Financial Intelligence Platform
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CIB Intelligence Platform
AK
Overview
Revenue — Last 12 WeeksLive
Subscribers by Plan
Monthly Recurring
£0
Projected Annual
£0
Recent AI Insights
System Status
API Uptime (30d)
99.97%
Recent Transactions
ClientProductPlanAmountDateStatus
Data Ingestion
Upload files or connect live APIs — AI auto-parses, classifies and indexes everything

Drop files or click to upload

CSV · Excel · PDF · JSON · TXT · XML

Auto-parseAI-classifyZero mapping
Connect API Endpoint
Recently Ingested
Ingestion Log
File / SourceTypeRecordsAI ClassificationConfidenceStatusTimeActions
AI Insights
Auto-generated financial intelligence from your data — BCBS 239-aligned
Dashboards
Live financial intelligence — portfolio analytics and CIB intelligence
Sector Exposure (£B)
Covenant Headroom Distribution
RWA by Sector (Top 5)
SectorRWA (£M)QoQ
Cross-Sell Pipeline
ClientSignalEst. Value
BCBS 239 Status
NII Trend — Monthly (£M)
My Products
Data products you have built and published
Marketplace
Browse and subscribe to financial intelligence products from the Vaultis ecosystem
Subscriptions
Active client subscriptions, revenue tracking and access management
Subscriber List
ContactOrganisationPlanProductMRRSinceStatusActions
Data Sources
Connected data feeds, APIs, databases and file storage layers
Sync Activity Log
SourceTypeLast SyncRecordsLatencyStatusActions
AI Copilot
Ask anything about your data estate — powered by Claude AI
Context Sources
Suggested Prompts
Saved Outputs
Settings
Platform configuration, API keys and preferences
Organisation Profile
Stripe Payment Configuration
Get Payment Link URLs from stripe.com → Payment Links. Paste below to enable live checkout.
AI Configuration
Add your Anthropic API key to enable real AI. Get one free at console.anthropic.com.
Notifications
Danger Zone
Predictive Engine
AI-driven forecasting across credit risk, revenue and client behaviour — updated daily
Revenue Forecast with Confidence Bands
Predicted Actual (to date) 95% CI
PD Distribution (Portfolio)
Weighted Avg PD
2.34%
Stage 2 Migration
+127 fcl
ECL 12-Month
£84M
RWA Trajectory Forecast
⚠ RWA projected to breach £4.8B limit in Q1 2027 without remediation
Covenant Breach Timeline
Client-Level PD Scores — Top 20 Risk
ClientSectorExposure (£M)PD Score12M PDLGDEL (£M)StageTrend
What-If Scenario Modeller
Base Rate Shock (bps) +75
GDP Growth Shock (%) -1.5
Unemployment Shock (pp) +2.0
Scenario Impact
ECL Impact
+£42M
PD Uplift
+0.8pp
Stage 2 Migration
+89 fcl
NII Impact
-£18M
IFRS 9 Stage Migration Matrix (12M)
From → To (number of facilities)
Stage 1 (Performing) Stage 2 (Watch) Stage 3 (Impaired)
Propensity Models
ML-powered client scoring — cross-sell, churn, upgrade and product propensity
Cross-Sell Propensity — Ranked AUC: 0.84
RankClientSectorScoreConfidenceEst. ValueAction
Feature Importance (SHAP)
Score Distribution
Top Opportunity
Client Universe — Risk vs Propensity Matrix
● High Value ● Medium ● Monitor
← Lower Risk Higher Risk →
Propensity-Driven Revenue Waterfall — 12M Opportunity (£M)
Alert Centre
Prioritised actions from credit risk, propensity and market intelligence models
Open Alerts — Prioritised by Severity
● Critical (3) ● High (6) ● Medium (3)
Alert Log
SeverityCategoryAlertClientRM OwnerCreatedStatusActions