Who Dafin is for
AI that fits how you actually work.
From relationship managers preparing for a client call, to CIOs aligning the house view, to compliance officers running concentration checks — Dafin works across the front, middle and back office.
By firm type
Built for three kinds of firm.
FOR · PRIVATE BANKS
Private banks
Enterprise-grade AI inside regulated banks — for RMs, CIOs, traders, risk and compliance.
FOR · WEALTH MANAGERS
Wealth managers
Save time, reduce risk, focus on clients — for independent firms and family offices.
FOR · PLATFORMS
Portfolio platforms
White-label, REST API, integrate Dafin reasoning into your platform — fast and safely.
By role
Across the front, middle and back office.
Relationship Managers
Client-facing
Portfolio Managers
Performance
Traders
Execution
CIO & Investment Committee
Strategy
Risk & Compliance
Audit · Control
Middle Office
Reconciliation
Back Office
Reporting
Client Reporting
Communications
In practice
Real questions our users ask.
Relationship Manager
Summarise my client’s portfolio YTD vs their benchmark before this morning’s call.
Portfolio Manager
Where is allocation drift the largest across my Tier 1 mandates?
Risk & Compliance
Which clients are due for MiFID suitability review this quarter?
CIO
Which positions in my book are misaligned with our current house view on rates?
TAILORED TO YOUR TEAM
See Dafin in your team’s workflow.
Book a demo and we’ll tailor it to the roles in your firm.
Enterprise AI assistant for financial institutions. Secure, accurate, and transparent.
contact@dafin.ai
Solutions
© 2026 Dafin. All rights reserved.