Financial services
Assistant platform
Discover why the world’s most forward-leaning banking, insurance, and investment firms are creating expert AI assistants on Sana.
Driving AI ROI
for financial teams
“With Sana, we’re creating assistants to accelerate everything from deal analysis to portfolio reviews, transforming the way our investment teams operate.”
Leading investment firm automates compliant audits
%
time savings
Key benefits
Analytical superpowers at everyone’s fingertips
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Accelerate deal sourcing and prospecting
With integrations to your data platforms and CRM, your AI assistants can identify potential companies, update prospect data, and help you identify potential deals by synthesizing research and competitor analysis.
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Optimize and automate deal due diligence
Ask your assistants to search, extract, and synthesize data from structured and unstructured data sources like earnings calls and market reports. Or analyze entire data room files.
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Level up portfolio and performance monitoring
Save time on everything from sentiment analysis and comps tracking to reports for portfolio companies. Your assistants can review and summarize performance changes in real time, on your behalf.
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Streamline investor relations and fundraising
Cut the communication burden. With secure access to multiple data sources, your assistants can automatically generate tailored investor memos and complete everything from DDQs to RFPs.
Custom integrations
Connect your AI assistants to all your most-important tools and data sources, from Salesforce and SharePoint to CapIQ and beyond.
See all integrations
Teams
Sharepoint
Outlook
Slack
Google Drive
Box
Dropbox
Microsoft OneDrive
Pitchbook
CapIQ (S&P)
DealCloud
Quarter
No training on your financial data.
Full enterprise-grade security and support.
- No training on your data
- Domain verification, SAML, SSO, & SCIM
- SOC 2 Type 1 compliance
- ISO 27001 certified
- GDPR compliant
- Data encrypted at rest with AES 256 and in transit with TLS 1.2+
- Azure, Anthropic, Cohere, OpenAI, and self-hosted models
- Knowledge verification settings
- User-generated feedback on responses
- Analytics dashboard for montioring usage and responses
- API access for building your own integrations
- Dedicated success team, priority support, and SLA
- AI strategy consulting and integration guidance
- Tailored onboarding and change management support
FAQ
How secure is Sana AI?
Sana AI is single tenant, SOC2 and ISO 27001 certified, and GDPR compliant. All data is encrypted at rest with AES 256 and in transit with TLS 1.2+. The platform follows data privacy regulations and guidelines to protect each individual user. Enterprise users can be authenticated with Single-Sign-On (SSO). Integrated systems can mirror the underlying system permissions.
Which integrations does Sana AI have?
Enterprise customers can use a wide range of off-the-shelf connectors. New connectors are added and included in the offering. Free tier users can currently add integrations to Google Drive, Sharepoint, Google Calendar, Outlook Calendar. Enterprise customers can also build custom integrations to Sana AI. Sana AI supports meeting recordings in Zoom, Microsoft Teams, and Google Meet for both tiers.
Can Sana AI browse the web?
Sana AI can combine your internal knowledge with anything from the public web. As a user, you can control the scope for each question. As an administrator, you can enable or disable web browsing for any assistant you create in Sana AI.
Which types of data can Sana AI handle?
Sana AI excels in reading documents (e.g. PDF, Powerpoint, Word, Docs), structured files (e.g. Excel, Sheets, CSV), and videos (e.g. MP4). Sana also connects to third-party systems such as CRMs with additional data types. Additional data types are added continuously.
How does Sana AI store my data?
Data added through integrations and/or through upload to Sana AI is indexed and stored in a cloud instance. Sana AI isolates all customer data using a single tenant architecture, meaning no databases are shared between customers. Data at rest is encrypted with AES 256 and data in transit is encrypted with TLS 1.2+.
How are data permissions handled?
There are three ways documents can be added to Sana AI, (i) through direct upload, (ii) through a private integration, and (iii) with a shared integration. The accessibility depends on how the document has been added and what admin settings are configured.
For direct uploads, access management is handled directly in Sana AI through individual document access management or through collections. Admins can set up which users can do what.
For private integrations, each user is self-authenticating and can see results only from the scope they have access to. For example, a user can see the same results from Google Drive that they could see if searching directly from their authenticated Google Drive.
For shared integrations, admins can control which documents should be available to all users who have access to a collection and/or the entire workspace.
Which LLMs does Sana AI use? Are third-party models trained on my data?
Sana AI’s architecture is built agnostic to the underlying large language models. Enterprise users can select between a range of LLM models and providers. Sana’s default model options are not trained on Content Data. We utilize enterprise security arrangements and, whenever possible, a Zero-Day Retention (ZDR) policy with our third parties. For specific LLM requirements, please get in touch with us.
Which languages does Sana AI support?
The assistant can speak more than 50 languages. For specific inquiries, please get in touch with us.
Get in touch
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