Banking teams can use AI without exporting customers.
Contact center, credit and operations teams get ChatGPT and Claude. Names, IDs, IBANs and card numbers are tokenized inside your network.
CRM · Complaint 48213Open
- Customer
- ⟦PERSON:7F31:0001⟧
- Customer ID
- ⟦CUSTOMER_ID:7F31:0002⟧
- IBAN
- ⟦IBAN:7F31:0003⟧
- Phone
- ⟦PHONE:7F31:0004⟧
- Channel
- Call center
The refund of £2,400 to ⟦IBAN:7F31:0003⟧ has not arrived. ⟦PERSON:7F31:0001⟧ called twice and wants a written answer.
→ Summarise this complaint and draft a reply.
Where teams start
Three workflows, one week in.
Contact center
Answer complaints
Summary and reply draft from the full thread.
Emma Lewis, GB82 WEST …→ ⟦PERSON⟧, ⟦IBAN⟧
Credit
Draft credit memos
Statements and notes into a first draft.
Customer C-0048213→ ⟦CUSTOMER_ID⟧
Operations
Explain failed transfers
Logs with account numbers, safely.
acct 0001-48213-77→ ⟦ACCOUNT_NO⟧
Security review
What your CISO will ask.
- Where does customer data go?
- Nowhere new. Detection and the vault run in your data center. Only tokens pass your SASE.
- Who can turn a token back into a value?
- Only the person who sent it, signed in with your IdP, while the mapping exists. Admins cannot.
- What ends up in the logs?
- Entity types and counts per request. Never values, never prompts.
- How does this fit our regulator?
- It runs on your infrastructure with no vendor access. We provide a control mapping for your review.