Reflect AI for Financial Services
top of page
Reflect for Outlook examples

Protect your
firm with smarter compliance

Maintaining compliance in today’s fast-paced, digital world is a challenge, especially with increasing regulatory pressure in the financial industry. Reflect AI for Outlook and Teams offers a smarter solution to help banks, credit unions, PE firms, and lending institutions like yours stay ahead of potential risks, protecting your company from reputational harm and costly legal consequences.

SOC-2 Certified, Modern AI Communication Compliance for Financial Institutions

Communication compliance is critical in financial services.


Whether it's customer communication or internal memos, a single non-compliant message can lead to serious repercussions, including regulatory fines, litigation, and erosion of public and customer trust. Reflect AI prevents harmful and unlawful communication before it’s sent, while also giving employees time to self-correct.

Reflect AI helps you comply with:

The Equal Credit Opportunity Act (ECOA) and Federal Housing Act (FHA), to ensure fair lending. 

​​

​

The Equal Employment Opportunity Commission (EEOC), to protect employees and companies from discriminatory practices.

​​

​

SEC, FINRA, FCA, IIROC, and MiFID, safe guarding against internal document tampering and off-channel communication.

The FTC and DOJ’s enforcement of antitrust laws.

​​

​​​​​

In all, Reflect AI detects with our proprietary, human-trained classifier over 40 high-risk categories, reducing false positives with our 94% accuracy detection rate and easy-to-install software.

Why Reflect AI?

Protection from pre to post “send.”

Reflect AI uses modern AI to detect and flag harmful and unlawful communication pre-send with real-time feedback as you type, as well as post-send in admin dashboards and business intelligence for archived data. Find out more about our integrations with Microsoft Outlook and Teams chat.

Security you can trust

Reflect AI is SOC-2 certified, ensuring the highest level of security and compliance for your firm. Our system is designed to keep your data secure, following strict protocols to protect sensitive information and mitigate the risk of data breaches. Learn more about trust and Alphy.

Built for small and large banks

Whether you’re a small regional bank, credit union, broker-dealer, PE firm, or among the world’s largest banks, Reflect AI scales to meet your needs. Our platform helps compliance managers at every level, ensuring your communication aligns with all relevant financial regulations and internal policies. We are your insurance policy against harmful and unlawful communication.

adding-people-to-reflect-in-outlook-copy.jpg
Cost-effective compliance

For just $15 per user/month (with tiered discounts), Reflect AI offers a cost-effective solution to protect your institution. Installation can be done in a matter of minutes.

15 dollars per month_1.png
Schedule a demo today

Don’t wait for a compliance issue to arise. Take a proactive approach with Reflect AI. Schedule a 20-minute demo today and see how our software can help you stay compliant, reduce risk, and avoid costly regulatory fines. (We can also give your team feedback on “lesser harms,” including profanity, tone, and disrespectful communication.)​

bottom of page