What's included.
Full OpenClaw installation & configuration
Air-gapped or network-isolated deployment on your infrastructure. No client data touches external servers.
Regulatory-grade security hardening
Docker sandboxing, encrypted credential storage, comprehensive audit logging, network segmentation, and access controls aligned with SEC and FINRA expectations.
Client communication automation
Email triage, meeting prep, portfolio update summaries, and client follow-ups. Configurable approval workflows before any client-facing communication is sent.
Compliance documentation
Full deployment documentation, security configuration records, data flow diagrams, and audit trail exports for regulatory reviews.
Related: Setup service · Security hardening · Security audit · AI executive assistant · Pricing
Client confidentiality without compromise.
Financial services firms operate under some of the strictest data handling requirements in any industry. SEC regulations, FINRA oversight, and client confidentiality obligations mean that every piece of data — client emails, deal memos, portfolio details, compliance records — must be handled with extreme care. Sending that data to a cloud-based AI provider creates a data residency problem that most compliance teams will reject outright.
OpenClaw eliminates that problem by running entirely on your own infrastructure. When configured with local models through Ollama, every client email draft, every meeting summary, and every compliance check stays on hardware you control. No data leaves your network. No third-party vendor has access to your client information. Your firm, your servers, your data.
Common use cases we deploy for financial services clients include client email triage that categorizes and prioritizes incoming correspondence, meeting prep that pulls together client history and recent portfolio activity, compliance monitoring that flags potential issues in outbound communications, and report generation that drafts quarterly client updates from structured data. OpenClaw drafts, your team reviews and approves, then it sends.
The advantage over a human assistant is scope and confidentiality. A traditional assistant sees every deal, every client, every communication. OpenClaw can be configured with role-based access controls so it only processes what it needs to. Every action is logged for audit trails, and because it runs locally, your compliance team can review the entire data flow without relying on third-party documentation. For more detail, see our security hardening page or review the SEC cybersecurity guidance directly.
Common questions.
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