Local AI for Finance: Empowering Consultants with Private, On-Premise Solutions
A turnkey AI solution designed specifically for financial advisors—keeping client data secure while boosting productivity.
Project Overview
Our Offering
A locally deployed AI assistant designed specifically for finance consultants that operates entirely within your office network.
Key Benefits
Automates research, generates client reports, answers insurance/investment questions, and summarises product documents—all with zero data leakage risk.
Investment Range
Complete solution priced between SGD 180,000-200,000 with optional ongoing support packages.
Who We Serve
Financial Advisory Firms
Independent consultants and licensed representatives seeking to enhance client service and streamline operations.
Insurance & Wealth Managers
Brokers and managers who need to quickly compare products and generate tailored recommendations.
Fund Managers & LFAs
Boutique fund managers and licensed financial advisors requiring rapid market insights and product analysis.
Mortgage Consultants
Loan specialists who need to compare complex products and assess client eligibility efficiently.
Family Offices
Private wealth firms managing substantial assets requiring sophisticated analysis and reporting.
The Problem: Current Advisory Challenges
Today's Financial Advisors Face:
  • Information overload across thousands of financial products
  • Hours spent researching and comparing options for clients
  • Manual report generation and client communications
  • Concerns about data privacy when using cloud-based tools
  • Regulatory compliance requirements that demand meticulous documentation
  • Pressure to respond quickly to client enquiries without sacrificing quality
Our Solution: Starvault AI for Finance
Your intelligent assistant, now in-house
100% Local Deployment
All processing happens on your premises with zero data leaving your network, ensuring complete confidentiality.
Blazing Fast Performance
Get answers in seconds with no network delay or cloud dependencies, improving client response times.
Domain-Specific Training
Customised models trained on your preferred banks, insurers, and fund houses for highly relevant responses.
Technical Architecture
Practical Use Cases: Loans & Insurance
Loan Analysis & Comparison
  • Generate comprehensive eligibility summaries for clients
  • Compare complex loan products across multiple parameters
  • Provide tailored recommendations based on client profiles
  • Draft explanation documents in client-friendly language
"Compare UOB fixed-rate home loan and HSBC SORA-linked package for a $1.2M condo."
Insurance Planning & Advisory
  • Recommend optimal plans based on client profiles
  • Analyse coverage gaps and suggest appropriate products
  • Explain complex policy clauses in simple terms
  • Generate visual comparisons between competing plans
"Write a client explanation for CPF Shielding + Term Insurance combo, age 45."
Practical Use Cases: Investment & Client Management
Investment Analysis
  • Summarise product sheets and risk grades instantly
  • Compare historical returns across multiple funds
  • Generate investment recommendations based on risk profiles
  • Create visual presentations of portfolio allocations
"Summarise Fidelity Global Tech Fund vs Nikko AM REIT ETF."
Client Reporting & Communication
  • Auto-generate comprehensive financial snapshots
  • Draft personalised client emails and updates
  • Produce compliance-ready documentation
  • Create meeting agendas and follow-up summaries
"Generate MAS-style risk disclosure for a bond-linked unit trust."
Practical Use Cases: Research & Compliance
Market Research & Analysis
  • Summarise regulatory publications from MAS/CPF
  • Digest banking research from OCBC/UOB and others
  • Track market trends and generate insights
  • Create briefing documents on economic developments
Reduce research time from hours to minutes while maintaining quality and depth.
Compliance & Regulatory Support
  • Explain policy clauses and regulatory requirements
  • Generate KYC/AML support documentation
  • Create compliant client communication templates
  • Produce audit-ready documentation
Strengthen regulatory adherence while reducing administrative burden.
Why Choose On-Premise AI?
Data Privacy First
No documents ever leave your office environment, eliminating the risk of sensitive client information exposure.
Superior Performance
Receive answers in seconds with no network latency, cloud throttling, or connection issues.
