Secure AI for Financial Services
Agentic AI that connects to your data
Get cited answers, compliant drafts, automated checks, and data analysis
Join the companies trusting Moterra
Most AI tools fail in regulated industries
Run AI inside your cloud private perimeter for context, control, and compliance
AI lacks your business context
Integration with your data gives full context, so AI can:
- Answer from your knowledge base in seconds, with citations.
- Automate KYC/AML and policy checks; produce audit-ready records.
- Save time and cut errors across workflows.
Shared AI creates privacy and compliance risk
Run AI inside your cloud environment to:
- Keep data in your perimeter
- Align with GDPR and ISO/IEC 42001, ISO/IEC 27001Â
- Prevent model training on your content.
AI hallucinations undermine trust and audits
Ground answers in your documents to:
- Avoid hallucinations; admit “I don’t know”.
- Provide paragraph citations and quotations.
- Maintain full audit logs for regulators.
Numbers that prove the impact
Our customers cut costs, save time, and scale adoption
1 hr/day
Time saved
Studies from Adecco’s Global Workforce of the Future (2024) report that employees using AI save about one hour per day
75%
Adoption rate
Microsoft’s Work Trend Index (2024) shows that three‑quarters (75 %) of knowledge workers use AI at work
30%
Cost savings
Capgemini’s 2025 survey found that AI automation in finance and accounting delivers around 30 % cost savings
Recognised for enterprise-grade security and compliance
Moterra meets the highest international standards for data protection, operational security, and responsible AI
ISO 27001 & ISO 42001 Certified
Certified for information security and AI risk management
GDPR & DORA Compliant
Moterra supports GDPR requirements for data protection
SOC 2 Type II Security Validation
Independently audited for operational security and data handling
AWS issued GenAI Competency
Certified under the Well-Architected Framework for GenAI solutions
Microsoft 365 Compatible
Works seamlessly with Microsoft 365 applications
All-in-One AI Platform Tailored to Financial Services
Assistants work together: Knowledge, Writing, Compliance, Data, Regulatory Research, and Web Analysis. You can add custom workflows. The platform uses NLP across structured and unstructured data, sharing context whilst honouring access controls.
Answers from your documents in seconds
Find KYC, AML, risk and policy details fast, with paragraph-level citations. Connect SharePoint, Google Drive and file servers, complete with access control. Our data suggests information retrieval time drops by ~97%, turning hours into seconds.
Instant compliance checks with audit trails
Compare documents against KYC/AML rules. See missing evidence and risks at once. Generate audit-ready rationales with links to proof. Produce regulator-facing reports without extra overhead.
Regulatory-ready writing, 70% faster
Draft policies, regulatory submissions, onboarding packs and client communications. Use your approved templates and tone. The assistant inserts required clauses and adds references. It reduces drafting loops. Brand voice and compliance remain intact.
Data analysis without SQL skills
Ask questions in human language. Generate tables, charts, and explanations from databases and large CSV files. No SQL skills needed. Use optional predictive analytics for forecasts. Enable everyone in your company to analyse and understand data they need for better and accelerated decision-making.
Business value & adoption tracking
Get clear visibility into your AI investment with our usage insights dashboard. Track which features get used most, monitor costs by interaction type, and identify the business processes that benefit most from AI. See adoption metrics across teams and get the data you need to optimize performance and show real ROI.
Enterprise AI, simplified
Pricing Plans
Choose the right plan for your team. Moterra runs inside your cloud with enterprise-grade security
Team
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10 users included
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Internal Knowledge Assistant
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AI Content Writing Assistant
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Internet Search and Deep Research
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3 hours/month support
Business
-
Everything in Team
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30 users included
-
AI Document Comparison for Business
-
AI Data Analyst for Business
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Integrations
Enterprise
-
Everything in Business
-
Unlimited users
-
Enterprise-grade infrastructure set-up
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Dedicated Technical Account Manager (TAM)
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8 hours/month support
Custom (Project)
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GenAI Ideation Workshop
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Custom AI Agents
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GenAI-based Automation
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Advanced Integrations & Data Pipelines
-
Consultations & Governance
Team
-
10 users included
-
Internal Knowledge Assistant
-
AI Content Writing Assistant
-
Internet Search and Deep Research
-
3 hours/month support
Business
-
Everything in Team
-
30 users included
-
AI Document Comparison for Business
-
AI Data Analyst for Business
-
Integrations
Enterprise
-
Everything in Business
-
Unlimited users
-
Enterprise-grade infrastructure set-up
-
Dedicated Technical Account Manager (TAM)
-
8 hours/month support
Custom (Project)
-
Custom AI Agents
-
GenAI-based Automation
-
Advanced Integrations & Data Pipelines
-
Consultations & Governance
-
Training & Handover
Team
-
10 users included
-
Internal Knowledge Assistant
-
AI Content Writing Assistant
-
Internet Search and Deep Research
-
3 hours/month support
Business
-
Everything in Team
-
30 users included
-
AI Document Comparison for Business
-
AI Data Analyst for Business
-
Integrations
Enterprise
-
Everything in Business
-
Unlimited users
-
Enterprise-grade infrastructure set-up
-
Dedicated Technical Account Manager (TAM)
-
8 hours/month support
Custom (Project)
-
Custom AI Agents
-
GenAI-based Automation
-
Advanced Integrations & Data Pipelines
-
Consultations & Governance
-
Training & Handover
Our track record includes working with
I’m here to make AI safe and practical for your business.
Ramona Fuchs
CEO @ Moterra
Frequently asked questions
Do we need to be an AWS customer to launch?
No. Moterra runs in your private cloud environment — AWS or other cloud. If you choose AWS, we can provision a dedicated account with you as the owner. Data, keys and audit trails stay under your control.
How is this different from other AI tools for financial services?
Moterra uses generative AI with large language models (e.g., Anthropic Claude via Amazon Bedrock). Answers are grounded by retrieval over your documents (RAG), applying NLP across structured and unstructured data. On AWS it runs in your VPC with PrivateLink and customer-managed KMS keys. Models are reached via private endpoints and never train on your data.
How quickly can we start, and what ROI should we expect?
You can be live within a week. According to the analysis aggregated by Moterra, teams typically save around 30% of time across internal operations in the second month—covering policy search, KYC/AML checks, and drafting. As workflows scale, savings increase, lowering operational costs and speeding decisions and SLA response times.
Our expertise was shaped at
