Supercharging the memory of financial institutions.
AI-powered knowledge platform
Proprietary industry-specific tagging and advanced retrieval algorithms, enhancing investor-tailored insights.
Robust version control and metadata tracking to ensure access to most current and authoritative information.
Direct link citations to original source documents, enabling quick verification.
Enabling a safer AI ecosystem for highly sensitive investment firm data.
Comprehensive data encryption throughout all investor workflows, shielding sensitive information from interception or breach whether in transit or at rest.
Whether you prefer robust control of on-premise infrastructure, the scalability of cloud solutions, or a hybrid approach, our flexible architecture empowers you to balance security, accessibility, and cost-effectiveness.
Your proprietary information remains exclusively yours. Our AI never trains on or learns from client data, ensuring your competitive edge stays intact.
Precise control over data access with customizable role-based protocols to strategically limit data exposure and ensuring each team member interacts only with datasets crucial to their function.
ProSights is in the process of achieving SOC 2 Type II certification. Visit our trust center for more information on our controls and procedures.
Unified intelligence across your entire digital ecosystem
Information retrieval with secure cross-platform search functionality regardless of where your data resides.
Granular access controls ensures that sensitive information remains protected throughout the search process
The most advanced AI-powered knowledge management system for financial institutions.
How it works
We meet all of your data infrastructure and security requirements.
Frequently Asked Questions
ProSights is purpose-built for investors, featuring proprietary industry-specific tagging, advanced retrieval algorithms, and seamless integration with investment workflows.
We employ end-to-end encryption, zero data retention policies, and customizable role-based access controls. Our AI never trains on client data, preserving your competitive edge.
Yes, ProSights offers flexible integration options, supporting various file types, cloud storage services, and communication channels. We're also expanding to include major CRM platforms.
Our platform uses sophisticated version control and metadata tracking to ensure you always access the most current information, with direct links to original sources.
We provide flexible hosting solutions including on-premises, cloud, and hybrid options to meet your specific security and operational needs.
ProSights is available across multiple platforms including desktop web, mobile web, desktop application, and mobile app, ensuring seamless access wherever you work.
ProSights offers flexible pricing tailored to your organization's needs. Our pricing model is based on two primary factors:
• Team size: We scale pricing to accommodate teams of all sizes, from boutique firms to large enterprises.
• Deployment option: Whether you choose on-premises, cloud, or hybrid hosting affects the overall cost.
For a customized quote that aligns with your specific requirements, please contact our sales team. We're committed to providing a solution that delivers optimal value for your investment.