Context-Aware
System learns your preferred communication style, templates, and frequently asked questions.
Multilingual Support
Seamlessly handle communications in English, Chinese, Bahasa, and Filipino to serve diverse client bases.
Solution Components & Investment
The solution is designed as a comprehensive package with all necessary components for immediate deployment and operation.
System Workflow Integration
Document Ingestion
Upload your bank/insurance PDFs, brochures, and factsheets to build the knowledge base.
AI Interaction
Type questions or use templates to generate reports through the intuitive chat interface.
Document Generation
Create client-facing documents with one click, maintaining your branding and compliance standards.
System Integration
Optional plugins allow seamless connection with your existing CRM or email systems.
User Interface Experience
Intuitive Dashboard Design
  • Simple, clean interface requiring minimal training
  • Document upload panel with drag-and-drop functionality
  • Chat interface with templated prompts for common tasks
  • Document history and favourites for quick access
  • Export options in multiple formats (PDF, DOCX, PPT)
  • Admin panel for managing user access and permissions
Designed specifically for financial professionals with attention to workflow efficiency and minimal learning curve.
ROI & Team Benefits
100+
Hours Saved Monthly
Drastically reduce time spent on research, document creation, and routine client communications.
6-9
Month Payback Period
Achieve return on investment through improved advisor efficiency and increased client capacity.
3x
Faster Client Response
Deliver comprehensive answers and documentation to clients in a fraction of the time.
24/7
Availability
System remains available for queries and document generation at all times, even outside office hours.
Operational Impact
For Advisory Team Leaders
  • Standardise quality across all client communications
  • Reduce training time for new advisors
  • Ensure compliance with regulatory requirements
  • Improve team capacity without additional hiring
For Individual Advisors
  • Focus on client relationships rather than paperwork
  • Handle more clients without sacrificing service quality
  • Access instant product knowledge without memorisation
  • Produce professional documents consistently
The system enables both managers and individual advisors to achieve their objectives more efficiently while maintaining high standards of service.
Security & Compliance Features
Air-Gapped Operation
System can function entirely disconnected from the internet if required, with updates managed through secure channels.
Role-Based Access
Granular permission settings allow administrators to control which team members can access specific data or functions.
Audit Logging
Comprehensive activity logs track all system usage for compliance and security monitoring purposes.
Data Encryption
All stored data is encrypted at rest, with secure processing protocols to protect sensitive information.
Compliance Templates
Pre-built templates ensure all generated documents adhere to MAS and other regulatory requirements.
Implementation Timeline
1
Week 1-2: Discovery
Requirements gathering, system specification, and hardware procurement initiation
2
Week 3-4: Hardware Setup
Server installation, network configuration, and base system deployment
3
Week 5-8: Model Training
Document ingestion, model fine-tuning, and knowledge base construction
4
Week 9-10: UI Customisation
Dashboard configuration, template creation, and branding application
5
Week 11-12: Testing & Training
System validation, staff training, and final adjustments before handover
A typical implementation takes approximately 12 weeks from contract signing to full operational capability, with phased rollout options available.
Competitive Differentiation
Client Success Stories
"We've reduced our research time by 70% whilst improving the quality of our client communications. The system paid for itself within 7 months through increased advisor capacity."
- Sarah Tan, Managing Director
Premier Wealth Advisors, Singapore
"The ability to instantly generate comprehensive product comparisons has transformed our mortgage advisory process. Clients are impressed by the depth and clarity of information we now provide."
- Ahmad Razak, Head of Mortgage Services
KL Financial Partners, Malaysia
Next Steps
Transform Your Advisory Practice
Book a Live Demo
See how your team can instantly generate product comparisons, policy reviews, and investment summaries.
Custom Specification
Receive a detailed proposal tailored to your firm's specific requirements and scale.
Implementation Planning
Develop a roadmap for seamless integration with your existing workflows and systems.
Contact Us: +65-83687572
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