Industries · Financial services
AI security for financial services
Banks, insurers, fintechs and investment firms are bringing AI to every desk, from customer service to software delivery. PexLens keeps customer data and source code out of public AI tools, governs AI in the browser, and blocks malicious packages before they reach your build pipeline.
The challenge
What makes AI and software risk different in financial services
Customer data in prompts
Account details, KYC documents and card data get pasted into AI assistants to summarise, translate or draft replies.
Third parties and outsourced teams
Vendors, contractors and offshore delivery teams use AI on your data, often on devices and accounts you do not manage.
Software risk under regulatory scrutiny
Regulators expect firms to manage ICT third-party and open-source risk, yet modern banking apps pull in thousands of packages.
One platform
How PexLens secures financial services
Three products share one policy engine, so a rule about data, AI services, extensions or packages applies on every device and in every session.
Protect AI interactionsPexLens TrustGate
- Detect and redact account numbers, card data and personal data before a prompt leaves the device
- Stop proprietary source code and models from reaching unapproved AI services
- Set allow, redact, block or log rules per team and per AI service
- Keep request and response logs as evidence for audits
Secure the AI workspacePexLens Enterprise AI Browser
- Allow-list only the AI models and instances your firm approves
- Clipboard isolation stops sensitive content moving to unapproved destinations
- AI usage dashboards with audited prompt history
- Group policies for extensions, certificates and DNS filters
Secure the AI supply chainPexLens Supplytrust
- Block malicious and typosquatted npm, PyPI, Maven and NuGet packages before install
- Apply your CVE and risk policies to every package version
- Scan AI models from hubs such as Hugging Face before data science teams load them
- Inventory and assess browser and IDE extensions across endpoints
Use cases
Where financial services teams use PexLens
AI assistants for client-facing teams
Relationship managers and support agents use AI to draft and summarise, with customer identifiers redacted automatically.
Secure AI coding for engineering
Developers use AI coding tools on banking and payments code without sending secrets or proprietary source to third parties.
Governing outsourced delivery
Partner and contractor teams work under the same AI and package policies as your own staff.
Vetting open models
Quant and data science teams load open-source models only after they pass PexLens model checks.
Compliance
Supports your compliance programme
| Framework or obligation | How PexLens helps |
|---|---|
| PCI DSS | Helps keep cardholder data out of AI prompts through detection, redaction and logging. |
| DORA (EU) | Supports ICT risk and third-party risk management with controls and audit trails for AI tools, packages and extensions. |
| GDPR and India's DPDP Act | Reduces exposure of personal data to external AI services and records how it was handled. |
| SOC 2 and ISO 27001 | Provides evidence of data handling and change controls for AI tools and open-source components. |
PexLens provides controls and evidence that support compliance. It does not by itself make an organisation compliant with any law or standard.
FAQ
Financial services: common questions
Can our employees keep using ChatGPT, Claude and Gemini?
Yes. PexLens TrustGate lets you allow approved AI services while redacting or blocking customer data, card data, secrets and source code according to your policy.
Which package ecosystems does PexLens Supplytrust cover?
PexLens Supplytrust covers ecosystems including npm, PyPI, Maven, NuGet, Go modules, crates.io, RubyGems and Packagist, plus browser and IDE extensions and AI models.
Does PexLens make us compliant with PCI DSS or DORA?
No single product does. PexLens provides controls and evidence that support your compliance programme for AI usage and software supply chain risk.
Can PexLens control which AI tools financial services staff may use?
Yes. PexLens TrustGate and the PexLens Enterprise AI Browser let you allow approved AI services and models and block or log the rest, with rules per team.
How do banks and insurers evaluate PexLens?
Request a demo and the PexLens team will plan a pilot with your security and engineering teams, starting with the AI tools and package ecosystems you use most.
See PexLens for financial services
Talk to our team about your AI tools, browsers and software supply chain, and plan a pilot.