# Finster AI

AI research partner providing proactive intelligence for investment banking and asset management.

Research: https://www.safecli.org/company/finster.ai
Company: https://finster.ai

## Evidence status

Procurement review needed
Source review: 2026-11-04T15:01:51.644Z
API: API mentioned

Company-published claims, not independently verified controls. Unknown is not evidence of absence.

## Procurement checks

### Security assurance — Mixed claims — review

> We treat your data with the highest level of confidentiality, integrity, and protection, as demonstrated by our SOC 2 Type II compliance.

Source: https://www.finster.ai/security
Reviewed: 2026-11-04T15:01:51.644Z

> Finster is SOC 2-compliant and can connect securely to internal systems, with no training on proprietary data.

Source: https://finster.ai/resources/news/finster-faqs
Reviewed: 2026-11-04T15:01:51.644Z

> Finster is SOC 2 compliant and all data is encrypted in transit and at rest.

Source: https://finster.ai/resources/news/finster-faqs
Reviewed: 2026-11-04T15:01:51.644Z

- [ ] Request the current audit report, scope, exceptions and expiry; confirm the vendor entity.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### SSO & provisioning — Company-published

> SAML-based Single Sign-On (SSO) for seamless and secure authentication

Source: https://www.finster.ai/security
Reviewed: 2026-11-04T15:01:51.644Z

> SCIM provisioning for automated user and group management

Source: https://www.finster.ai/security
Reviewed: 2026-11-04T15:01:51.644Z

- [ ] Test SSO enforcement, user removal and privileged-account recovery.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Access controls — Company-published

> #### Role-based access control (RBAC)

Source: https://www.finster.ai/security
Reviewed: 2026-11-04T15:01:51.644Z

- [ ] Test least-privilege roles and cross-tenant access with separate test accounts.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Auditability — Mixed claims — review

> ### Granular control and full audit trails

Source: https://www.finster.ai/security
Reviewed: 2026-11-04T15:01:51.644Z

> We have designed our own AI Agent framework, ensuring we have fine-grain control of how data is processed, queried, and can provide a full audit trail of data and AI flows.

Source: https://www.finster.ai/security
Reviewed: 2026-11-04T15:01:51.644Z

> Lack source data, lineage, and audit trails needed for regulated institutions

Source: https://finster.ai/
Reviewed: 2026-11-04T15:01:51.644Z

- [ ] Verify administrative and data-access events, retention and export.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Data handling — Not found


- [ ] Review DPA, subprocessors, retention, deletion, residency and AI training use.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Reliability & support — Company-published

> To support incident response, compliance, and real-time threat detection

Source: https://www.finster.ai/security
Reviewed: 2026-11-04T15:01:51.644Z

- [ ] Request SLA, incident history, recovery targets and support escalation terms.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Product effectiveness — Company-published

> Table Builder makes comps, screens, and benchmarks fast to create, easy to iterate on, and ready for real analytical work.

Source: https://www.finster.ai/solutions/developers
Reviewed: 2026-11-04T15:01:51.644Z

- [ ] Run a representative pilot against your current workflow; measure errors, missed cases, time saved and human review cost.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

## Decision

- Owner:
- Intended use and data sensitivity:
- Blocking requirements:
- Pilot success criteria:
- Unresolved risks:
- Decision and review date: