Solutions

Browser-level control for everyone who touches money

Relationship managers, branch and operations staff, lending, deposit and back-office teams live across core banking, payments, CRM and fintech SaaS all day. Mira contains client PII and account data, governs every download and clipboard action, and audits it all — across retail, commercial and digital banking, without slowing the desk.

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PII
Client, account & card data contained across every tab
Every
Download, upload & paste governed and logged
RBAC
+ ABAC access by branch, role and entitlement
GLBA
PCI-aware DLP and audit, streamable to SIEM
The problem

Where banking workflows leak risk

Client PII, account and card data move between core systems, portals and spreadsheets with no containment, AI tools are off-limits, and examiners want proof of every action.

Client PII & account data

Customer PII, account numbers and card data cross core systems, portals and devices with no browser-level containment or DLP.

Uncontrolled data movement

Customer data and statements are copied into spreadsheets, downloads and AI tools with no DLP or audit trail.

Audit & exam pressure

Compliance and exam teams need provable records of who accessed what, when — across a sprawl of banking SaaS.

How Mira helps

Govern the banking desk without slowing it down

Mira makes the browser the control point: access by branch and role, DLP on every data movement, and AI that summarizes onboarding and servicing documents without exfiltrating customer data.

  • Branch/role RBAC + ABAC — Scope app and data access by branch, line of business, role and entitlement — central locks stop policy from being loosened.
  • DLP on data movement — Account numbers, card data, customer PII and statements are detected and governed across downloads, uploads, clipboard and AI reads.
  • Governed onboarding AI — Summarize KYC documents, applications and CRM records — with sensitive fields redacted before any provider call.
  • GLBA/PCI-ready audit — Metadata-first records of access and action stream to your SIEM for exam and recordkeeping needs.
core-banking · payments · crm
Summarize this customer's KYC file and flag missing documents.
3 docs summarized · 2 gaps flagged. Account number + SSN redacted before send.
DLP · GLBA
Capabilities

Capabilities for retail & commercial banking

Core & CRM workspaces

Role-tuned workspaces across core banking, payments, major CRM systems and fintech portals.

Client PII & card DLP

Detect and contain customer PII, account numbers and card data before they leave the managed browser.

Branch/role RBAC/ABAC

Entitlement-aware access by branch, line of business and role.

GLBA / PCI audit

Metadata-first audit and SIEM streaming aligned to GLBA, PCI and exam obligations.

ZTNA for back office

Identity-bound access to internal portals for remote and outsourced banking teams — without VPN.

Governed banking AI

Summarize KYC, applications and servicing documents under policy, with provenance chips.

Use cases

Onboarding to the back office

AI assistance and hard controls across the retail and commercial banking workflow.

  • KYC / AML & onboarding — Summarize onboarding documents, flag missing items, and keep an audit trail — with PII redacted.
  • Relationship & servicing desks — Pull customer context across core banking and CRM without copying sensitive data out of the browser.
  • Lending & disputes — Review loan applications and dispute files with AI assistance, sources attached and customer data contained.
  • Outsourced operations — Give BPO banking teams least-privilege, audited access from BYOD devices.
applications · statements
Extract income and obligations from this loan application into a table.
Table built with 7 fields · each cell linked to its source · SSN masked.
Provenance · governed
Approved workspaces & integrations

Trusted apps for this role

Core banking portalsPayments platformsMajor CRM systemsLending & origination systemsCard & dispute systemsE-signature platformsCommon enterprise SaaSCustom internal apps
Compliance & controls

Mapped to your obligations

SOC 2GLBA-aligned controlsPCI-aware DLPBSA / AMLGDPR / DPDPExam-ready auditSSO · MFA · SCIM
FAQ

Questions for Banking teams

How does Mira help with GLBA, PCI and exams?+
Audit is metadata-first — decision, actor, route, capability, domain and timestamp — and streams to your SIEM, supporting GLBA safeguards, PCI-aware DLP and exam recordkeeping, without storing raw prompts or page content by default.
Can banking staff use AI on sensitive documents?+
Yes, under policy. Sensitive fields are detected and redacted before any provider call, a no-send gate can block execution entirely, and the visible-context inspector shows exactly what the model receives.
Do you cover capital markets, trading or insurance?+
Yes — those have dedicated pages. For MNPI, information barriers and surveillance across terminals and data rooms, see Capital Markets & Asset Management. For carriers, agencies and claims, see Insurance.

Contain risk at the browser, not after the breach

See Mira govern customer PII, account data and every data movement across your banking SaaS — with audit your examiners will accept.

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