Financial Services

Tensor9 for Financial Services

Financial services firms rely on AI-driven research platforms to analyze large volumes of data and gain insights for investment strategies, risk assessment, and compliance. These platforms must handle sensitive financial information, such as internal reports and client data, while delivering real-time insights to decision-makers.

Tensor9 enables financial software vendors to deploy their platforms directly into customer environments, ensuring data privacy and security while maintaining a cloud-native experience.

Key Challenges for Financial Software Vendors

1. Data Security and Privacy:
   Financial institutions require that sensitive data remain within their secure infrastructure to comply with regulations and internal security policies.

2. Real-Time Data Analysis:
   Research platforms must process and analyze thousands of documents and data points to surface insights quickly.

3. Customer-Controlled Access:
   Enterprise clients often need to restrict vendor access to highly privileged data, such as proprietary investment strategies.

4. Operational Resilience:
   Platforms must remain available during critical market hours, even in the event of external outages or vendor-side disruptions.

How Tensor9 Helps

Tensor9 addresses these challenges by enabling Any-Prem deployments of financial research solutions directly in customer environments.

1. Data Privacy and Residency:
   Tensor9 ensures that sensitive financial data never leaves the customer’s environment, supporting compliance with strict regulatory requirements.

2. Customer-Controlled Change Management:
   Financial institutions can control when updates and patches are applied, scheduling changes during non-critical hours to avoid service disruptions.

3. Audit-Logged Observability:
   Tensor9 provides secure, audit-logged monitoring and telemetry, enabling vendors to support and monitor platform performance without accessing customer data.

4. Resilient Deployments:
   Tensor9 supports localized failover and disaster recovery configurations to ensure that research platforms remain operational during vendor-side outages.

Example Scenario: AI-Driven Research Platform

A financial software vendor provides a research platform that leverages machine learning to analyze data room materials, identify key insights, and streamline due diligence for investment teams.

Traditional SaaS Challenges:

• Financial institutions cannot store proprietary reports and client data in a vendor’s cloud due to compliance concerns.
• The platform’s reliance on centralized infrastructure introduces risks of downtime during cloud outages or network disruptions.

Tensor9 Solution:

• The research platform is deployed directly into the customer’s environment, ensuring compliance with data privacy regulations.
• The vendor can provide secure, audit-logged support without accessing sensitive data.
• The financial institution’s IT team can configure high availability and failover to maintain continuous service during critical periods.

Why This Matters

In financial services, timely insights and data security are crucial for maintaining a competitive edge. Tensor9 empowers vendors to deliver secure, compliant research platforms that meet enterprise demands for operational resilience and data privacy, enabling financial institutions to accelerate due diligence and make informed investment decisions confidently.