Dafin AI

Dafin Platform

Use Cases

Security

About Us

Insights

Book a 20-min demo

→

FOR WEALTH MANAGERS, PRIVATE BANKS AND WEALTHTECH FIRMS

For Wealth Managers, Banks

& Wealth Tech Firms

AI your compliance
team can actually
sign off on.

Every answer is calculated from your firm’s own data, every figure cited, and nothing ever leaves your perimeter. One assistant every desk can use — from RM to CIO — that risk and compliance can defend.

Book a 20-min demo

→

Open the product →

MiFID II

FINMA

GDPR

SOC 2

History
+ Chat
Dashboard
⚙
↺
📎

The cost of doing nothing

Your people are already using AI. You just can’t see it.

The pilot got killed over data risk — so client questions now get pasted into ChatGPT on personal phones. The exposure didn’t go away. It just moved somewhere you can’t govern, log or defend.

01

Pilots die on data risk

Every generic tool wants your data to leave the firm. Compliance says no, and the project quietly stalls.

01

Pilots die on data risk

Every generic tool wants your data to leave the firm. Compliance says no, and the project quietly stalls.

02

Shadow AI fills the gap

Blocked officially, adopted privately — client data goes into consumer chatbots on personal phones, off your logs entirely.

02

Shadow AI fills the gap

Blocked officially, adopted privately — client data goes into consumer chatbots on personal phones, off your logs entirely.

03

The exposure is invisible

You can’t audit what you can’t see. The risk is already live — the only question is whether it’s inside your perimeter.

03

The exposure is invisible

You can’t audit what you can’t see. The risk is already live — the only question is whether it’s inside your perimeter.

Dafin gives them the AI they already want — inside the firm, on your data, on your logs.

Built on trust, not on guesses

Answers you can sign off on.

Whether you’re mid-call, mid-rebalance or mid-review — the data you need is in your firm. Dafin closes the gap with answers you can actually use: calculated from your verified data, every figure cited, never invented.

THE DAFIN APPROACH

AUDIT-READY

Verified. Cited. Defensible.

✓ Calculated from your verified data

✓ Every figure cited to its source

✓ Full reasoning trace, logged for audit

✓ If the data isn’t there, Dafin says so

✓ Ready for MiFID and FINMA review

THE GENERIC AI APPROACH

Not Auditable

Plausible. Confident. Risky.

· Generated from probability, not data

· Sources often fabricated or omitted

· No reasoning trace to review

· Confidently wrong when data is missing

· A risk your compliance team can’t sign off on

For your CISO, CTO and compliance team

A wall between your data and the model.

Generic AI tools send your data to the LLM. Dafin doesn’t. The language model sits outside your firm and only ever sees the question — never the client data, or the answer it generates from them.

User
Asks in plain language
question →
← answer
Dafin Engine
Executes the plan on your data
Guarded
executes plan
Your data
Never leaves the engine without permission
how to answer? →
← plan
Outside
LLM
The model only ever receives the method — how to answer — and hands back a plan. Your data stays inside the Dafin Engine; the model never sees it, and never reaches through the wall withouth your permission.
01 / 05You ask the Dafin Engine a question, in plain language.

Built for everyone, in every firm

One assistant. Every desk. Every kind of firm.

Relationship Manager

8:17 AM · before a client call

Summarise the Müller portfolio YTD vs MSCI ACWI, and flag the highest and lowest contributors to the performance.

Portfolio Manager

9:02 AM · monthly rebalancing

Where is allocation drift largest across my Tier 1 mandates?

Risk & Compliance

7:34 PM · quarterly review

Which clients are due for MiFID suitability review this quarter?

CIO

6:05 PM · investment committee

Which mandates are misaligned with the December versus the Growth model?

Trader

8:53 AM · pre-open

Show my desk's net JPY exposure and where we're closest to limits.

Operations

5:47 PM · settlement

Any reconciliation breaks today over CHF 10k still open?

