Use Cases by Industry · Banks, Insurance & Financial Sector

Efficiency in strictly
regulated environments

Banks, insurance companies, and financial service providers operate under the strictest requirements in the EU. Mimirio is the AI platform that treats efficiency and compliance not as contradictions – but as two sides of the same architectural decision.

On-premise · GDPR compliant · sovereign

100%
Data sovereignty

deployable on-premise

0
Data sharing with external AI services
62%
higher factual accuracy than standard AI solutions
<2s
Response to compliance questions

with internal source citation

Use Case 01 · Making Regulations Searchable

DORA, MiFID II, Solvency II –
complex regulations that answer questions.

The regulatory framework for financial companies grows every year. DORA has been in effect since January 2025, the EU AI Act is being phased in until 2027, and BaFin’s guidance on ICT risks and AI was published in December 2025. Compliance teams spend hours searching long documents for the relevant section. With Mimirio Custom Agents, every regulation becomes an interactive knowledge partner.

Current with regulatory changes

When DORA standards or internal policies change, the tool is automatically updated with the new version. Outdated answers based on old versions are a thing of the past.

Fully on-premise

BaFin’s guidance (Dec. 2025) explicitly recommends on-premise operation as the lowest-risk infrastructure variant for AI assistants. Mimirio meets exactly this requirement – without compromising functionality.

Answers – always with source citation

Every answer includes the exact section with page reference in the source document. Compliance decisions remain traceable, auditable, and legally defensible.

Custom Agents for every regulation

Whether DORA, MiFID II, Solvency II, or your own internal credit handbook: content from all documents is searchable. The team asks questions in natural language – the tool responds precisely with source citations.

Use Case 02 · Customer Support & Application Processing

Incoming applications, customer inquiries –
pre-processed before anyone opens the inbox.

Claims notifications, complaints: the volume of incoming documents and inquiries is rising, but staff levels are not. Mimirio reads, classifies, and summarizes – delivering a prepared work state to the team instead of a blank screen.

Meeting minutes & tasks automatically

From every transcript, structured minutes, Jira tickets, or Planner cards are created including assignee and deadline, along with a Confluence page – all in one step, using the company template.

Retrieve knowledge from the depths

Internal policies, circulars, audit reports, old project documents: Mimirio connects all sources into a searchable knowledge base. No more email chains, no lost answers.

Translations with domain expertise

Reports, correspondence, regulatory summaries: Mimirio translates financial texts with the right technical terminology – internally, without data leaving the premises.

Decision history always retrievable

“What did the risk committee decide in October about the counterparty limit?” – Mimirio searches all stored minutes and finds the answer in seconds, with a direct link to the source.

Use Case 03 · Project Management & Knowledge Search

Less administration,
more substance –
for every team in the house.

Regulatory projects, product developments, internal initiatives: meetings are documented, tasks forgotten, decisions no longer found. And the information the team needs is stuck in documents no one searches for anymore. Mimirio creates order – without a new system that needs parallel maintenance.

Meeting minutes & tasks automatically

From every transcript, structured minutes, Jira tickets, or Planner cards are created including assignee and deadline, along with a Confluence page – all in one step, using the company template.

Retrieve knowledge from the depths

Internal policies, circulars, audit reports, old project documents: Mimirio connects all sources into a searchable knowledge base. No more email chains, no lost answers.

Translations with domain expertise

Reports, correspondence, regulatory summaries: Mimirio translates financial texts with the right technical terminology – internally, without data leaving the premises.

Decision history always retrievable

“What did the risk committee decide in October about the counterparty limit?” – Mimirio searches all stored minutes and finds the answer in seconds, with a direct link to the source.

Use Case 04 · Onboarding & Knowledge Transfer

Experienced colleagues
retire –
their knowledge stays.

The financial sector in the DACH region faces a silent personnel wave: many of the most experienced professionals are retiring in the coming years. At the same time, demand for well-trained newcomers who can quickly navigate a complex regulatory environment is rising. Mimirio bridges this gap.

Secure institutional knowledge before it leaves

Mimirio continuously captures meeting notes, public emails, documents, and decisions. The expertise of experienced colleagues becomes a searchable knowledge base – long before they retire.

Demographic change Trainees

Trainees ask without disturbing

In finance, there are many questions people hesitate to ask – about processes, products, internal workflows. Mimirio answers them discreetly, correctly, and around the clock. Younger generations especially prefer typing over asking.

Trainees Onboarding

Productive faster in regulated environments

New employees in finance must quickly understand internal regulations, the product landscape, and processes. Mimirio is their buddy, answering all questions – based on real, verified internal documents.

Onboarding Trainees

Multilingual as a side effect

International teams or new colleagues with other native languages benefit: Mimirio can provide all content, policies, and FAQs in other languages on request – without extra effort.

Integrations

Connects to
your existing systems.

Mimirio retrieves knowledge where it already resides – no data migration project, no new platform requiring parallel maintenance.

SharePoint / OneDrive
Policies & regulations searchable
Confluence
Minutes & knowledge base automatically current
MS Planner
Project tasks directly from the meeting
Jira / Ticket systems
Create tasks from meetings directly
Outlook / E-Mail
Correspondence as knowledge source
Word template
Export to document templates in corporate design
Teams / Slack
Communication as knowledge source

Companies working with Mimirio

“With Mimirio, I have our years of built-up expert knowledge at my fingertips – competent answers to any question, available in seconds.”

Fabian NIKLAS
Fabian NIKLAS

Project Manager, Raiffeisen Informatik

Developed for the regulated DACH financial sector

DORA-ready EU AI Act ready No US cloud service On-premise Austrian company

Get started now

AI for the financial sector –
without compromises on security & compliance

Show us your system landscape and your biggest pain point – we’ll show you in a personal demo how Mimirio handles it. Completely within your infrastructure, DORA-ready, GDPR-compliant.

Free & non-binding · Clarity in 30 minutes · Pilot project on request