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For Private Banks, Wealth Managers & WealthTech Platforms

The AI Platform Wealth Firms Can Trust

Leverage the full power of AI to boost productivity and customer satisfaction without the worries linked to privacy, security, halucinations, and data precision.

Dafin - Your private AI Assistant

Always ready to help

Online

Most AI solutions are long on promises and short on specifics. For financial firms, that's not good enough. Where is your data going? How is it protected? What happens when the AI gets it wrong? These aren't edge-case concerns — they're the questions that determine whether AI can work in your industry at all.

Dafin was built to answer them.

Secure enough for compliance. Simple enough for everyone else.

Financial AI that understands your numbers — and shows its reasoning, not just its results.

The AI your teams will actually use — with the access controls and compliance your organization demands.


Secure

Your data never leaves your control

No LLM training

No exposure

No data leakage

Accurate

Zero hallucinations

Verified sources only

Not generated. Calculated.

Trustworthy results

Intuitive

Live in weeks, not months

Fast onboarding

100% user adoption

Immediate value

Compliant

Every answer comes with reasoning

Built for trust

Audit-ready

Full accountability

A secure, linear workflow that keeps your data protected while delivering accurate, explainable answers
User DataDatabase - API
EventsWebhook
FilesLocal or Cloud
Dafin AI EngineWhere the magic happens
AnalyticsGraph, Table
NotificationsTeams/Slack/Email
OutputExplanation

Step 1

Your words

User

Submits Query

Step 2

Analysis & planning

LLM

Language Model

Step 3

Accesses data & reasons

Accesses data
& reasons

Dafin

Intelligent Layer

Step 4

Explainable result

Response

Verified Answer

Dafin Securely Connects
to Your Data Sources

  • PMS Database

  • Documents

  • Market Data

  • KYC Data

  • Internal Data

  • Cloud Storage

Who Uses Dafin

Wealth managers, banks, and portfolio management platforms use Dafin to get precise answers from their data — without compromising security or compliance.

Wealth Managers
& Family Officers

Save time, reduce risk and focus on client value

Portfolio Management Platforms

Integrate trusted AI reasoning fast and safely

Portfolio Analysis

Instantly analyze portfolio performance, risk exposure, and optimization opportunities across multiple client accounts.

Tailored Reporting

Generate comprehensive performance reports with insights and recommendations for client meetings.

Client Intelligence

Quickly access comprehensive client information, preferences, and history for personalized service.

Client Communications

Draft personalized client communications based on portfolio performance and market conditions.

Wealth Managers & Family Officers
Wealth Managers
& Family Officers

Save time, reduce risk and focus on client value

Portfolio Management Platforms

Integrate trusted AI reasoning fast and safely

Portfolio Analysis

Instantly analyze portfolio performance, risk exposure, and optimization opportunities across multiple client accounts.

Tailored Reporting

Generate comprehensive performance reports with insights and recommendations for client meetings.

Client Intelligence

Quickly access comprehensive client information, preferences, and history for personalized service.

Client Communications

Draft personalized client communications based on portfolio performance and market conditions.

Wealth Managers & Family Officers

The Dafin Effect

Tailored solutions for wealth managers, banks, and portfolio
management platforms seeking secure AI integration.

What You Gain

Use AI without sharing your data

Leverage AI capabilities while maintaining complete data privacy and control.

Protect confidentiality without limiting innovation

Advance your AI strategy without compromising security requirements.

Let teams focus on high-value work

Eliminate time spent on data retrieval and focus on strategic decisions.

Turn data into confident decisions

Make informed choices backed by accurate, explainable insights.

Give your employees their own personal assistant

  • Relationship Managers

    "Summarise my client's portfolio YTD including allocation evolution, and its performance relative to the MSCI ACWI USD Index."

    Answer your client's questions on the spot.

  • Risk & Compliance

    "Show all portfolios with concentration above 20% in a single sector."

    Query exposure in plain language.

  • Compliance

    ""Which accounts are missing required documentation ahead of the quarterly review?"

    Surface errors before they become problems.

Ready to bring trusted AI into your organization?

Schedule a personalized demo and see how Dafin can transform your data into confident decisions.

Request a Demo

What to Expect

1
Discovery Call

We'll discuss your specific needs and current challenges.

2
Personalized Demo

See Dafin in action with use cases relevant to your organization.

3
Technical Review

Our team will answer security, integration, and compliance questions.

4
Proof of Concept

Optional pilot program to validate value in your environment.

Contact Information

contact@dafin.ai

linkedin.com/company/dafin-ai

Frequently Asked Questions

Common questions about Dafin's capabilities and implementation

How does Dafin ensure my data is never used for training?

Strict architectural separation between data access and training. Your data is only used for retrieval and reasoning with contractual guarantees.

How long does implementation take?

What makes Dafin different from other AI tools?

What data sources can Dafin connect to?

Can Dafin be deployed on-premises?

How is pricing structured?