NewAI for Banking & Building Societies

Give Copilot a brain.
Give the bank a digital worker.

EA turns Microsoft 365 productivity into cross-functional execution for banks and building societies.

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the current process

Regulatory work doesn't fit in a chat window.

A new rule, a supervisory request or a supplier review lands, and the work spreads across Legal, Risk, Compliance, Procurement, IT and the business. The drafting was never the hard part — finding the evidence, closing the gaps and getting the pack approved is.

Regulatory change is cross-functional.

A new rule or supervisory request touches policies, products, controls, contracts, systems and owners — not one legal matter.

Evidence is distributed.

The answer is usually spread across SharePoint, policies, supplier files, risk registers, email and people's heads.

1:1 AI is not enough.

A chat can draft an answer. It doesn't close the gaps, coordinate the work, or get the final pack approved.

Not another chatbot or LLM

Start with the work your bank already has.

Regulatory Change & Compliance

Mapping new requirements to policies, controls and owners
Gathering evidence across business lines
Maintaining actions through to implementation
Producing an approved response pack
PRA / FCA change and Consumer Duty evidence

Third-Party Risk & Outsourcing

Supplier due diligence and criticality assessment
Contract, control and register maintenance
DORA registers of information
Incident and concentration-risk reporting
Recurring supplier reviews

In-House Legal & Business Enablement

Turning legal guidance into actions across the business
Coordinating Risk, Compliance, Procurement, IT and Operations
Drafting support with every answer source-cited
Policy refresh against changing standards
Answering the business without becoming the bottleneck

Audit, Board & Customer Outcomes

Risk-committee and board pack assembly
Internal and external audit responses
Conduct and customer-outcome evidence
Attestations and control testing
Full traceability from answer back to source

How it works

Five steps from request to approved.

EA works the way your teams already do — the request arrives where they already are, and the finished artefact comes back for sign-off.

1
Ask
Copilot, email or a workplace channel receives the request. No new app, no new tab to keep open.
2
Understand
EA builds context from your approved organisational knowledge — policies, contracts, registers and prior responses.
3
Coordinate
EA asks the right people for missing evidence across connected channels, and chases until it has it.
4
Complete
EA fills the original form, pack or register — not a separate answer document you then have to transcribe.
5
Approve
Owners review, edit and approve. The completed work becomes reusable for the next cycle.

Why EA is different

Four things a chat window
will never do.

You forwarded the supervisory request in TeamsTeams · "DORA register of information due to the regulator in 3 weeks"

Pulled 47 ICT contracts from the supplier registerSharePoint · Criticality, exit strategy, subcontracting chain

Emailing IT for the concentration-risk assessmentOutlook · to: ict-risk@ · 8 fields still unevidenced

Chasing two contract owners for exit-strategy clausesTeams · #third-party-risk · "Need RT.06 complete by Thursday"

Be multi-surface

EA isn't trapped in a chat window. It works with people through email and connected workplace channels, preserving context as the work moves between them — so nobody has to keep coming back to a tab to keep it going.

#dora-register

James Park5:22 PMExternal

Can you send over the full ICT register so we can cross-check our own entries? Useful ahead of Thursday.

Only visible to you

EA5:22 PM

EA detected external party: James Park (Northbank Advisory) is on this thread. The register names critical suppliers and concentration exposures.

↳ Redirected to private channel Sent the register to #third-party-risk for the risk owner to review before sharing.

Be a model of models

EA isn't tied to one model. It routes each task to the model best suited to it — but the model is only one part. The durable layer is the context, the workflow and the accountability around it.

DORA Register of Information - RT.02 Contractual Arrangements

B_02.02.14: Is the ICT service supporting a critical or important function?

Drafted Answer

“Yes. The service supports payment initiation, identified as a critical or important function in the 2026 CIF assessment. Exit strategy documented; RTO 4 hours.”

