Financial services

AI agent governance built for regulated finance

SEC, FINRA, PSD2, MiFID II, model risk management: your agents must comply before they trade, advise, or process transactions. Roval gives you the registry, classification, and audit trail your regulators expect.

Compliance posture
SOX
94%
MiFID II
87%
SOC 2
100%
algo-advisor certification expired 3 days ago, recertify before next FINRA exam
The challenge

Model risk management frameworks were not designed for autonomous agents

Model risk management frameworks were not designed for autonomous AI agents that can call external APIs, chain decisions, and access customer data in real time.

Regulators expect a complete inventory of every AI model in production. Most banks can't list half their AI agents, let alone classify them by risk.

SOC 2 audits happen once a year, but LLM models update weekly. By the time your audit is complete, your agent estate has changed beyond recognition.

A single agent handling customer financial data without proper classification could trigger enforcement action under MiFID II or Dodd-Frank.

Regulatory frameworks

Regulatory frameworks for financial services

Pre-mapped requirements. Activate a framework and Roval tracks evidence per requirement.

US
SOX sox

Financial reporting controls for AI systems that touch accounting, reconciliation, or audit data.

Active
16 requirements Financial reporting
Industry
SOC 2 Type II soc2-type-ii

Trust service criteria mapped to agent governance, required by every enterprise customer.

Active
18 requirements Annual audit
EU
MiFID II mifid-ii

Best execution, transaction reporting, and algorithmic trading controls for AI-driven advisory.

Active
14 requirements Algo trading
US
Dodd-Frank dodd-frank

Swap reporting, risk management, and systemic risk monitoring for AI agents in capital markets.

12 requirements Capital markets
Global
Basel III basel-iii

Capital adequacy, leverage, and liquidity coverage ratio monitoring for AI risk models.

15 requirements Banking
EU
GDPR gdpr

Data processing, consent management, and right to explanation for AI systems handling EU customer data.

14 requirements Data protection
Policies

Pre-built policies for financial services

Start from a template, customize the rules, and activate. Every policy enforces controls on your agents.

Transaction monitoring

Enforces audit logging for all agent interactions with transaction systems. Blocks unauthorized access to settlement APIs.

Active
14 blocked · 8 sensitive · 6 read-only
PII & financial data protection

Detects account numbers, SSNs, and financial identifiers in prompts. Blocks sensitive data from reaching external model APIs.

Active
10 blocked · 12 sensitive · 4 read-only
Model risk management

Enforces documentation requirements for AI models: validation, back-testing, and performance monitoring per SR 11-7.

8 blocked · 5 sensitive · 10 read-only
Algorithmic trading controls

Kill switches, rate limits, and anomaly detection for AI agents executing trades or generating signals.

16 blocked · 6 sensitive · 3 read-only
Anti-money laundering

Ensures AI agents in KYC/AML workflows log every decision, flag suspicious patterns, and maintain full audit trails.

9 blocked · 7 sensitive · 5 read-only
Third-party vendor risk

Controls for agents calling external LLM APIs: data residency checks, vendor approval lists, and cost limits.

6 blocked · 4 sensitive · 8 read-only
How it works

Built for the audit that's already scheduled

Full audit trail for regulators

Every state change (registration, classification, certification, policy violation) logged with timestamp, user, and context. Export to PDF for your examiner.

Audit event log
09:14:02
algo-advisor Agent registered, owner: m.chen@acme.com
Registered
09:15:47
algo-advisor Risk classified Tier 3, High
Tier 3
10:02:31
algo-advisor Compliance evidence uploaded, MiFID II Art. 27
Evidence
11:38:09
algo-advisor Certification approved, s.patel@acme.com
Certified

Real-time cost attribution

See which agents call which models, how many tokens they consume, and what they cost. Set budget alerts per team, per agent, per model.

Cost attribution, March 2026
Agent Model Tokens Cost
algo-advisor gpt-4o 2.4M $1,240
credit-risk-model claude-3-5 1.8M $890
kyc-automation gpt-4o-mini 680K $340
fraud-detection-v2 gpt-4o 3.1M $1,890 ↑

Continuous compliance monitoring

Certifications expire. Configurations drift. Owners leave. Roval detects it all within 15 minutes and alerts before your next audit.

Compliance posture
SOX
94% Pass
SOC 2
100% Pass
MiFID II
87% Review
algo-advisor: Art. 27 evidence expires in 8 days
credit-risk-model: owner r.kim@acme.com departed

Start governing your financial AI agents

Join the private beta. Full registry and compliance setup in under 10 minutes.

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