Client Reporting

4:15 PM · Q4 letters

Draft the Q4 client package for the Müller family.

CEO

6:15 AM · before the board

Top three changes in our book this quarter the board should know about.

And built for three kinds of firm

FOR · PRIVATE BANKS

Private banks

Enterprise-grade AI inside regulated banks — for RMs, CIOs, traders, risk and compliance. Built around MiFID II and FINMA from day one.

Read the use case

FOR · PRIVATE BANKS

Private banks

Enterprise-grade AI inside regulated banks — for RMs, CIOs, traders, risk and compliance. Built around MiFID II and FINMA from day one.

Read the use case

FOR · WEALTH MANAGERS

Wealth managers & family offices

For independent wealth managers, EAMs and family offices managing complex multi-jurisdiction structures.

Read the use case

FOR · WEALTH MANAGERS

Wealth managers & family offices

For independent wealth managers, EAMs and family offices managing complex multi-jurisdiction structures.

Read the use case

FOR · PLATFORMS

Portfolio platforms & WealthTech

White-label, REST API, integrate Dafin reasoning into your platform. For PMS vendors and B2B WealthTech providers.

Read the use case

FOR · PLATFORMS

Portfolio platforms & WealthTech

White-label, REST API, integrate Dafin reasoning into your platform. For PMS vendors and B2B WealthTech providers.

Read the use case

One product, adopted your way

Start with the Dafin assistant. Grow into a platform.

Dafin isn’t two products — it’s one, adopted at your pace. Keep what already works, add what you’re missing. No rip-and-replace: begin with the assistant on the systems you run today, then bring on Dafin’s own modules module by module, only where they help.

01

START HERE

The assistant, on your data

Connect the CRM, PMS and custodian feeds you already run. Every desk gets answers from day one — no migration required.

02

ADD OVER TIME

Modules where you have gaps

Reconciliation, billing, onboarding, reporting — adopt Dafin’s own modules one at a time, on your timeline, never in one cutover.

03

THE FULL EXTENT

One connected platform

The complete back and middle office, run by one engine that reasons across every module and system it can reach.

Explore the full platform →

The Dafin Effect

Your data never leaves. Your answers never lie.

0

Bytes of client data sent outside your firm

100%

Of answers cited and traceable to source

100%

On-prem - deployed in your own environment

Frequently asked

Questions teams ask before they sign.

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

Architectural separation between data access and model training. Your data is used only for retrieval and reasoning at query time, never to train any model. The language model sits outside your perimeter and receives the question only.

How does Dafin avoid hallucinations?

How long does implementation take?

What makes Dafin different from ChatGPT Enterprise or Copilot?

Can Dafin be deployed on-premises?

Insights

From Dafin knowledge center.

From Dafin knowledge
center.

View all

→

How AI Is Revolutionizing the Financial Sector

How AI Is Transforming Financial Services in 2026

How AI Is Transforming the Financial Sector: Opportunities, Challenges and the Future

Financial trading chart on screen

Why Regulated Finance Was the Last to Adopt AI

The technology was never the blocker. Trust, auditability, and data control were — and that is exactly what we set out to solve.

20 MINUTES · WITH A FOUNDER

See it on your own data.

Book a focused demo with our founding team — no slides, no SDR, no qualification call.

1

Discovery call

We’ll discuss your needs and current challenges.

2

Personalized demo

See Dafin on use cases relevant to your firm.

3

Technical review

Security, integration and compliance questions answered.

4

Proof of concept

Optional pilot to validate value in your environment.

Request your demo

Tell us a little about your firm and we’ll be in touch within one business day.

Enterprise AI assistant for financial institutions. Secure, accurate, and transparent.

contact@dafin.ai

Product

Home

Dafin AI

Dafin Platform

Use Cases

Security

About Us

Solutions

Wealth Managers & Family Offices

Banks & Financial Institutions

Portfolio Management Platforms

Company

About Us

Contact

Privacy Policy

© 2026 Dafin. All rights reserved.