AI Assistant for Financial Services - Powered by Bedrock
Flexa Cloud · Finance & Accounting
Certification per AWS Marketplace.
Evidence tier Source Confirmed · 4 captures on record
What the publisher says
As described on AWS Marketplace.
## The AI assistant your risk committee, auditors and regulators can actually approve
**The problem.** Banks, insurers and asset managers sit on the richest unstructured data in any industry: policies, contracts, prospectuses, credit files, KYC dossiers, claims and regulatory bulletins. Analysts spend 40-70% of their day reading documents and re-typing what they found. Generic AI chatbots get blocked by Risk and Compliance for good reason: no lineage, no citation, no audit trail, no data residency, no model governance.
Show the rest of the publisher’s description (47 more lines)
**Our solution.** A production-grade **AI assistant for regulated financial institutions**, built on **Amazon Bedrock** and deployed **100% inside your own AWS account**. Every answer is grounded in your authoritative sources, cites the exact clause or page it came from, refuses to answer beyond its evidence, and writes an immutable record of every prompt, retrieval and response for your auditors.
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### Typical outcomes our clients see
| KPI | Result |
|---|---|
| Analyst time on document review | -40% to -60% |
| Credit / underwriting file turnaround | days to hours |
| Tier-1 customer and broker queries resolved | 55-75% |
| Regulatory change impact assessment | -70% effort |
| Answer traceability to source | 100% cited |
| Time-to-production | 8-10 weeks |
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### What the assistant does, by function
**Banking** - credit memo drafting from spreads and filings, KYC/AML dossier summarization, dispute and chargeback triage, product and fee inquiries for branch and contact-center staff.
**Insurance** - policy wording Q&A, underwriting submission triage and risk-appetite matching, claims first-notice summarization and coverage checks, broker and policyholder self-service.
**Capital markets and asset management** - equity and fixed-income research, prospectus and fund-fact extraction, investment-committee memo drafting, suitability and product ideation.
**Risk, compliance and legal** - regulatory horizon scanning, control mapping to new circulars, contract clause comparison, complaint-handling QA, internal-policy help desk.
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### Governance that clears second and third line of defence
- **Grounded answers only.** Retrieval-augmented generation over your document estate with mandatory citations. No source, no answer.
- **Amazon Bedrock Guardrails** for PII redaction, denied topics, prohibited financial advice and hallucination control.
- **Human-in-the-loop by design.** Configurable approval gates before any client-facing or decision-bearing output.
- **Immutable audit trail.** Every prompt, retrieved chunk, model version, user and response logged to CloudTrail and your data lake, exportable for supervisory review.
- **Model risk pack.** Documentation aligned to SR 11-7 style expectations: intended use, limitations, evaluation set, drift monitoring, challenger testing.
- **Least privilege.** Per-desk and per-entity access control, so an analyst never retrieves what their role cannot see.
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### Enterprise and regulatory fit
- Runs entirely in **your AWS account and region of choice** - your data never leaves your boundary and is never used to train foundation models
- Designed for **LGPD, GDPR, SOX, PCI-DSS, SOC 2, ISO 27001** control environments
- Supports **BACEN and CMN resolutions, SUSEP, CVM, Basel III, Solvency II, DORA and NIST AI RMF** alignment
- Private connectivity, KMS customer-managed keys, VPC endpoints, no public inference paths
- Integrates with core banking, policy admin, CRM and ECM: Salesforce, ServiceNow, SAP, Guidewire-class systems, SharePoint, S3 and mainframe extracts
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### How we deliver
**Discovery and design (weeks 1-2)** - use-case scoring workshop with business, Risk and Compliance; document inventory; success metrics; target architecture and control matrix.
**Build (weeks 3-8)** - ingestion and chunking strategy per document class, Bedrock Knowledge Bases with OpenSearch, agentic tool use for core-system lookups, guardrails, and an evaluation harness with a golden question set scored for accuracy, citation fidelity and refusal behaviour.
**Validate and launch (weeks 9-10)** - model risk documentation, security review support, pilot with a controlled user group, dashboards for adoption, accuracy and cost per resolved query, then 30 days of hyper-care and a monthly tuning loop.
---
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### Why Flexa
- **15+ years in AI and Cloud, AWS Partner since 2013**
- Leader in Generative AI in Latin America with **300+ AI solutions on AWS Marketplace**
- 200+ enterprise deployments since 2023, including banking, insurance and healthcare payers
- Powered by **Amazon Bedrock and Amazon SageMaker**, with frontier models such as Anthropic Claude
- **Outcome-based contracts available** - we share the risk
### Next step - free Discovery Call
Bring one document-heavy process. In 14 days we return a **Business Case** with baseline effort, projected reduction, control mapping for your compliance team and a 10-week delivery plan, at no cost.
Highlights
Highlighted by the publisher on AWS Marketplace.
Regulator-ready by design - every answer cites its source, Bedrock Guardrails enforce PII redaction and denied topics, and an immutable audit trail plus model risk documentation clears second and third line of defence
Deployed 100% in your AWS account and region in 8-10 weeks - data never leaves your boundary and is never used to train foundation models, aligned to LGPD, GDPR, SOX, PCI-DSS, SOC 2, BACEN, SUSEP and DORA control environments
Purpose-built for banking, insurance and capital markets workflows - credit memos, KYC/AML dossiers, policy wording, underwriting triage, claims summarization and regulatory change assessment, cutting analyst review time 40-60%
Agent build and provenance
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Vendor
External enrichment · as of 2026-08-29
Sources
Publisher resources
1 linkLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
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