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FINANCIAL SERVICES

The AI Infrastructure

for financial services

The AI Infrastructure

for financial services

Your board wants you to become an AI company. Rebase gives you the foundation connecting your core banking, trading, risk, and CRM systems so you can deploy AI across every desk, every function, every decision.

The foundation to become an AI-first financial institution

Connect

Unify data from SCADA, GIS, OMS, asset management, and field systems into a live knowledge graph. Every asset stays in sync no data lake required.

Govern

Enforce NERC CIP requirements, safety protocols, environmental regulations, and access policies on every AI action. Compliance built in, not bolted on.

Orchesrate

Deploy agents that reason across GIS, SCADA, and your utility systems with human-in-the-loop review at every critical step.
What AI-first energy looks like

What AI-first financial services looks like

See how leading financial institutions use Rebase to deploy AI across risk, compliance, and client intelligence.

Correlate risk across every asset class

Detect cross-asset exposure, duration mismatches, and concentration risk in real-time across all portfolios and desks.

Cross-asset correlation from Bloomberg and risk engines
Real-time position monitoring across all desks
Automated hedge recommendations with limit checks

Automate regulatory compliance

Deliver personalized client intelligence

Correlate risk across every asset class

Detect cross-asset exposure, duration mismatches, and concentration risk in real-time across all portfolios and desks.

Cross-asset correlation from Bloomberg and risk engines
Real-time position monitoring across all desks
Automated hedge recommendations with limit checks

Automate regulatory compliance

Deliver personalized client intelligence

What AI-first financial services looks like

See how leading financial institutions use Rebase to deploy AI across risk, compliance, and client intelligence.

Correlate risk across every asset class

Detect cross-asset exposure, duration mismatches, and concentration risk in real-time across all portfolios and desks.

Cross-asset correlation from Bloomberg and risk engines
Real-time position monitoring across all desks
Automated hedge recommendations with limit checks

Automate regulatory compliance

Deliver personalized client intelligence

HOW IT WORKS

Your financial stack, now AI-native

Rebase doesn't replace your systems — it makes them intelligent. See how agents connect to your existing tools with built-in governance, memory, and orchestration.

Trading & Compliance Rules

Every agent enforces your trading and regulatory rules. Position limits, best execution, Chinese walls, and PII controls — built into the agent, not managed in spreadsheets.

Position limits enforced at portfolio and desk level
Chinese wall information barriers at the data layer
Full TCA reporting on every order

Connected Financial Data Sources

Learned Financial Patterns

Financial Toolkits

Trading & Compliance Rules

Connected Financial Data Sources

Learned Financial Patterns

Financial Toolkits

Trading & Compliance Rules

Every agent enforces your trading and regulatory rules. Position limits, best execution, Chinese walls, and PII controls — built into the agent, not managed in spreadsheets.

Position limits enforced at portfolio and desk level
Chinese wall information barriers at the data layer
Full TCA reporting on every order

Connected Financial Data Sources

Agents pull from Bloomberg, core banking, OMS, CRM, and risk engines. 45M+ records indexed and live-synced across every system.

Real-time Bloomberg market data across all asset classes
Live sync with core banking and order management
120K client profiles from Salesforce CRM

Learned Financial Patterns

The agent learns from your trading and client history. It recognizes market correlations, client behavior signals, operational risks, and compliance patterns — before they hit your P&L.

Yield curve and credit spread correlation patterns
Client attrition signals from engagement data
Settlement failure prediction from volume analysis

Financial Toolkits

14 purpose-built tools for Bloomberg, compliance, and Salesforce — plus your existing infrastructure. Agents read from and write to your financial systems with full audit trails.

Bloomberg: exposure analysis, scenario testing, market data
Compliance: trade surveillance, SAR filing, audit trails
Salesforce: client 360, briefings, pipeline intelligence

Trading & Compliance Rules

Every agent enforces your trading and regulatory rules. Position limits, best execution, Chinese walls, and PII controls — built into the agent, not managed in spreadsheets.

Position limits enforced at portfolio and desk level
Chinese wall information barriers at the data layer
Full TCA reporting on every order

Connected Financial Data Sources

Learned Financial Patterns

Financial Toolkits

Safe. Secure. Scalable

Enterprise AI Infrastructure that moves the needle.

Secure by design

Safeguard sensitive data with a zero-trust security framework, precise access controls, and audit-ready visibility.

Customizable by Design

Use Rebase SDK to create internal tools and agents. Create custom agentic solutions for the every team

Model Agnostic

Use any LLM model provider or in house LLMs.

Model Agnostic

Use any LLM model provider or in house LLMs.

Secure, compliant, and ready for production

Privately deployable: Deploy in your own VPC, on-prem, or fully air-gapped. Zero data retention — your production data never leaves your environment.