Solutions — Finance
Private AI for Sensitive Financial Knowledge
Use generative AI with financial information, proprietary research, client documents, and organizational knowledge — while maintaining control over where that information is processed.
Put Financial Knowledge to Work
AI Across Approved Internal Information
KoolBox helps organizations use AI across approved internal information — research, reports, client documentation, policies, and proprietary models.
Teams work in natural language while the underlying information stays inside the environment your organization has chosen.
Research & Analysis
Work with internal research, reports, and financial information.
Document Intelligence
Summarize, compare, and explore complex documents.
Knowledge Search
Find information across approved organizational knowledge.
Internal AI Assistants
Build AI assistants around specific teams, functions, and knowledge sets.
Choose Where Your AI Runs
Not Every Financial Workload Belongs in the Same Environment
KoolBox gives organizations a choice across the full range of deployment architectures.
Match the deployment architecture to the sensitivity of the information.
Cloud
Simple & Fast
Get started quickly without managing your own infrastructure. Best for general business AI workloads where cloud connectivity is appropriate.
Private
Greater Control
Run KoolBox in an environment dedicated to your organization. Best for businesses seeking greater separation and control.
On-Premise
Your Infrastructure
Deploy KoolBox within infrastructure controlled by your organization. Best for sensitive information, internal integrations, and predictable workloads.
Air-Gapped
Maximum Isolation
Operate KoolBox without connectivity to external AI services. Best for highly sensitive information, intellectual property, confidential client data, and corporate secrets.
For sensitive financial information, proprietary models, and confidential client records, KoolBox can operate in a fully air-gapped environment with no external AI API required.
Explore Air-Gapped AIAI for Financial Knowledge You Need to Control.
See how KoolBox can work with your research, client documentation, and internal knowledge without sending it to a public AI service.
FAQ
Frequently Asked Questions
KoolBox is designed so that organizations control where AI operates and where data resides, which is often the central requirement in regulated environments. On-premise and air-gapped deployments keep models and data inside infrastructure you control. Business plans add role-based access controls, and Enterprise adds SSO, SAML, LDAP, and compliance support.
No. Your data is never used to train public AI models. It remains private, protected, and under your organization's control.
Yes. For the most sensitive workloads, KoolBox can operate completely air-gapped, so proprietary research and models remain within customer-controlled infrastructure.
Public AI typically uses consumption-based pricing, so costs can rise as usage grows. For sustained workloads, running supported models on infrastructure you control can create more predictable costs and reduce dependence on per-token external charges.
Yes. You can build AI assistants around specific teams, functions, and knowledge sets, each with its own model, prompt, permissions, and knowledge base.