AI that understands finance, protects your data
Financial institutions hold some of the most sensitive data imaginable. Coretex Axiom lets you leverage AI without compromising on security, compliance, or data sovereignty.
The financial services data dilemma
Financial Services organizations face unique challenges when it comes to leveraging AI with sensitive data.
Regulatory Complexity
MiFID II, GDPR, PSD2, and now the EU AI Act—compliance requirements are multiplying.
Data Sensitivity
Customer financial data, trading strategies, and market analysis cannot be exposed to third parties.
Information Overload
Analysts drown in reports, filings, and market data while critical insights remain hidden.
How Coretex Axiom helps financial services
Purpose-built capabilities for financial services organizations.
Secure Data Processing
Process financial documents, reports, and market data entirely on-premise. Zero exposure to external systems.
Financial Analysis
Analyze financial statements, project cash flows, and identify trends across your document corpus.
Regulatory Compliance
Search and analyze regulatory filings, internal policies, and compliance documentation instantly.
Research Acceleration
Enable analysts to find relevant information across thousands of documents in seconds.
Audit-Ready
Complete audit trails of every AI interaction, meeting regulatory examination requirements.
Role-Based Access
Ensure trading desk data stays separate from retail banking. Granular permissions at every level.
Real-world applications
Investment Research
Analyze earnings calls, SEC filings, and market reports to identify investment opportunities.
Due Diligence
Accelerate M&A due diligence by quickly analyzing thousands of documents for risks and opportunities.
Client Communications
Draft personalized client reports and communications based on portfolio performance and market conditions.
Risk Assessment
Identify potential risks across portfolios by analyzing historical data and market indicators.
Why financial services organizations choose Coretex Axiom
Accelerate Research
Reduce time spent searching for information by 80%. Get instant answers backed by your data.
Maintain Compliance
Meet GDPR, MiFID II, and EU AI Act requirements with built-in compliance features.
Protect Competitive Advantage
Your proprietary research and trading strategies never leave your infrastructure.
Scale Expertise
Make senior analyst knowledge available to the entire team through AI.
Built for financial services compliance
GDPR Compliant
EU AI Act Ready
MiFID II Compatible
SOX Audit Trails
PSD2 Aligned
BaFin Requirements
Financial Services FAQ
All data processing happens entirely on your infrastructure. We use role-based access control, encryption at rest and in transit, and complete audit logging. Your data never leaves your premises.
Yes. Coretex Axiom includes a comprehensive REST API and supports custom connectors. We can integrate with Bloomberg terminals, Reuters, internal trading platforms, and other financial systems.
Our role-based access control system enforces strict data separation. Trading desk data, retail banking information, and wealth management data can all be kept completely isolated while still being searchable by authorized users.
Coretex Axiom maintains complete audit trails of every interaction. We can provide detailed logs showing who accessed what information, when, and what AI responses were generated—exactly what regulators need.
Transform financial research and analysis
See how leading financial institutions are using Coretex Axiom to accelerate research while maintaining compliance.