Now accepting early access applications

Your compliance team's AI co-pilot

Policy Pilot helps financial services firms understand, test, and continuously improve their compliance policies — powered by AI that works across your entire policy library.

<30s
to answer any policy question
100%
staff engagement with policies
Live
feedback to policy owners
Built for FCA-regulated firms · GDPR compliant · UK-hosted infrastructure · Air-gapped deployment available
Three ways to master any policy

Upload a policy. Your team gets instant access to AI-powered tools that make compliance effortless.

Core feature

AI policy chatbot

Ask any question about your policies in plain English. Get instant, cited answers referencing the exact section — across your entire policy library. No more searching through 50-page documents.

Feedback loop

Comprehension testing

Auto-generated quizzes test whether staff actually understand the policy. Results feed back to policy owners, highlighting which sections need simplifying. Compliance improves continuously.

Accessibility

Focused reading mode

Distraction-free word-by-word display helps staff engage with every sentence rather than skimming. Key terms are highlighted for retention. Research-backed benefits for readers with ADHD.

From upload to insight in minutes
1

Upload your policies

Drop in PDFs from SharePoint or your document store. Our AI processes them instantly.

2

Staff ask questions

The AI chatbot answers any question across all your policies in seconds, with citations.

3

Test comprehension

Auto-generated quizzes check understanding. Focused reading mode aids deeper engagement.

4

Owners get feedback

See which sections staff struggle with. Improve your policies with real comprehension data.

The feedback loop is what makes us different. Policy owners learn exactly where comprehension breaks down — so policies improve continuously, not just at annual review.
Built for smaller financial services firms

The same compliance obligations as the big banks, without the big bank budget.

Independent Financial Advisers
Wealth managers
Small insurers
Payment firms
Credit unions
Fintechs
Your policies stay yours

We know you're uploading sensitive compliance documents. Here's exactly how we protect them.

Tenant-isolated architecture

Every customer's data lives in its own secure silo. Your policies, conversations, and quiz results are completely separated from every other customer.

Encrypted everywhere

All data encrypted in transit (TLS 1.2+) and at rest (AES-256). Your policy documents are protected at every stage.

UK-hosted infrastructure

Your data never leaves the UK. We use UK-based data centres so you can confidently tell regulators exactly where your data resides.

Never used for AI training

Your policy content is never stored by the AI provider and never used to train or improve models. Enterprise API terms guarantee this.

Role-based access control

Admins, managers, and staff each see only what they need. SSO integration included from Professional tier.

Air-gapped option

Need maximum security? Run Policy Pilot entirely inside your own network with zero internet connection. Everything stays in your building.

Your data lifecycle — full transparency

1
Upload

PDF encrypted and stored in your isolated tenant. Only your authorised users can access it.

2
Processing

AI indexes content into secure embeddings. The original PDF is retained in encrypted storage.

3
In use

Queries processed via AI with zero data retention. Nothing stored by the AI provider.

4
Termination

Data exportable for 30 days, then permanently deleted within 60 days.

ICO registeredData processor
GDPR compliantFull DPA available
UK data centresData residency
AES-256 + TLSEncryption standard
Simple, per-company pricing

No per-seat charges. Everyone uses it, everyone benefits.

Starter
£199/month
Up to 10 users
5 policies
AI chatbot
Focused reader
Get early access
Enterprise
£999+/month
Unlimited users & policies
SSO included
Priority email support
99.5% uptime SLA
Get early access
Founding members get 25% off for life. Limited to the first 20 customers.
Ready to pilot your policies?

Join our early access programme. Be one of the first 20 firms to shape the product and lock in founding member pricing.

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