01
Cited answers on regulated material
Ask about a policy, a procedure, a product document — get the answer with the exact clause it came from.
AI your compliance team can sign off
Banks, wealth managers and fintechs run on documents the FCA expects you to know cold. Marella gives your teams cited answers from policies, procedures and client files — privately, with every access logged.
Speaks your rulebook: FCA PRA SM&CR Consumer Duty UK GDPR ISO 27001
Marella — Financial services
PrivateDo our savings terms meet Consumer Duty outcome four?
Two clauses need attention: the fee disclosure in §4.1 predates the 2023 guidance, and §7 lacks the required value assessment.
¶ Terms library · §4.1The problem, as your teams live it
01
Policy sprawl
Compliance manuals, product governance packs and regulatory updates pile up faster than anyone can internalise them.
02
Evidence pressure
When the FCA asks how a decision was made, 'we think it's in SharePoint' is not an answer.
03
Generic AI is banned for a reason
Public chatbots hallucinate and leak. Your risk function is right to block them.
How Marella fits
02
Access mirrors your permissions
Departments and roles scope who can question which documents. Client files stay walled.
03
An audit trail regulators recognise
Every question, answer and source access is logged — evidence for SM&CR accountability, not friction.
04
Private by design
ISO 27001-certified, UK-hosted, your data never trains shared models. The deployment story your risk committee wants.
Day one: the compliance manual answers back
Load your compliance manual, product governance packs and past advice. Teams ask in plain English; Marella answers with clause-level citations, and flags where documents disagree with each other.
Fair questions
Can we keep client files out of scope?
Yes. Document scope is explicit per department and per agent — client material can be excluded entirely or restricted to named roles.
How does this help with FCA supervision?
Answers carry citations and the audit trail records who asked and saw what. When evidence is requested, you query the log rather than reconstructing history.
Where does our data live?
UK-hosted on OpenKit's managed cloud, or privately deployed in your environment. Either way it is isolated to your organisation and never used to train shared models.
See Marella on financial services documents
A working demo on material like yours — not a slide deck. Bring your hardest documents.
Private by design · ISO 27001 · Built in the UK