Privacy Notice

This Assistant is provided as a non-personalized, first-pass experience intended to demonstrate responsible use of AI in regulated financial environments.

What This Assistant Does

• Provides general, educational information about financial options and market context

• Helps users prepare for more informed conversations with a banker

• Demonstrates privacy-first, compliance-by-design AI patterns

What This Assistant Does Not Do

• Does not provide financial, investment, or lending advice

• Does not personalize responses

• Does not initiate or complete transactions

• Does not replace human bankers or licensed professionals

Privacy & Data Protection

• No personal or business information is collected, stored, or retained

• Users should not enter names, account numbers, Social Security numbers, or any sensitive data

• Any attempt to enter personal information will be rejected to protect user privacy

• Conversations are stateless and are not used for profiling or tracking

Compliance & Responsible AI Use

This assistant was intentionally designed to align with:

• Privacy-first principles

• GDPR-aligned data minimization concepts

• Clear boundaries between education and advice

• Human handoff for personalized or regulated decisions

Portfolio Reference Implementation

This experience is provided as a portfolio demonstration. In a production environment, deployments would be governed by each institution’s security, compliance, data protection, and regulatory policies.

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For personalized guidance or financial decisions, please speak directly with a licensed banking professional.

Why this version works

• Clear no-advice stance

• Explicit no PII language

• Uses language banks are comfortable with

• Not overly legalistic