At FolioMax, we know that data privacy and security are critical, especially when handling sensitive financial information. That’s why Max leverages Retrieval-Augmented Generation (RAG) to ensure your data remains secure, private, and never leaves your environment. With RAG, your information is fully protected, and here’s how we do it:
Your Data Never Leaves Your Control
Max’s RAG system ensures that all sensitive data —such as financial statements, portfolio details, and client records—stays securely within your infrastructure. When you use Max to analyze or generate reports, it retrieves only the necessary information from your private database. Your data is never transmitted to external servers, ensuring that it remains under your full control at all times.
No Data Exposure During Processing
Max uses only the specific data it needs for each query. With RAG, no complete datasets are exposed—only the most relevant pieces are used, minimizing the handling of sensitive information. This approach ensures that no unnecessary data is shared, and the scope of exposure is tightly controlled within your secure environment.
Never Used for Model Training
Unlike other AI systems that may rely on fine tuning with your data, Max does not use any of your data to train or adjust the underlying AI model. The model is pre trained, and all responses are based on real time retrieval from your private documents. This means your data remains yours, and it is never incorporated into any external or shared training processes.
Full Compliance with Data Privacy Standards
Max’s RAG powered system helps you maintain full compliance with data privacy regulations like GDPR and CCPA. By keeping your data entirely within your infrastructure and preventing any external access, Max ensures that your client’s sensitive information remains fully protected, minimizing any risk of third party exposure.
Dynamic and Secure Knowledge Updates
As your knowledge base updates—whether through new financial reports or changing market conditions—Max dynamically retrieves only the most relevant information for your queries. This ensures accurate, up to date insights while maintaining strict security and privacy protocols throughout the process.
Final Fail Safe: Removing PII Before
Processing
For an additional layer of protection, Max offers a fail safe option to automatically remove all Personally Identifiable Information (PII) before any data is processed. This guarantees that even if you’re working with sensitive data, client privacy is preserved at the highest level, and all personal identifiers are stripped away before analysis.
With Max, your data remains secure every step of the way. The RAG system ensures that your data never leaves your environment, is never used for training, and—if necessary—can be fully anonymized by removing PII before processing, giving you complete peace of mind when handling sensitive financial information.