Frequently asked questions

Data stays within the environment your institution controls. AuxoAI connects read-only to your core banking data via API or anonymised export. For institutions that require it, we offer on-premise deployment where no data leaves your infrastructure. A Data Processing Agreement is signed before any data flows.

Yes. AuxoAI supports on-premise deployment via containerised infrastructure. The platform can run entirely within your institution's data centre or private cloud, in your country, under your jurisdiction. This is particularly relevant for institutions with strict data residency requirements.

The AI model is selected based on your institution's requirements. Options include locally hosted open-source models (e.g. LLaMA), cloud-hosted commercial models (e.g. Claude, GPT-4), or a BYOK approach where you supply your own API key. The model choice is discussed during the discovery phase and can be adjusted post-deployment.

All institutional data is returned or deleted upon contract termination, per the terms of the Data Processing Agreement. No member data is retained after the service ends. We provide a complete data export before decommissioning.

AuxoAI is designed to feed your existing advisor tools, not replace them. Client insights, AI-generated briefings, and engagement signals can be pushed to your CRM via API. The advisor portal can also function as a standalone view if preferred. We work with your IT team during the integration phase to ensure no duplication of effort.

We follow a four-phase methodology: Discovery (interviews with advisors and clients, understanding your data environment), Prototype (a working version connected to your real data), Pilot (limited deployment with measurement), and full Deployment. Each phase is scoped individually. We do not skip phases.

AuxoAI is designed for zero-friction member onboarding. Members access the platform through your existing digital channels (online banking, mobile app) via a branded onboarding flow that pre-loads their account data automatically. We provide customisable onboarding copy and communication templates.

Yes. The advisor portal includes anonymised insight into the types of questions members are asking. This helps relationship managers prepare for meetings and identify emerging needs across the portfolio. Individual conversation details are available to the assigned advisor, subject to your institution's privacy policy.

Yes. Members see your institution's name, logo, and visual identity. AuxoAI is invisible to the end user. The platform is delivered as if it were built in-house.

The AI advisor responds in the language the member uses. The interface currently supports English, with French and German localisation available on request. Additional languages can be added based on your member base.