Under the Gramm-Leach-Bliley Act, safeguarding clients' nonpublic personal information is a regulatory requirement. Pasting an account statement into ChatGPT can put that safeguard at risk.
Paste a full account statement or holdings summary and ask for a review, client identity masked, positions and values intact.
Draft rebalancing notices, quarterly letters and suitability memos that arrive already personalized, restored on your device.
Ask about a specific client's situation without disclosing who they are. The AI sees Client_1; you get an answer about the actual household.
Attach statements, tax forms or account applications; text is extracted and masked locally, page by page, and reviewable before it joins any message.
Your client's account never leaves your machine. The AI reasons about stand-ins.
"Review the retirement portfolio for John Smith, account #4471-9902, currently 60% equities / 40% bonds, $840,000 total."
"Review the retirement portfolio for Client_1, account Account_1, currently 60% equities / 40% bonds, $840,000 total."
Client matters, patient identifiers, and account holdings stay on your machine while the AI reasons about stand-ins, whichever confidentiality law applies to your work.
Amnesia AI® does not create attorney-client privilege or work-product protection, and does not determine whether information is discoverable. Designed to support data-minimization workflows; it does not itself confer HIPAA, GLBA, or GDPR compliance.
Every send produces a receipt an auditor can check.