Six domain experts across the bank, each a commercial-grade body of knowledge that answers in plain language, with citations and a verifiable record. Below is what each one actually knows, the questions it can answer, and how it works alongside your own policies and a banker's own files.
Browse domain content packs authored by named authorities in each field, and subscribe to the ones you need. Each pack is published under its author's brand, curated and trust-scored, and kept current on a regular cadence.
Investment, fiduciary, and wealth-planning expertise for advisers, planners, and relationship managers.
Products, lending, conduct, and fraud knowledge for branch and contact-centre teams.
Lending, credit, covenants, and trade-finance expertise for coverage and credit teams.
Product, valuation, ALM, and market-conduct knowledge for the desks and treasury.
Regulation, model risk, controls, and financial-crime knowledge for the three lines of defence.
Payments, reconciliation, settlement, and resilience knowledge for the operations floor.
Each pack is the licensed backbone of an expert. Subscribe to one, several, or the whole suite; what you select composes into a single expert your people and systems can ask.
Each is authored by domain practitioners, trust-scored, and shipped as dated releases. Each carries reference data, models, frameworks and crosswalks, cases, and templates for its field.
Portfolio construction and allocation, structured-product evaluation, wealth and succession planning, fiduciary suitability, source of wealth and enhanced due diligence, cross-border tax and reporting, and the house view.
Consumer credit and underwriting, household cash-flow and income verification, scam and fraud detection, fair-dealing and vulnerable-customer conduct, and complaint and dispute resolution.
Statement analysis and leverage, cash-flow and debt-service stress, facility structuring and covenants, ultimate-beneficial-owner dissection and KYB, trade finance, and structured credit memos.
Product structure and valuation across asset classes, market-risk and value-at-risk modelling, asset-and-liability management and IRRBB, conduct surveillance, and pre-trade suitability.
Stress testing and macro modelling, model risk and AI validation, regulatory mapping and crosswalks, financial-crime screening and sanctions, and control performance and remediation.
Payment flow and message repair, clearing cutoffs and settlement finality, ledger break and suspense reconciliation, intraday liquidity, and operational resilience.
A licensed expert is the backbone, not the whole. It blends with what your institution knows and what an individual is working on, into one governed answer where every fact is attributed to its source and trust tier.
The domain partner's authoritative content: frameworks, models, playbooks, and reference data, trust-scored and shipped as dated releases.
Your credit policy, product shelf, house view, control register, and procedures, brought in once and governed for everyone.
A client file, a deal pack, a working note in a person's private vault, available only to them and never shared without consent.
A subscription is not a document you buy once. Practitioners keep it current, it stays defensible, and it recombines with your own knowledge automatically.
arrow_forwardTalk to usThe standards your field relies on, written by its recognised authorities, not scraped from the open web.
Re-curated and re-published on a cadence, so you never chase the latest notice or benchmark by hand.
Every source ranked by authority, every answer carrying a Validity Warrant.
New releases blend in without disturbing your institutional knowledge or anyone's personal files.
Everyone draws on the same backbone, so guidance does not vary by who is asked.
Dated, versioned releases, so you can reproduce any past answer exactly.
Regulation and standards mapped to your controls and policies.
Worked examples, so the expert reasons from how real situations were handled.
Benchmarks, matrices, and registries kept live as the figures move.
New manuals, checklists, and clause libraries to apply directly.
What moved in your jurisdictions, and what it means for you.
Revised models, scoring, and validation as practice advances.
Quarterly is the standard release. Faster or slower cadences are available where the field demands it, and source and news monitoring runs continuously underneath them all.
Source and news monitoring, always on, surfacing what changed between releases.
A full, versioned content release every quarter. The right balance for most domains.
For fast-moving fields such as sanctions and regulatory notices, where waiting a quarter is too long.
For stable domains that change slowly, where a yearly release keeps the content honest without churn.
Each expert is complete on its own. Licensed together, they answer one question that crosses domains, and every answer still shows which expert and which source it drew from.
Give each team the expert for its domain, on its own access and rules.
Compose several experts into one you can ask across the institution.
On subscription, per expert, and built to grow with you.
Each domain expert is licensed annually and includes its content and its assistant, re-curated and re-published on a regular cadence.
A seat is one named person or one AI agent, each with a daily allowance for questions and for the proof it produces.
Add institutional bases and let each person keep a private vault, all under the same governance as the licensed expert.
License several experts and combine them into one cross-domain expert, with per-expert attribution preserved on every answer.
The same repository powers your applications and copilots through a secure API and an MCP server, under the same rules.
Pricing is tailored to your portfolio and scale. Talk to us for a quote.
Choose the domain that matters most today, blend it with your own knowledge, and compose the rest of the bank's experts when you are ready.