Every answer, cited to the source.
Chunkbase is a document intelligence layer. Every extracted fact, every report, and every recommendation links back to the exact page and paragraph of origin. Built for Consumer Duty. Built for file checks. Built for auditors who ask hard questions.
Built for FCA-regulated advice. Every output citable. Human review built in.
You’re running file checks and half the evidence is in email, half in SharePoint, half in the adviser’s head.
Consumer Duty evidence is still a spreadsheet.
Someone in the firm is using ChatGPT on client files and you’re pretending not to know.
The FCA’s next thematic review is on AI in advice. You are not ready.
Three workflows. Real outcomes.
File-check evidence packs
Assemble evidence packs in minutes, not hours. Every recommendation traced to its supporting document.
Consumer Duty outcome tracking
Link outcomes to source evidence automatically. No more spreadsheets. No more guesswork.
Firm-wide AI governance
One approved platform with audit logs, PII controls, and full traceability. Replace shadow AI with a platform you oversee.
Click any extracted fact to see exactly where it came from. Page, paragraph, document.
Human review in the loop. Audit trail by default. No black-box outputs.
Connects to your document storage and back-office. No rip-and-replace.
“Consumer Duty raised the bar on evidence. Most firms we talk to still meet the standard with spreadsheets, shared drives, and good intentions.”
The 2026 Benchmark is measuring how firms handle evidence assembly, file checks, and AI governance in practice.
Help shape the benchmark →Designed for regulated data from day one
UK cloud infrastructure
Processing runs on UK-based cloud infrastructure.
Encryption
Data encrypted in transit and at rest.
Access controls
Role-based access with firm-level permissions.
Data retention
Configurable retention policies, set to match your firm’s requirements.
Training opt-out
Your data is never used to train or fine-tune any AI models. Non-negotiable.
Certifications
We’re pursuing formal security certifications as we scale beyond pilots. Happy to walk through our current controls in detail.
Transparency, not “trust us”
Model transparency
We tell you which models we use and where they run. No surprises.
Audit logging
Every query, every output, every user action. Logged and exportable.
PII controls
Sensitive data handling designed for regulated environments.
Human review by design
No output reaches a client file without human approval.
Before and after Chunkbase
File check
Open 6 different folders, cross-reference the recommendation against scattered documents, build the evidence pack manually.
Request the evidence pack. Every recommendation traced to source. Gaps flagged automatically.
Consumer Duty evidence
Maintain a spreadsheet. Chase advisers for missing documentation. Hope the audit doesn’t come before you’re ready.
Evidence linked to outcomes by default. Source-traced. Always audit-ready.
AI governance
Suspect someone’s pasting client data into ChatGPT. No visibility. No controls.
One approved platform. Audit logs. Every query and output tracked.
Questions compliance officers ask us
See Chunkbase in action with your documents
Book a 20-minute demo. Bring a redacted transcript or client pack and we'll show you what Chunkbase does with your actual workflow.
Built for FCA-regulated workflows. Every output reviewable. No black boxes.