Why off-the-shelf AI tools fail regulated businesses
When your staff paste client data into ChatGPT, that data leaves your control. There is no audit trail, no access restriction, and no guarantee about where that data ends up. For firms regulated by the FCA, handling NHS data, or operating under GDPR, this is not just a risk - it is a compliance failure waiting to happen.
Most AI tools were built for consumers, not for businesses that handle sensitive financial, legal, or medical information. They lack the infrastructure to keep your data private, the logging to satisfy regulators, and the integration to connect with your existing business systems.
The Secure AI Platform solves this by running AI inside your own private cloud environment. Your data never touches the public internet. The AI provider never sees it. Every interaction is logged. And it connects directly to your CRM systems, so your team gets AI-powered answers enriched with real business data.
How the Secure AI Platform works
Your data stays inside a private AWS VPC. The AI model is accessed via PrivateLink, a direct connection that never routes through the public internet. Staff access the platform through a secure web portal from anywhere in the world.
- Validates identity on every request
- Restricts access to your domain
- Fetches client data from your CRM
- Builds enriched queries for the AI
- Logs every interaction for audit
- Private connection - never touches public internet
- AI provider never sees your data
- No data retention by the model provider
Enterprise-grade security and compliance
Every component of the platform is built to satisfy the requirements of regulated industries. Security is not an add-on - it is the foundation.
Private VPC infrastructure
All data stays inside your private AWS Virtual Private Cloud. No public internet exposure. Network isolation by default.
SSO and multi-factor authentication
Staff sign in with existing Google Workspace or Microsoft 365 accounts. MFA is mandatory - no exceptions, no weak passwords.
Full audit trail
Every AI interaction is logged: who asked, what was asked, which client was referenced, and when. Complete compliance trail for regulators.
Encryption at rest and in transit
All data encrypted using AWS KMS at rest and TLS 1.3 in transit. Meets FCA and GDPR encryption requirements.
Zero data retention by AI provider
Anthropic (the AI provider) never sees your data. AWS Bedrock ensures prompts and responses are not stored or used for training.
Domain-restricted access
Only email addresses from your organisation can access the platform. Every request is validated against the user's identity token.
Connects to your existing business systems
The platform pulls live data from your CRM at the time of each query. Your team asks a question in plain English and gets an answer enriched with real client data - portfolio information, meeting history, KYC status, and more.
Dynamics 365
Client profiles, portfolio holdings, transaction history, KYC status, and risk assessments. Connected via OAuth 2.0.
HubSpot
Marketing data, lead information, email engagement history, meeting notes, and contact records. Connected via API.
Salesforce
Client records, opportunity pipelines, case history, and custom objects. Connected via OAuth 2.0.
Custom systems
Bespoke integrations with internal databases, document management systems, and third-party APIs via the platform's connector framework.
Built for regulated industries
The platform is designed from the ground up for businesses that handle sensitive data and operate under regulatory oversight.
Financial services
Wealth management, investment advisory, private banking. AI-powered client briefs, portfolio analysis, suitability checks, and compliance pre-screening. Full FCA audit trail on every interaction.
- Pre-meeting client intelligence
- Automated suitability reporting
- KYC and onboarding automation
- Compliance query assistance
Legal
Law firms and legal departments handling confidential client matters. Document analysis, case preparation, contract review, and research - all within a private, audited environment.
- Confidential document analysis
- Case law research assistance
- Contract clause extraction
- Client matter summarisation
Healthcare
NHS trusts, private healthcare providers, and pharmaceutical companies. Patient data remains within your controlled environment, meeting NHS Data Security and Protection Toolkit requirements.
- Clinical document summarisation
- Patient record analysis
- Research data processing
- Administrative automation
Professional services
Consultancies, accountancies, and advisory firms. Protect client confidentiality while giving your team AI-powered productivity tools that integrate with existing workflows.
- Client engagement summaries
- Proposal and report generation
- Knowledge base search
- Cross-system data consolidation
Deployment process
From initial assessment to a working platform. Every phase delivers something tangible.
Assessment
We evaluate your current systems, data flows, compliance requirements, and identify which workflows will benefit most from AI integration.
Architecture design
We design the infrastructure: VPC configuration, CRM connections, authentication setup, and security controls tailored to your regulatory environment.
Build and deploy
Infrastructure as code ensures repeatable, auditable deployments. The platform is built in phases: secure foundation, authentication, then the AI query flow with CRM integration.
Train and optimise
Your team is trained on the platform. We fine-tune prompts, adjust integrations, and optimise based on real usage patterns. Ongoing support ensures the platform evolves with your business.
Frequently asked questions
Is my data shared with the AI provider?
No. The AI runs within your private AWS VPC via Bedrock and PrivateLink. Anthropic (the AI provider) never sees your data and does not retain prompts or responses. Your data never leaves your controlled environment.
How does the platform comply with FCA regulations?
The platform provides full audit logging of every AI interaction (who asked, what was asked, which client was referenced, and when), encrypted data at rest and in transit, access restricted to verified staff via SSO and MFA, and complete data sovereignty within your private infrastructure.
Can the platform integrate with our existing CRM?
Yes. The platform integrates with Dynamics 365, HubSpot, Salesforce, and custom systems via secure API connections. CRM credentials are stored in AWS Secrets Manager and never exposed in application code.
How long does deployment take?
A typical deployment takes 6-8 weeks from kickoff to a working MVP: infrastructure foundation (2 weeks), authentication and staff portal (1-2 weeks), and core AI query flow with CRM integration (3-4 weeks).
Is the platform GDPR compliant?
Yes. Data is encrypted at rest (KMS) and in transit (TLS 1.3), stored within your private AWS VPC in your chosen region, and never processed by third parties. Full audit trails and data subject access request capabilities are built in.
What AI models are available?
The platform uses AWS Bedrock which provides access to Claude (Anthropic) and other leading models. The model is selected based on your specific use case, balancing capability, cost, and performance.
Can staff access the platform remotely?
Yes. The platform is designed for remote workforces. Staff sign in from anywhere using their existing company accounts (Google Workspace or Microsoft 365) with mandatory multi-factor authentication. No VPN required.
What does the platform cost to run?
Infrastructure costs depend on your usage and scale. There are no per-seat licence fees. We provide a detailed cost breakdown during your assessment so there are no surprises.
Ready to deploy AI securely?
Book a Secure AI Platform assessment. We will evaluate your systems, identify high-impact opportunities, and show you exactly how the platform would work within your infrastructure.