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INDUSTRIES · FINANCIAL SERVICES

AI in banking and financial services, with access you can evidence

Use AI in banking with policies, procedures and deal knowledge. Control source access and review the records behind requests.

  • KYC rules.
  • Ask from Claude, Cursor or Codex.
  • Keep private knowledge private.
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WORKS WITH

Google DriveConnected sourceNotionConnected sourceClaudeAsk through MCPCursorAsk through MCPCodexAsk through MCPUploadsYour documents

Built for Banks, Fintechs, Wealth managers, Private equity

What's our KYC refresh cycle for high-risk clients?

The KYC policy identifies the review cycle by risk category. The procedure names the owner and supporting controls. 1

KYC policy and risk-category procedure

Faster answers. Tighter controls. A full record.

Your banks and fintechs share answers with sources.

  • Banks

    KYC rules

    • What's our KYC refresh cycle for high-risk clients?

      On request

    • Which owner and supporting controls does the procedure name?

      Before deciding

    Source answer: The KYC policy identifies the review cycle by risk category. The procedure names the owner and supporting controls.

    Risk category and review cycle
    Read the relevant KYC policy entry
    Responsible owner
    Named in the procedure
    Supporting controls
    Recorded in the same source

    Sources: KYC policy and risk-category procedure (Google Drive); Bracken Collective · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Private equity

    Investment memos

    • What did the IC memo say about Bracken Collective?

      Weekly

    • What thesis, risks and committee decision did it record?

      Before deciding

    Source answer: The investment memo records the thesis, risks and committee decision. The source link opens the original wording.

    Investment thesis
    Recorded in the memo
    Risks
    Read the risks alongside the thesis
    Committee decision
    Open the original decision wording

    Sources: Investment committee memo (Notion); Bracken Collective · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

  • Private equity

    Keep private deal folders with their team

    • Which general investment process is available?

      On request

    • Which deal folders remain limited to the assigned team?

      Before deciding

    Source answer: The general investment process is available. Private deal folders remain limited to the assigned team.

    General process
    Investment process guidance
    Assigned deal team only
    Private deal folders

    Sources: Investment process and deal-folder access rules (Google Drive); Bracken Collective · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Banks

    Credit policy

    • What's the limit for unsecured lending?

      Weekly

    • Which approval route and decision makers does the current policy name?

      Before deciding

    Source answer: The credit policy sets the limit and approval route. The current version names the responsible decision makers.

    Limit and approval route
    Read the current credit policy
    Decision makers
    Named in the same version

    Sources: Current credit policy (Notion); Bracken Collective · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

  • Fintechs

    Product terms

    • Which terms and eligibility rules are current for this product?

      On request

    • What does the latest change-log entry update?

      Before deciding

    Source answer: The product guide contains the current terms and eligibility rules. The change log identifies the latest update.

    Terms and eligibility
    Read the current product guide
    Latest update
    Identified in the change log

    Sources: Product guide and change log (Google Drive); Bracken Collective · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Wealth managers

    Review source access

    • Who requested these sources, and when?

      Weekly

    • How do the recorded source references compare with our access policy?

      Before deciding

    Source answer: The access record lists the requester, time and sources touched. Review the source references against your organization’s access policy.

    Requester and time
    Listed in the access record
    Sources touched
    References retained for review
    Access policy
    Compare the references with the organization’s rules

    Sources: Source access record and organization policy (Notion); Bracken Collective · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

Less searching. More shared context.

Without HeyBrain

With HeyBrain

Search the KYC policy and procedure separately for the risk-category review cycle, owner and controls.

Find the review cycle by risk category in the KYC policy, with the procedure naming the owner and supporting controls.

Read the investment memo to reconstruct its thesis, risks and committee decision.

Find the thesis, risks and committee decision in the investment memo, then open the source link for the original wording.

Check access to the general investment process separately from private deal folders.

Use the general investment process while private deal folders remain limited to the assigned team.

Search the current credit policy for the unsecured-lending limit, approval route and responsible decision makers.

Find the policy’s limit and approval route, with the current version naming the responsible decision makers.

ONE CONNECTED BRAIN

One question, across your tools

Bring Google Drive, Notion and your uploads into one cited answer.

Question
What's our KYC refresh cycle for high-risk clients?
Answer
The KYC policy identifies the review cycle by risk category. The procedure names the owner and supporting controls. (Source 1)
  • Source 1: KYC policy and risk-category procedure (Google Drive)
  • Additional source: Investment committee memo (Notion)
  • Additional source: Investment process and deal-folder access rules (Google Drive)

FOLLOW THE SOURCE

Review the evidence behind an answer

Open the citation. Read the original wording and surrounding detail.

Answer
The investment memo records the thesis, risks and committee decision. The source link opens the original wording. (Source 1)
Cited excerpt from Investment committee memo (Notion)
The investment memo records the thesis, risks and committee decision. The source link opens the original wording.
  • Source 1: Investment committee memo (Notion)
  • Source 2: KYC policy and risk-category procedure (Google Drive)

PERMISSIONS IN EVERY ANSWER

Share the context. Keep the boundaries.

Same question, different permissions. Review the request and sources in the access record.

Question
What does the product review include?
Answer for Tomas Okafor (Committee member)
Product documentation and procedure available. Committee review: concentration limits.
Answer for Arun Chen (Operations analyst)
Product documentation and procedure available. Restricted section withheld.
Section withheld from Arun Chen
COMMITTEE NOTES · MEMBERS ONLY
Access record
14:02 · Arun Chen · Source access checked · 1 SECTION WITHHELD · RECORDED

Company knowledge, under your control

Permissions you already have

Answers respect source access.

Every agent gets its own key

Set its scope. Revoke its key.

A record of every access

Review requesters, sources and access decisions.

Review provider data terms

Check provider data use and retention.

Bring your own model key

Connect your model to governed knowledge.

LESS CONTEXT. LOWER COST.

Send less context per task

HeyBrain sends only the context a task needs.

Repeated contextWhole documents
With HeyBrainRelevant passages

FAQ

Questions financial services teams ask

  • What's our KYC refresh cycle for high-risk clients?

    The KYC policy identifies the review cycle by risk category. The procedure names the owner and supporting controls. Ask follow-ups in the same conversation and open each citation to check the surrounding detail, then share the source with colleagues who can access the same collection.

  • What did the IC memo say about Bracken Collective?

    The investment memo records the thesis, risks and committee decision. The source link opens the original wording. Connect the relevant Drive folder or Notion pages, or upload documents, then follow citations to their original passages from the AI tools your colleagues already use.

  • Which sources and AI tools can we use?

    Connect Google Drive, Notion and document uploads; Claude, Cursor and Codex ask your company knowledge through HeyBrain MCP. Keep decisions and references available where your team works. HeyBrain supplies knowledge; agents use their own tools for actions requested by the user.

  • How does HeyBrain keep private knowledge private?

    People and agents receive answers from sources they can open. Workspace rules restrict the audience; each agent has its own key and scope. Administrators review requesters, times and source references in activity records alongside workspace membership and source access rules.

  • How do we get the team started?

    Connect your team’s current brief, decision notes and working guide, invite the people who need them and ask a familiar question. Open its source citations before expanding the collection. Align workspace membership and individual agent scopes with each team’s responsibilities.

  • How does HeyBrain reduce AI token cost?

    HeyBrain sends only the context a task needs instead of repeatedly passing whole documents to your AI tool. Use the context calculator to compare the amount you send and your input price. Your team shares the same connected knowledge across tools, so every new conversation can start with the relevant passages and their sources.

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