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Financial Services industry

Financial Services

Every AI agent touching your portfolio needs a contract.

How exact.works applies

SAISAStandard form agreements for AI-executed financial analysis.
PaperCourt-admissible compiled contracts for every engagement.
TraceComplete audit trail for SEC, FCA, and MiFID II compliance.
APEX-BGBehavioral governance preventing unauthorized agent actions.
ParlerFaster than arbitration. Evidence-first dispute resolution.

Relevant Standards

SEC AI guidanceMiFID IIFCASOX audit requirementsFINRA

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Platform

  • SAISA
  • Paper
  • Trace
  • APEX-BG
  • Parler

Capabilities

  • Ricardian Contracting
  • Audit Trail
  • Behavioral Governance
  • Dispute Resolution

Offerings

  • Government
  • Financial
  • Legal
  • Healthcare
  • Enterprise
  • Infrastructure

Registry & Tools

  • Registry
  • Brief Bank
  • Repositories
  • API
  • Documentation

Company

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Every AI agent needs a service agreement.

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