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Introducing Managed AI: governed AI for financial servicesLearn more →
Services · Managed AI

Secure AI that works for your business.

Private copilots, document workflows, and research assistants, running on your data with access control and logging on day one. RFA owns the infrastructure and the guardrails, and your teams get the hours back. You keep a full audit trail of what was used and by whom.

Supported platforms

ClaudeChatGPTMicrosoft CopilotOpen Source
The portfolio

Three ways we deliver AI.

We start with a roadmap, and build everything else around it.

01Intro projects

Land the strategy, build the foundation

An 8-week AI Strategy & Roadmapping engagement sets the direction: executive working sessions with a readiness assessment as the diagnostic input. Platform setup then builds on that strategy, in standard, advanced, and complex tiers.

AI strategy & roadmap, readiness scorecard, prioritized use cases, starter risk register, and a 30/60/90 plan.

  • Strategy alignment: AI ambition & operating model with leadership
  • Readiness assessment: usage, data exposure, technical & governance gaps
  • Use-case prioritization: value vs. risk across front, middle & back office
  • Platform deployment: licensing, SSO, SCIM, roles, security settings
  • Purview labeling & DLP: tuned to MNPI and restricted information
  • Governance foundation: policy, use-case intake, risk register
02Recurring services

Operate and govern the program

Once the foundation is live, RFA runs it: platform operations, governance reviews, and advisory on a 12-month rhythm.

Recurring deliverables surface live in the RFA AI client portal, no static reports, no waiting for the monthly meeting.

  • Managed AI operations across supported platforms
  • Governance, policy & risk-register upkeep
  • vCAI: virtual Chief AI Officer advisory
  • Custom harness operations for delivered agents
  • Usage, adoption & exposure reporting
  • Minor changes & platform tuning included
03Custom engagements

Build net-new capability

New agents, workflows, integrations, RAG solutions, and pipelines, scoped by agent risk, tools, actions, and integrations. RFA can operate anything it delivers.

Each roadmap step is scoped and agreed in writing before work begins.

  • Agents designed, tested & recertified against RFA's trust controls
  • Workflow & pipeline engineering
  • Integrations with OMS, PMS, research & reporting systems
  • RAG solutions on data your firm governs
  • Post-delivery operations via the custom harness
RFA · Spend controlLive

This month

$42,380

Budget

$60,000 · 71%

Claude$18,240 · 43%
ChatGPT$14,830 · 35%
Microsoft Copilot$9,310 · 22%
Token spike: research team+38% w/w · reviewed
Prompt caching enabledest. $2,100/mo saved
12 idle Copilot seatsreclaim suggested
Spend control

Know what your AI actually costs.

Every Managed AI engagement includes cost governance across Claude, ChatGPT, and Copilot: one view of tokens, seats, and spend, delivered live through the Titan platform.

Budgets & alerts

Monthly limits per team, project, or API key, with thresholds that notify before they're breached.

Per-model breakdowns

Spend by platform, model, user, and workflow, so the mix is a decision rather than a surprise.

Savings recommendations

Idle-seat reclamation, prompt caching, and lower-cost model alternatives, surfaced automatically.

Anomaly detection

Spikes flagged in real time against historical trend, tied to the team and workload that caused them.

Why RFA

Built for financial services, where governance is the deal.

Agentic trust framework

ISO/IEC 42001ISO 27001

Every agent is designed, tested, and recertified against RFA's trust controls, mapped to ISO/IEC 42001 and ISO 27001.

Compliance-first

SECFINRADDQ / ODDMarketing ruleEU AI Act

SEC/FINRA recordkeeping, exam readiness, investor DDQ/ODD support, marketing-rule review, and EU AI Act readiness.

MNPI data protection

MNPI · restricted

Purview labeling and DLP plus Prompt Security guard MNPI, PII, deal, LP, and client data at every layer.

Platform-agnostic

ClaudeChatGPTCopilotOpen Source

One governed program across Claude, ChatGPT, Microsoft Copilot, and open-source models. We meet the firm on the platforms it already runs.

Delivered through

The RFA AI client portal.

Recurring deliverables surface live, governance reviews, usage and exposure reporting, risk-register updates. No static reports, no waiting for the monthly meeting.

Visit the portal
Portal · Live deliverables
Q3 governance reviewUpdated today
Usage & adoption reportLive
Risk register2 open items
Prompt-security postureValidated

Start here

Begin with AI strategy & roadmapping.

An 8-week engagement that produces the scorecard, the prioritized use cases, and the roadmap that scopes everything after it.

Book a working session

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Let's talk about your
technology needs.

Speak with an RFA advisor about IT, cybersecurity,
AI, and compliance for financial services.

Request a consultation