Knowledge Base Source

CIF Assessment 2026, §3.1: “Payment initiation — critical or important function”

Outsourcing_Policy_v7.docxMatched

Supplier_Register_2026.xlsxMatched

Priya Raman (ICT Risk)Confirmed

B_02.02.15: Date of the last audit of the ICT third-party provider

Provide finished, approved output

EA grounds answers in your approved knowledge, cites the supporting evidence, completes the original artefact rather than a separate document, and routes it through human approval.

Run the process across the business

Harvey helps move a particular legal matter forward. EA helps the wider business get the work done around legal, risk and compliance — finding the evidence, coordinating the people and closing the gaps.

Connected to every tool
your bank already runs on.

Testimonials

Results From Teams Using EA.

This is not just saving me time

The AI is answering some questions in a way we wouldn't have thought of.

Intuitive Platform with Outstanding Support — A Must for B Corp Certification

As a Virtual Assistant supporting clients through their B Corp certification process, I've found EA to be an incredibly valuable tool. From my perspective, the platform is intuitive and user-friendly, which makes managing and organising the required documentation so much easier.

Bexi P.

Intuitive, Secure, and Seamless with Familiar Tools

It's very intuitive and enables me to still use Excel, Word and PDFs that I and my team are used to working with. Also much safer than Chat GPT or Copilot.

Andy H, C-3PO

FAQ

Frequently asked questions

How is this different from the Copilot licences we already have?

Copilot is an excellent front door for search and drafting inside Microsoft 365. EA is the execution layer behind it. Where Copilot answers a question for one person, EA takes an outcome — a regulatory-change pack, a third-party review, an audit response — and runs the work around it: mapping the requirement to your policies and controls, finding the evidence, asking the owners for what is missing, completing the original form or register, and routing it for approval. EA can be invoked from Copilot, so your teams do not learn a new tool.

Where does EA get its answers from, and can we see why it said something?

Only from your own approved material — policies, contracts, control descriptions, registers and prior submissions — connected from SharePoint, your DMS or wherever it already lives. Every answer carries a citation back to the source document, clause or the person who confirmed it, so a reviewer can check it and an auditor can trace it. If EA cannot ground an answer in your evidence, it flags the gap and asks rather than inventing something.

Is our data safe, and is it used to train AI models?

Your data is never used to train third-party models. EA is not tied to a single model provider — work is routed to the model best suited to the task, under commercial terms that exclude training on your content — and the durable layer is the context, workflow and audit trail we hold around it. The platform is penetration tested, runs automated vulnerability scanning across the codebase and deployed containers, encrypts data at rest and in transit, and supports role-based access so a person only ever sees what their role allows. EA holds UKAS-accredited ISO 27001 certification. Full detail is on our security page, and we will complete your own due-diligence questionnaire — that is, after all, the product.

How does EA handle confidential or market-sensitive matters?

EA understands who is party to a piece of work. It recognises external participants on a thread, keeps supervisory, conduct and other restricted matters in a private channel, and shares only what the recipients are entitled to see. Role-based access governs which evidence a given person or team can reach, so a request from the business cannot pull material it should not have.

Does EA make regulatory decisions on our behalf?

No. EA supports evidence gathering, coordination and document production. It does not replace legal advice, risk judgement or regulatory accountability. Nothing is submitted automatically: a named owner reviews, edits and approves every artefact before it goes anywhere, and that approval is recorded. The accountable person stays accountable — EA removes the assembly work in front of them.

Pick a time

See it against one of your own workflows.

Bring a real recurring piece of work — a regulatory-change pack, a third-party review, an audit request — and we will show EA run it end to end: finding the evidence, chasing the owners, completing the artefact and routing it for approval.

A 30-minute working session, not a slide deck
Run against a workflow your bank actually has
How EA sits alongside Copilot and Microsoft 365
What a first pilot would measure

Step 1 of 2 · Your details

Let's get you booked in.

Share a few details and you'll choose a time on the next step.

Pick one recurring workflow. Measure what changes.

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