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Banking, Finance & Insurance

Browser-level control for everyone who touches money

Advisors, analysts, ops and back-office teams live across core banking, CRM, market data and fintech SaaS all day. Mira contains material non-public information, governs every download and clipboard action, and audits it all — without slowing the desk.

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MNPI
Containment across every fintech SaaS tab
Every
Download, upload & paste governed and logged
RBAC
+ ABAC access by desk, role and entitlement
SIEM
Metadata-first audit, streamable for surveillance
The problem

Where financial workflows leak risk

Sensitive data moves between portals and spreadsheets with no containment, AI tools are off-limits, and auditors want proof of every action.

MNPI & conflicts

Material non-public information crosses desks and devices with no browser-level containment or information-barrier enforcement.

Uncontrolled data movement

Client PII and positions are copied into spreadsheets, downloads and AI tools with no DLP or audit trail.

Audit pressure

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

How Mira helps

Govern the desk without slowing it down

Mira makes the browser the control point: information barriers by attribute, DLP on every data movement, and AI that summarizes filings and records without exfiltrating sensitive context.

  • Information barriers (ABAC)Scope app and data access by desk, deal, role and entitlement — central locks stop policy from being loosened.
  • DLP on data movementAccount numbers, card data, positions and PII are detected and governed across downloads, uploads, clipboard and AI reads.
  • Governed AI summariesSummarize filings, statements, KYC docs and CRM records — with sensitive fields redacted before any provider call.
  • Surveillance-ready auditMetadata-first records of access and action stream to your SIEM and surveillance tooling.
Capabilities

Capabilities for financial services

Core & CRM workspaces

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

MNPI & PII DLP

Detect and contain material non-public information and client PII before it leaves the managed browser.

Desk-level RBAC/ABAC

Entitlement-aware access and information barriers by desk, deal and role.

Surveillance audit

Metadata-first audit and SIEM streaming aligned to recordkeeping obligations.

ZTNA for back office

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

Governed analyst AI

Summarize, compare and extract from filings and statements under policy, with provenance chips.

Use cases

Front office to back office

AI assistance and hard controls across the financial workflow.

  • KYC / AML reviewSummarize onboarding documents, flag missing items, and keep an audit trail — with PII redacted.
  • Advisor & relationship desksPull client context across CRM and portals without copying sensitive data out of the browser.
  • Research & analysisExtract and compare figures from filings into structured outputs, with sources attached.
  • Outsourced operationsGive BPO finance teams least-privilege, audited access from BYOD devices.
Approved workspaces & integrations

Trusted apps for this role

Major CRM systemsCore banking portalsMarket data terminalsCore banking & payments platformsE-signature platformsITSM platformsCommon enterprise SaaSCustom internal apps
Compliance & controls

Mapped to your obligations

SOC 2GLBA-aligned controlsPCI-aware DLPGDPR / DPDPInformation barriersRecordkeeping auditSSO · MFA · SCIM
FAQ

Questions for Banking & Finance teams

Can Mira enforce information barriers?
Yes. ABAC policy scopes app and data access by desk, deal, role and entitlement, and central locks prevent lower-level admins or users from loosening barriers — with every decision audited.
How does Mira help with recordkeeping and surveillance?
Audit is metadata-first — decision, actor, route, capability, domain and timestamp — and streams to your SIEM and surveillance tooling, without storing raw prompts or page content by default.
Can analysts 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.

Contain risk at the browser, not after the breach

See Mira govern MNPI, client PII and every data movement across your financial SaaS — with audit your examiners will accept.

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