AI that fits
inside a regulated bank.
Dafin brings AI reasoning to relationship managers, portfolio managers, CIOs, traders and compliance — without compromising on the security, audit trail or regulatory standards your bank operates under.
Scattered everywhere.
Useful nowhere.
PMS in one tool. Custodian feeds in Excel. KYC in PDFs. Internal notes in Outlook. The data you need is in your firm — just rarely in one place. Dafin sits across all of it.
Before Dafin
→ Pull custodian feed · reconcile
→ Find IPS doc · check limits
→ Build client summary in Word
→ Send
After Dafin
40% more time with clients.
Less time on data retrieval. More time on the conversations that grow the relationship.
Audit-ready, by design.
MiFID suitability checks, KYC renewal surfacing, concentration limit monitoring, AML transaction patterns. Every output cited and traceable for the next regulator visit.
Multi-jurisdiction. Multi-currency. Multi-asset.
Family offices manage complexity that traditional tools struggle with. Dafin reads all of it.
What can we mobilise?
Liquidity views across structures without forcing illiquid sales.
Year-end optimisation
Loss harvesting candidates across all entities and jurisdictions.
Consolidated view
One picture across custodians, structures and generations.
Also built for private banks and platforms.
See it on your own data. In twenty minutes.
Book a focused demo with our founding team — no slides, no SDR, no qualification call.
Book a 20-min demo →