An example workflow
A retail broker
Client queries about orders and holdings spike on volatile days. An evaluation could replay a sample of resolved queries and compare the draft replies and turnaround with the support team's, and the total cost.
Your broking AI, on premises you can name.
Client query handling, KYC checks and surveillance summaries, evaluated on cases you choose, with where the work runs agreed first.
Prefer email? hello@azitalabs.com, subject “Workload evaluation: Stock broking”
Your policies keep client and trading data locked down.
Order data, KYC documents and Demat account details stay where your policies keep them. Most AI tools send data to servers you do not control, so your compliance and surveillance teams either skip them or rely on slow manual checks. Client queries and surveillance alerts wait in the queue.
- What you bring
- Client queries, KYC documents or surveillance alerts you choose to release.
- What comes back
- Draft replies, verification results and alert summaries for your compliance and support teams to review.
What an evaluation could look like.
An example workflow
A wealth advisory
Research notes are summarised for relationship managers every morning. An evaluation could summarise a week of past notes and let the advisors judge them before anything changes.
An example workflow
A surveillance team
Alerts need a written summary before review. An evaluation could run a sample of closed alerts where SEBI rules and the broker's policy allow, and set the compliance officers' review next to the total cost.
Custody you can walk to. With the pack your auditors ask for.
You choose the cases
Your compliance team selects which client queries, KYC files or alerts take part, and how samples are handled is agreed before the evaluation starts.
The pack comes first
Ask for the compliance pack to see how location, access and custody are set out, before you release any client data.
Your compliance teams decide
Your compliance and support teams grade the output on cases you choose. If it does not meet their criteria, nothing changes.
Where it runs, and what is agreed.
Capacity from the Azita fleet
Run your workload on capacity from Azita’s installations. Scope the workload and data requirements.
Discuss your workload on the fleetAn installation in your building
Scope the room and workload together. Azita designs, installs and commissions the deployment.
Discuss an installation in your buildingWhere the work runs, which models are used, who has access and how long anything is kept are agreed in your proposal before any work starts. For how location, access and custody are set out, ask for the compliance pack.
Compare quality and total cost on your own workload.
Agree a representative job and the acceptance criteria. Compare the output, turnaround, data requirements and total cost before deciding.
- Read the pack firstHow location, access and custody are set out for an Azita deployment, before you release anything.
- Agree the casesCases you choose to release, and the review criteria your compliance and support teams set.
- Compare, then decideYour compliance and support teams compare the output and total cost. The agreement sets responsibilities, access and exit before any installation.
Available to evaluate on your own workload.
On the Azita fleet, or on an installation in your building.
Arrange a workload evaluation
We'll review what you need to run and contact you to discuss the right setup.
Proposal based on your workload and deployment.
There is no price list. Your proposal states what is being quoted, the commitment and what is included. Human review, software licences and integration are listed wherever they apply.
Add what you pay for today. It travels with your enquiry as a note, so the comparison starts from the same work.
Prefer to read first? How pricing works
Straight answers.
Does the trading data leave our premises?
On an installation in your own building, the work runs in a room of that building. On the Azita fleet, it runs in a building named in your agreement. Where the work may run is set in your agreement before any work starts.
What is in the compliance pack?
How location, access and custody are set out for an Azita deployment, written for your auditors to review. Ask for it before you release any client data.
How do we judge quality on our own cases?
Your compliance and support teams grade the output on cases you choose to release, against criteria they set. If it does not meet them, nothing changes.
Does the evaluation require moving client data out?
The cases, where they are processed and how they are handled are agreed before the evaluation starts. You choose what to release.
How is it priced?
Proposal based on your workload and deployment. It states what is being quoted, the commitment and what is included, and lists human review, software licences and integration wherever they apply. There is no price list. An installation in your own building is its own agreement, separate from hosting capacity for others.
What happens when the contract ends?
Exit, removal and how client data is handled at the end are set out in your agreement before you sign.
Related
Regulated sectors
AI for data your rules keep on your premises, with the compliance pack first.
The page for every kind of work in this group, and how an evaluation works.
Read
Also for
Bank
KYC checks, loan document processing and fraud review, on an installation in your own premises or the Azita fleet. Evaluate on cases you release.
Read
Also for
CA & audit firm
Ledger analysis, reconciliation and tax document processing, evaluated on audit files you choose, with where the work runs agreed first.
Read
Start with your own workload.
Start with your auditors' questions
Tell us your sector, where the data must stay and what your auditors need to see. We agree a representative job and how samples are handled before the evaluation starts.
Arrange a workload evaluation