See where account data enters AI
Map supported models, data sources, and tools behind customer-service and internal financial assistants.
Financial services AI security
Protect customer data as AI enters financial workflows
Test whether assistants expose information across accounts or follow malicious instructions in documents. Guard connected interactions as those workflows move into production.
The challenge
Customer data and connected tools raise the stakes
Financial assistants can retrieve confidential information and call business tools in the same conversation. A manipulated response or weak boundary can expose data beyond the intended user.
The Repello approach
Inventory maps supported data and tool connections. ARTEMIS tests disclosure and tool-use boundaries through the application. ARGUS applies configured policies to connected interactions and records the outcome for review.
How Repello helps
Challenge cross-account boundaries
Test whether an assistant reveals another customer's information or follows hostile instructions in retrieved content.
Guard connected interactions
Configure ARGUS policies for supported prompt injection and disclosure risks. Keep account authorization and transaction approvals in your underlying systems.
Review outcomes and retest
Compare attack evidence with runtime events, confirm what was flagged or blocked, and rerun tests after workflow changes.
What Repello gives your team
Keep financial AI within the boundaries you set
Test the AI interaction around sensitive data while your existing systems continue to own account permissions and transactions.
Expose risky disclosures before launch
- Probe cross-account exposure with separate test identities.
- Test whether documents or retrieved content can redirect the assistant.
- Give the application owner the attack path and evidence to investigate.
Review guardrail outcomes in production
- Apply configured policies to supported connected interactions.
- See the surrounding conversation and recorded response when a policy fires.
- Retest after changes to retrieval, prompts, or tools.
Frequently asked questions
What to know before deployment.
Can we test whether an AI assistant exposes another customer's account?
Yes. With separate test identities and controlled account data, ARTEMIS can probe cross-account disclosure through a supported application. Review the attack path and any information revealed, then fix the underlying authorization or application control.
Can Repello assess AI assistants connected to internal research?
Inventory maps supported models, data sources, and tools connected to an assistant. ARTEMIS can test whether prompts or untrusted retrieved content cause it to reveal research outside the intended access boundary.
Do we need real customer data for red teaming?
No. Synthetic accounts and records can reproduce the access boundaries you want to test without exposing live customer information. Agree on test identities, permitted actions, and data with the application owner first.
What evidence can teams review before an AI workflow goes live?
ARTEMIS provides attack findings, the interaction that produced them, and mitigation guidance. Application and risk teams can review the behavior, address the weakness, and rerun the test; Inventory can add context about connected data and tools.
How can ARGUS protect a financial AI workflow in production?
For connected applications, ARGUS monitors interactions and applies configured guard policies at supported enforcement points. Its event record shows whether a suspicious interaction was flagged or blocked.
Does Repello replace fraud or transaction controls?
No. Repello helps discover, test, and guard AI workflows. Account authorization, fraud detection, transaction approvals, and regulatory decisions still belong to the underlying systems and responsible teams.
See Repello in action
Get a personalized Repello demo.
Bring a financial assistant your team is deploying. See its data connections, a targeted disclosure test, and the runtime policy evidence available for review.