Financial Services plan

Compliance teams need current rule analysis before applying firm-specific decisions.

Buy a financial-services library built around the stable regulatory corpus that compliance, legal, and risk teams consult before adding their own private policies and determinations.

Subscription

$5,500/mo for Financial Services.

Workspace subscription for compliance and legal teams that need a shared regulatory reference layer before connecting private firm analysis and policies.

Monthly allowance

7,000,000 credits/mo

Up to 22M raw-token-equivalent shared regulatory reference coverage.

Start 7-day trial

Why this can cost less

Raw RAG can inflate every prompt with retrieved text. The crystal keeps shared operating judgment compact and reusable, so teams buy a monthly memory layer instead of repeatedly paying for larger, noisier context windows.

Context crystals

Representative coverage.

Each plan includes protected access to prepared industry memory across the recurring work areas below. Your team sees the benefit in chat while the library's source construction remains private.

Regulatory Rule Orientation

A regulatory authority map for separating current rule versions from superseded guidance, applicable entity types, and effective dates across SEC, FINRA, and banking regulators.

  • Rule vintage and effective-date orientation
  • Regulatory authority by entity type and registration
  • Guidance hierarchy and no-action letter classification

Compliance Analysis Drafting

A drafting reference layer for common compliance work products including policies, procedures, and regulatory response documents without exposing firm-specific decisions.

  • Regulatory response structure and disclosure language
  • Policy and procedure framework cues by obligation type
  • Client communication compliance review patterns

Examination Preparation

An examination-readiness reference layer for common OCIE and FINRA exam focus areas, deficiency patterns, and regulatory expectation language.

  • Examination topic focus areas by regulatory program
  • Deficiency pattern and remediation language cues
  • Risk alert and sweep-examination summary orientation