AI
Secure chatbot

Enabling Secure AI Adoption with a Chatbot for a Global Finance Leader

CloudX delivered a secure AI chatbot for a leading finance firm, enabling 250+ users to safely access multiple LLMs. The result: enhanced productivity, strict compliance, and accelerated AI adoption across the organization.

Screens from the secure AI chatbot designed by CloudX

The project in a nutshell

AI Solution
Cognitive Transformation
Data Privacy
Secure Chatbot
Financial Services
Man interacting with an AI chatbot on a laptop in a modern office, with colorful sticky notes on a glass wall and papers on the desk.

The Challenge

Our client is a global leader in quantitative finance seeking to harness the power of Generative AI in their daily operations, while maintaining the highest standards of security and privacy.

As AI adoption accelerated across the industry, employees began to use public AI chatbots like ChatGPT and others in their daily work. This raised significant concerns for the client’s security team, particularly around data privacy and the risk of sensitive information being shared with external platforms.

The organization needed a secure, centralized solution that would empower teams to leverage AI safely, without compromising compliance or operational integrity.

Solution

CloudX partnered with the client to design and implement a secure, enterprise-grade AI solution that acts as a proxy between users and multiple Large Language Models (LLMs). The platform presents a user-friendly interface that centralizes access to leading models such as Anthropic’s Claude, OpenAI, Meta AI, and DeepSeek, with the flexibility to add or remove models as new options emerge.

The solution was designed to enable seamless interaction with the LLMs, all within a unified application. Users can select their preferred model and version, and customize output parameters for different use cases.

With a strong focus on data privacy, our solution relies on a robust system of input validation and privacy checks, with queries intercepted before reaching the LLM. The application performs a comprehensive audit of all prompts and responses, ensuring full traceability and compliance.

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Results

Our solution has become an essential tool for our client’s entire organization, with more than 250 employees actively using the platform. It has significantly reduced security risks by guaranteeing privacy and security in the use of LLMs, and ensuring that all interactions are monitored and compliant.

Our client has reported high satisfaction, citing improved productivity, peace of mind regarding data privacy, and the ability to safely explore the latest advancements in Generative AI. We are proud that this positive experience has contributed to a partnership that has continued for over 3 years, reflecting the trust and value we provide.

This partnership exemplifies how tailored enterprise solutions can drive innovation while upholding the strictest standards of confidentiality, security and compliance, empowering a leading financial institution to embrace Generative AI with confidence.

Screens from the secure AI chatbot designed by CloudX