AI consulting for financial services

Advanced AI, built around
your business.

Private AI assistants, automated dashboards, and intelligent workflows that live entirely inside your company — never trained on your data, never shared, and ready in weeks, not quarters.

  • Your data stays in your company
  • Never used to train AI
  • SOC 2, ISO 27001, GDPR
Why Datajul

Advanced tech, built for humans.

We're a 2026-and-beyond company with serious engineering behind every project. But the work is always about your business, your people, and the outcomes you actually care about.

Private by design

Your data, your rules

Every assistant, every dashboard, every workflow lives inside your Microsoft tenant. Nothing travels to public AI services. Nothing trains someone else's model.

Humans first

Tools your team will actually use

We design for the people who work with them every day — simple interfaces, plain language, and training that sticks. Technology should feel like a relief, not a burden.

Results in weeks

From conversation to working prototype

Most clients see their first working tool within 2–4 weeks. We ship small, useful pieces fast — then grow with you from there.

What we build

Six practices, one promise: everything stays yours.

01 Most popular

Private AI Assistants

A version of ChatGPT that knows your business but keeps your data 100% private. Answers questions, drafts emails, finds information across your internal documents — instantly.

SecurePrivateCustomizedFast
02

Automated Dashboards

Stop updating spreadsheets by hand. Beautiful live dashboards that pull data from all your tools automatically — sales, operations, growth, in real time.

Live DataVisual InsightsNo Manual Entry
03

Smart Workflow Automation

We find the repetitive tasks slowing your team down — data entry, meeting summaries, invoice processing — and build AI systems to handle them automatically.

EfficiencyCost SavingScalable
04

Unified Business Data

Break down the walls between departments. Sales, finance and marketing data connected into one organized brain, so everyone gets the answers they need.

One Source of TruthOrganizedAccessible
05 Top priority

Cybersecurity & Data Protection

We treat your data like a bank treats your money. Fully encrypted, only people you approve can access it, never used to train AI. The same standards banks and hospitals use — SOC 2, ISO 27001, GDPR, HIPAA.

EncryptedPrivateSOC 2ISO 27001GDPRHIPAA
06 Included in all projects

Strategy & Training

We don't just build tools; we help your team use them. From initial strategy to hands-on training, we make sure your organization actually sees the benefits long-term.

Expert GuidanceTeam TrainingROI Focused
How we work

From first call to working results, in three steps.

01

Discovery & Audit

We listen to your goals and review your existing data. Together we identify the quick wins where AI and automation save you the most time and money first.

02

Custom Buildout

Our experts build your solution directly inside your own Microsoft environment. You own everything we create, and your data stays exactly where it belongs.

03

Launch & Support

We roll out the tools with clear training and documentation, then stay by your side to monitor performance, optimize costs, and make sure you see real results.

Security & trust

We treat your data like a bank treats your money.

Everything is fully encrypted, only people you approve can access it, and your business information is never used to train AI — the same standards banks, hospitals and governments use.

SOC 2 Type IIISO 27001GDPR & CCPAHIPAA-readyMicrosoft security standards

Your data never leaves your company

Everything runs inside your own Microsoft account — right next to your emails and files. Nothing is sent to us or any third party. Ever.

Fully encrypted, inside and out

Your files are scrambled when stored and when moving between systems — the same protection banks use. Even if intercepted, no one can read them.

Never used to train AI

Your documents, emails and conversations stay your business knowledge. They're never fed into public AI products or shared with OpenAI, us, or anyone else.

Only the right people see the right things

You decide who has access to what. Sales sees sales, finance sees finance. New hires get access instantly — people who leave lose it instantly.

A complete, unchangeable record

Every question asked, every file accessed, every answer given — logged in a record no one can edit or delete, not even us. Audits become painless.

Built safe from day one

We don't bolt security on at the end. Private connections, automatic password rotation and security reviews are there from the very first line of code.

Every company is different. Ask us for a plain-English walkthrough of how we'd protect your specific workflows.

Case study · Built in-house

FinnVersion: our private equity research agent.

An AI analyst that reads 10-Ks, earnings calls and news in minutes, then writes a full investment thesis — sourced, critical, and transparent. The same architecture we deploy for clients, refined on our own capital.

Azure OpenAI Claude LangGraph MCP Supabase SvelteKit
Try FinnVersion
Live in production
NVDA NVIDIA Corp.
Thesis · BUY
Investment thesis

Dominance in AI accelerators is structural. Margin compression from custom silicon is a medium-term risk, not a near-term one. Cash generation supports continued platform expansion.

+64%
Revenue YoY
74%
Gross margin
12.4×
FCF growth
Sources: 10-K · earnings call · sector news
24h
Response time
100%
Data privacy
2–4wk
To first results
0
Commitment to start
Questions

Everything you'd ask in the first call.

Still curious about something else? Drop us a line — real humans answer within 24 hours.

Is our company data safe with your AI solutions?

Absolutely. Unlike public AI tools, everything we build runs inside your own private Microsoft account. Your data is never shared with us, never leaves your control, and is never used to train other AI models. It's as secure as your current email or files.

What cybersecurity and compliance standards do you follow?

We follow the same security standards as banks, hospitals, and governments — SOC 2 Type II, ISO 27001, GDPR, CCPA, and HIPAA. Your data is fully encrypted at all times, only approved people can access it, every action is logged in a record that can't be changed, and nothing is ever used to train AI. We're happy to walk you through our security setup in plain English before you commit.

Do we need to be technical to work with you?

Not at all. We handle the technical work under the hood. Our goal is to deliver simple, easy-to-use tools your team can start using immediately without needing a data science degree.

How long does it take to see results?

We move fast. Most of our clients see their first working prototype within 2 to 4 weeks. We believe in building small, useful tools quickly rather than spending months on projects that never launch.

What kind of data do we need to have ready?

We can work with whatever you have — messy Excel files, PDFs, or modern databases. Part of our job is helping you organize what you have so it becomes useful for AI.

How much does a typical project cost?

Every business is different, which is why we start with a free assessment. Fixed-price quotes for specific milestones so you always know exactly what you're paying for and the return on investment.

Will this replace our employees?

Our tools are co-pilots — they handle the boring, repetitive parts of the job so your people focus on the creative, strategic work only humans can do. It's about making your team 10× more productive, not replacing them.

Let's talk

Ready to see what's possible with your own data?

Tell us what you're trying to build or automate. We'll respond within 24 hours with a clear, jargon-free path forward — no commitment required.

Book a free assessment

Free · 24h response · zero obligation.