves the building, and the smaller you are the less likely anyone is watching. PrivacyPal closes the gap without banning the tools: your team gets the productivity lift, whoever owns risk gets the audit trail, your examiner gets a straight answer.
Real values out · realistic twins to the model · real values back on return · mapping held on-device, never leaves the bank · every hop logged to SIEM
Draft client narratives, summarize portfolios, explain market moves, without exposing household-level positions to OpenAI.
Let underwriters run AI against borrower financials. Cap tables, covenants and side-letter terms stay inside the bank.
Automate ticket triage and response drafting. Account numbers, SSNs, and routing codes never leave the perimeter.
Accelerate research memos and deal diligence. Proprietary screens and position data stay where they belong.
| Approach | Productivity | Data exposure | Auditable |
|---|---|---|---|
| Block all public AI | Near zero. Shadow AI spreads. | Unknown: no visibility | No |
| Enterprise ChatGPT alone | One tool, one vendor lock-in | Still in the vendor's cloud | Partial |
| PrivacyPal | Every tool, every analyst | Zero: swapped before send | SIEM-ready, per-prompt |
We went from a blanket "no AI" memo to onboarding all our users in two weeks.
Max covers the whole institution: attach your domain, provision every advisor, analyst and branch employee centrally, and hold one AI policy across the firm. $30 per seat a month at 1 to 9 seats, $25 at 10, $21 at 100, billed annually. An advisor covering only themselves runs Pro, which is completely free for individuals. Institutions with a hard data-residency mandate run Cloud inside their own VPC.
PrivacyPal ships pre-configured detectors for every class of data these frameworks regulate: NPI, MNPI, customer records, model governance artifacts. Map once; enforce everywhere.