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Security

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ARCHITECTURE & APPROACH

The intelligent layer between you, the LLM and your data.

Dafin sits at the centre of your data infrastructure — interpreting questions with a language model, calculating answers from your verified sources, and returning them with full reasoning and citations.

01 · How it works

Four stages. One promise: no invented answers.

Inside your firm
Query
Planning
Intelligence
Response
User Prompt
Natural language
LLM
Language Model
Dafin
Intelligent Layer
Analytics
Charts · Tables
Notifications
MS Teams · Email
Reports
PDF · Explained
User Data
Database · API
Market Data
Live Feeds
Documents
Files · Reports
Events
Webhook
1
Query
2
Plan
3
Execute
4
Respond

02 · Calculated, not generated

Why Dafin doesn’t hallucinate.

Hallucinations happen when a language model generates content not grounded in real data. Dafin’s architecture prevents this by structurally separating reasoning from generation.

Answers are calculated from your verified data sources, with the LLM used only to interpret the question and format the response. If the data needed is unavailable, Dafin says so.

D

No data? No answer.

honest by design

What was the Müller portfolio return for January 2019?

I don’t have position data for that date range. The earliest data available for this client begins 14 March 2020. Would you like me to summarise from there?

HONEST BY DESIGN

No invented numbers. No plausible fiction.

03 · Open connector model

Plugs into the systems your firm already runs.

No data migration. No model training. Just connect what you have.

PMS Database

Market Data

KYC Data

Documents

Internal Data

Cloud Storage

Analytics APIs

CRM Systems

Compliance Docs

Custodian Feeds

Risk Models

Order Management

04 · Implementation

Production-ready in months, not years.

Most deployments go live within 3–4 months — fast for a regulated wealth platform, where comparable rollouts take 12 to 24 months.

Week 1

Discovery

Map your data sources and define the success criteria.

Weeks 2–6

Connectors

Plug Dafin into your PMS, custodian feeds and document stores.

Weeks 7–10

Security review

Your team validates architecture, runs pen tests, signs off.

Weeks 11–16

Rollout

Onboarding by role. First users active in month two.

LIVE DEMO · 20 MINUTES

See it run on your data.

A focused demo with our solutions team — we’ll walk through architecture, connectors and what your typical deployment would look like.

Enterprise AI assistant for financial institutions. Secure, accurate, and transparent.

contact@dafin.ai

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Product

Use Cases

Security

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