A staff knowledge assistant that keeps client data in-house
Challenge. A mid-sized New Zealand advisory firm had institutional knowledge locked in a handful of senior staff and a document library nobody had time to search — while client confidentiality ruled out pasting anything into public AI tools.
Approach. A private AI instance was deployed inside the firm’s own infrastructure, trained on approved internal policies and precedents, with clear governance on what it could access and surface.
Outcome. Staff get instant, accurate answers from internal knowledge without confidential material ever leaving the firm’s control, and senior people spend less time answering repeat questions.
SOVATA
