Start with the work.
Choose policy support, examination preparation, or document review. Define the deliverable and what a person must approve.
DEDICATED LLM / SMALL AND MIDSIZED BANKS
Your bank’s AI.
On your own hardware.
Bring a dedicated LLM deployment to infrastructure your bank controls. Shape the solution around approved bank knowledge, customer-data requirements, and internal work your staff can review.
Discuss your bank’s requirementsBank deployments are scoped and contracted separately from standard desktop subscriptions. Deployment, security, support, and delivery commitments are agreed in writing for your institution.
Get the deployment planning guideDefine the boundary.
Map the data, infrastructure, permitted access, and required safeguards. Begin evaluation with approved or synthetic material.
Agree on a measured pilot.
Agree on vendor-review evidence, quality, access, recovery, and operating criteria before expanding. Define the trained operator, staff reviewer, and support responsibilities.
BANK-HOSTED MEANS A DEFINED DEPLOYMENT
More than a model.
An operating arrangement.
Your bank’s environment, people, and information requirements determine the scope. Confirm each of these items before production work begins.
Hardware & capacity
Size the environment for the agreed workloads, document volumes, response expectations, concurrent users, and recovery needs. Benchmark on the proposed hardware rather than assuming desktop limits apply.
Information flow
Separate bank-hosted work from any optional online research, connected apps, or media services. Specify which information may use each path, then map processing, stored records, logs, backups, and support transfers.
Identity & access
Agree on staff roles, approved knowledge sources, permission enforcement, administration, and support access. Test prohibited retrieval and actions against the agreed design.
Evidence & evaluation
Define source checks, missing-information behavior, review criteria, and representative test cases. Keep policy interpretation, credit decisions, and regulatory submissions with accountable people.
Updates & recovery
Assign responsibility for security patches, model and software updates, re-evaluation, rollback, incident response, backups, and restore testing.
Contracts & exit
Confirm model licensing, rights to bank data and custom work, retention and data-use commitments, service terms, support access, portability, and the process for ending the relationship.
Be precise about the boundary. A dedicated deployment does not automatically transfer ownership of base-model weights or make every desktop feature local. Disconnected operation, no-training terms, retention, optional integrations, and assurance documentation must be confirmed for the agreed solution.
BANKING RESOURCE / DEPLOYMENT PLANNING GUIDE
Planning a Bank-Hosted AI Deployment
Turn an intended workflow into a scoped operating arrangement. Learn how to plan workload, test capacity, assign responsibilities, and establish support, recovery, and exit requirements.
- Define workloads and test the proposed environment.
- Separate bank-hosted work from optional online services.
- Agree on support, updates, recovery, costs, and exit.
LET’S UNDERSTAND YOUR BANK
A useful conversation
starts here.
Tell us the internal workflow, the result your staff need, and the information requirements that matter. Do not include customer records, account numbers, personal client information, credentials, or other sensitive data.
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