AI Workspace for Financial Services and Client Data.
Write the meeting follow-up for ⟨PERSON_1⟩.
Book the subscription to ⟨IBAN_1⟩ today.
Send the suitability report to ⟨EMAIL_1⟩.
Call the client on ⟨PHONE_1⟩ about the rebalancing.
Review the mandate with ⟨ORG_1⟩.
EU hostingStored in the European Union under the GDPR.
Swiss FADPSwiss data protection duties covered alongside.
No training, everA binding no-training instruction on every request.
Meeting notes, KYC recertification, the follow-up nobody gets to. Most of an adviser’s day is admin an AI could take, if it were allowed near the client.
Bank secrecy at risk
Art. 47 BankG and the confidentiality a supervised institution owes were written for the client file. A consumer AI tool is a third party, and a prompt is a disclosure.
Data used for training
Free chatbots may retain what is pasted into them, and a position, a KYC note or a suitability report is a fact about a client, not about a market.
Zero process visibility
No record of what left the institution, which model received it, what was masked, or under which rule. Nothing to hand compliance when they ask.
Every leading model, behind privacy infrastructure built in Switzerland for supervised institutions
Mask sensitive client and portfolio data before it leaves. Client names, IBANs, account numbers, addresses, contact details and other confidential information are replaced before the request reaches the AI model, then restored in the answer.
Every model, one subscription. GPT, Claude, Gemini and Mistral in one workspace. Use the model you want, or let Auto pick the best one for meeting write-ups, prospectus review, research and everyday work.
AI that works with you. Hand Cedreon a piece of work, not only a question. Write up a client meeting, compare two prospectuses or summarise a portfolio review, behind the same vault.
The whole institution on one account, under rules compliance sets
Custom Guardrails
Set rules for what the institution may share with a model. Mark a client number, a portfolio or a counterparty once and it stays hidden in every later chat. No member can loosen the institution’s rules.
Regions locked
One switch restricts the whole institution to models built and run in Europe, for the outsourcing review that asks where a request is processed.
Check the list, then send
Attach a portfolio review, a KYC file or a prospectus and Cedreon lists every value it will hide. Add any it missed, then send.
Organisation account
One admin console for the whole institution: add advisers, analysts and operations, set the rules and the models once, and share the research everyone works from. Conversations stay each member’s own.
Seats on one invoice
Buy seats once. Invite the institution with a personal link; access activates on first sign-in. No IT project, no rollout.
Every exchange on a ledger
What was sent, what was hidden and under which rule, on a record that cannot be edited after the fact.
Which AI models can I use?
GPT, Claude, Gemini and Mistral, on one subscription and one invoice. Choose per conversation, or let Cedreon choose for you.
What exactly gets masked?
Names, organisations, IBANs, card, account and client numbers, addresses and references, plus anything your own rules add. Values are replaced before the request leaves us and restored in your answer. Detection is layered and best-effort: checksum patterns first, then a name recogniser that runs on our own servers.
Is our data used for training?
No. Every request carries an explicit no-training instruction, and the obligation is contractually binding on each provider we route to. How long a provider holds a request in its own operational logs is a separate question and varies by model.
Where is our data stored?
Your conversations, documents and audit chain are stored encrypted by Cedreon and never leave it in the clear. For the model itself, an organisation can lock its workspace to models built and processed in the EU.
How does billing work?
Seats, once, on one invoice for the whole institution. Every model is included, and new ones join your subscription as they ship. You start on a free allowance.
Can we see what the model actually received?
Yes. Every exchange lands on an append-only ledger: what was sent, what was hidden, and by which rule. When compliance or the auditor asks, that is the answer.
How do we get started?
Create a free account and confirm your email address, then try it on a real client file: write up a meeting, summarise a prospectus or draft a review. When you are ready, your admin buys seats and hands out access with a personal invitation link.
Is Cedreon only for banks?
No. Cedreon is built for anyone working with sensitive information, and in finance that includes banks, asset and wealth managers, independent advisers and their operations teams.
Ready to use AI on a real client file?
Join institutions across Switzerland and Europe using Cedreon to work with the leading models without exposing client data. Free to start.