Industries
Olakai for Financial Services
Govern AI without grinding it to a halt.
Banks, insurers, and fintechs need three things from their AI program at once: provable ROI, audit-ready compliance, and visibility into every shadow tool. Olakai gives you all three from one platform.
Govern every AI tool. Prove every dollar.
Your wealth managers use Copilot. Your analysts use ChatGPT. Your underwriters use AI pricing models. Your compliance team suspects half the firm is using tools they’ve never heard of — and they’re probably right. Meanwhile, examiners are starting to ask for AI audit trails your current stack can’t produce.
The question isn’t whether to adopt AI — it’s whether you can track every tool, measure what each one returns, and hand your model risk team and regulators the documentation they need without slowing anyone down. That’s what Olakai does.
By the Numbers
Nearly 40% of financial services employees use unsanctioned AI tools.
Every unauthorized use is a compliance risk you can’t see and ROI you can’t measure.
Three lenses, one platform
Olakai is one platform with one data model and one set of controls. Assistive IQ, Coding IQ, and Agent IQ are the three lenses you use to look at it — they share data, share context, and share Kai. What you learn in one lens is immediately visible in the others.
Assistive IQ
Discover which AI tools your bankers, underwriters, and analysts are actually using. Quantify time saved per workflow. Catch shadow AI before it touches customer data.
Coding IQ
Measure AI coding tool ROI across the engineering teams modernizing your core systems. Connect tool spend to release velocity in regulated environments.
Agent IQ
Govern every customer-facing and back-office agent — KYC, claims processing, fraud triage — with full audit trails for examiners and internal model risk teams.
The KPIs that matter in financial services
Every pillar gives you a different lens on AI performance. Here are the metrics that matter most for financial services organizations — measured by Olakai, across every vendor, every team.
Assistive IQ
Analyst productivity
Time saved per analyst per week from AI copilots
Shadow AI exposure
Unauthorized AI tools touching regulated customer data
Policy compliance rate
% of AI interactions that meet regulatory guardrails
Coding IQ
Release velocity
Cycle time improvement on core banking and insurance platforms
AI adoption by team
Which dev teams are using AI coding tools, and which aren’t
Cost per PR
AI coding tool spend vs. engineering output in regulated environments
Agent IQ
KYC/AML processing time
Time to complete customer verification workflows
Fraud detection accuracy
False positive rate and detection rate for AI fraud agents
Audit trail completeness
% of agent actions with full examiner-ready logs
Why Measurement Changes Everything
From Audit Anxiety to Audit Confidence
When every AI-assisted transaction has a complete trail, audits become a formality. Your compliance team stops scrambling and starts demonstrating continuous improvement with data.
From Retention Guessing to Revenue Protection
Instead of hoping churn models work, you measure exactly how many clients were saved, how much AUM was retained, and what each intervention costs versus what it protects.
From Regulatory Lag to Proactive Compliance
Track how quickly your organization adapts to new regulatory requirements. Measure gap identification speed and remediation cycles rather than waiting for the next audit to find out.
From Shadow AI Risk to Controlled Adoption
Replace “block everything” with “measure and govern.” See which unsanctioned tools employees are using, quantify the risk, and bring high-value usage into the fold with proper oversight.
From Incident Chaos to Measured Response
When you benchmark detection and resolution times, every incident becomes a data point. Your security posture improves with evidence, not assumptions.
From Legal Bottleneck to Scalable Review
Measure contracts per attorney and risky clauses caught. Prove to the business that legal is scaling capacity without adding headcount, turning a cost center into a strategic advantage.
Ask your AI program a question. Get a reasoned answer.
Kai is the conversational layer across every Olakai data source. Anyone in the business can ask the questions that matter, and Kai pulls the data, runs the analysis, and shows the reasoning behind every answer.
“Show me every AI tool touching customer data, the policies in place, and the audit log for the last 90 days.”
Explore Olakai on your own terms.
Drop your work email below and we’ll send you a private link to a live Olakai environment — pre-loaded with realistic financial services data so you can click around at your own pace, run a few Kai queries, and see exactly what your AI program would look like inside the platform.
No account to create. No demo call to book. No commitment. If you want a guided walkthrough after, we’re one click away.