Dafin - Overview
Two Products. Use either. Or both.
The Dafin Assistant gives your team AI answers on the systems you already run, and your client data never reaches the model. The Dafin Suite brings fifteen business modules across five domains, and you adopt only the ones you need. Use them together and you get one connected view under your own brand.
The hand-off problem
Every firm wants AI.
Few can trust it with client data.
Public AI models can’t see confidential client data, and they shouldn’t. Meanwhile that data is spread across a dozen systems, and the usual fix is to replace everything.
HOW DAFIN WORKS
Your data stays inside. Your systems stay in place.
Dafin runs inside your perimeter with your existing permissions. The AI writes the plan, not the answer, and every figure links back to its source system. Swiss-based, and built with our clients around real business problems.
DAFIN ASSISTANT
Your data never goes to the model
The AI sees only the question and what your systems can do. Dafin runs the plan inside your perimeter, and client data stays where it is.
EVERY FIGURE, ITS SOURCE
Ask twice. Same numbers.
Every answer cites the system it came from, so the same question always gives the same, traceable result.
ON ITS OWN
On the systems you already run
The Assistant connects to your CRM, custodians and portfolio system. No Dafin modules are required.
DAFIN SUITE
Five domains. Fifteen modules.
Data & Reconciliation · Reporting & Analytics · Client & Revenue · Operations & Compliance · Automation & Engagement.
AT YOUR PACE
Each domain works on its own
Adopt one domain at a time and skip anything your systems already cover. There’s no 18-month replacement project.
WHITE LABEL
Your brand, not ours
The Suite and the Assistant run in your colours, your fonts and your name, for your team and your clients.
Live demo · 20 minutes
One question. Every domain.
See the Assistant answer across your domains, for example: “Which clients have a reconciliation break and an open AML flow?” Then decide: the Assistant, the Suite, or both.
Enterprise AI assistant for financial institutions. Secure, accurate, and transparent.
Solutions
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