Challenges & Solutions
Your challenges, solved
The problem
Financial data is highly sensitive — client portfolios, deal terms, and regulatory filings cannot be stored on third-party AI servers. §203 StGB demands it.
The solution
Wysor is §203 StGB (Berufsgeheimnis) compliant. Contractual DPAs with every AI provider guarantee zero data retention. Your financial queries are never stored, never used for model training, and never accessible to AI company staff.
The problem
Drafting client reports, investment summaries, and regulatory correspondence takes hours of repetitive writing
The solution
Use any AI model to generate first-draft client reports, quarterly summaries, and compliance letters. Switch between Claude (precise financial language) and GPT-5 (faster iteration) in one workspace.
The problem
Managing client email communication across dozens of accounts is overwhelming
The solution
Wysor syncs with Gmail and Outlook, surfaces priority messages, and generates context-aware reply drafts. Handle client correspondence faster without copying financial details into a separate AI tool.
The problem
Earnings calls, client meetings, and advisory board sessions need accurate transcription without cloud exposure
The solution
Wysor's on-device voice transcription processes audio locally. Meeting audio never touches a server — critical for discussions involving material non-public information or confidential deal terms.
Use Cases
How finance & accounting professionals use Wysor
Client Report Drafting
Generate first-draft quarterly reports, portfolio summaries, and market analysis using AI. Upload templates and prior reports to a Knowledge Base so Wysor maintains your firm's format and tone.
Regulatory Document Analysis
Upload SEC filings, compliance guidelines, or regulatory frameworks to a Knowledge Base. Ask Wysor to identify relevant sections, summarize requirements, or flag discrepancies across documents.
Client Email Management
Sync your inbox and let Wysor surface urgent client messages. Generate contextual reply drafts for portfolio updates, meeting scheduling, and document requests — review and send in seconds.
Earnings Call & Meeting Notes
Transcribe earnings calls, advisory meetings, and client consultations on-device. Generate structured summaries with key decisions, action items, and follow-up tasks.
Our compliance team vetted Wysor's DPAs thoroughly. It's the first AI tool they've approved for use with client-facing financial work. The zero-data-retention guarantee is contractual, not just a settings toggle.
Michael R.
Managing Director, Boutique Advisory Firm
Why financial professionals need §203-compliant AI
Finance professionals in Germany — Steuerberater, Wirtschaftsprüfer, Finanzberater — are bound by §203 StGB (Berufsgeheimnis). Violating professional secrecy isn't just an ethical failure; it's a criminal offense. Yet most AI tools store your queries indefinitely and offer nothing more than a privacy policy as protection.
Policies vs. contracts
When a financial professional pastes deal terms or client data into ChatGPT, that data passes through OpenAI's infrastructure under a privacy policy, not a contract. Wysor is fundamentally different: every AI provider is bound by a Data Processing Agreement that contractually guarantees zero data retention and prohibits the use of your inputs for AI training. This contractual framework is what §203 compliance requires.
The multi-model advantage for financial work
Financial analysis benefits from different AI strengths. Claude excels at careful reasoning through complex regulatory language and multi-step financial calculations. GPT-5 is faster for routine client correspondence and report formatting. Gemini handles multimodal tasks when you need to analyze charts and tables. Wysor gives you all of these in one workspace without exposing data to multiple separate platforms.
Beyond chat — a financial workflow
Financial professionals don't just need an AI chatbot. They need AI integrated into their daily operations: managing client email at scale, synthesizing regulatory documents in a private knowledge base, transcribing earnings calls on-device, and drafting reports that match their firm's standards. Wysor combines all of these under a single set of privacy guarantees.
On-device transcription for sensitive discussions
Earnings calls, board meetings, and client advisory sessions routinely involve information that cannot be sent to cloud servers. Wysor's voice transcription runs entirely on your device — the audio is never uploaded. This architectural decision, not just a policy checkbox, makes it suitable for the most sensitive financial conversations.
FAQ
Frequently Asked Questions
Yes. Wysor maintains contractual Data Processing Agreements (DPAs) with every AI provider, guaranteeing zero data retention and prohibiting AI training on your inputs. This contractual framework supports compliance with professional secrecy obligations under §203 StGB for Steuerberater, Wirtschaftsprüfer, and financial advisors.
Absolutely. Wysor's DPAs are available for review by your compliance and legal teams. They cover zero data retention, prohibition of AI training on your inputs, and data processing obligations for every AI provider Wysor connects to.
Yes. Wysor's Knowledge Base accepts PDFs, Word documents, Excel exports, and text files. Upload SEC filings, client reports, regulatory guidelines, or any document set and query against them with any AI model.
Wysor's voice transcription processes audio entirely on your device. Unlike cloud-based transcription services, the audio never leaves your machine. This is critical for meetings involving material non-public information, deal terms, or confidential client discussions.
AI your compliance team will actually approve
§203 StGB compliant. Contractual DPAs with every AI provider. Zero data retention. Free to start.
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