Financial services AI agents

Financial services AI agents

Udal helps financial services teams govern AI agents inside their own infrastructure, with policy controls and an auditable record of actions.

Regulatory and assurance concerns

Financial services teams need to assess UK GDPR, operational resilience, outsourcing risk and applicable FCA and PRA requirements. Model risk, access segregation and evidence retention need explicit ownership; using Udal does not itself establish regulatory compliance.

Relevant use cases

Agents can assemble risk review evidence, retrieve internal policies and prepare reconciliation exceptions for review. Require human approval for material decisions and actions affecting customers or funds.

Deployment and governance

Udal runs inside your own infrastructure, including air-gapped environments, and never receives customer data. Define approved model routes, credentials, spending caps and approval gates for each project.

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