40+ years
delivering secure services to banks nationwide.
SAGE AI: The Right Information Exactly When You Need It
SAGE AI is your institution's secure AI assistant that gives staff prompt, accurate answers to what they don't know but need to know — right now. Whether it's your check cashing policy, power of attorney procedures, or the latest compliance requirement, SAGE AI delivers authoritative responses in seconds.
Unlike generic AI tools, SAGE AI only accesses the information YOU provide — ensuring every answer is accurate, current, and specific to your institution's policies and procedures.
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Timely Answers
No more hunting through documents. Get accurate responses to policy, procedure, and compliance questions in seconds — directly from your desktop.
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Always Current & Accurate
SAGE AI only knows what you tell it. Update your policies, and SAGE AI immediately reflects those changes — ensuring staff always have the latest information.
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Consistent Across Your Team
Every employee gets the same accurate answer to the same question, with controlled access at the group and individual level, eliminating inconsistencies and reducing compliance risk across your institution — while at the same time improving customer service.
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Increased Productivity
Research shows AI assistants can reduce response time from days to minutes. Your staff spends less time searching and more time serving customers.
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Effortless Compliance
With 30+ years of Jeff Torp's compliance expertise built-in, SAGE AI helps your team navigate complex regulatory requirements with confidence.
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Easy to Implement
No complex infrastructure required. SAGE AI integrates with your existing systems, working seamlessly from day one.
The Information Challenge Financial Institutions Face Today
Your staff needs fast access to accurate, timely and consistent information - waiting or being wrong is not an option.
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Time-Consuming Searches
Staff spend hours hunting through documents, policy manuals, and training materials to answer a single customer question. With 75% of employees relying on keyword searches through printed documents, critical information gets lost in the shuffle.
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Inconsistent Information
Different employees give different answers to the same question, leading to compliance risks and customer dissatisfaction. Research shows 44% of consumers complain about inconsistent responses from financial institution staff.
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Constant Regulatory Changes
Financial regulations and internal policies change frequently. Keeping every employee up-to-date on the latest requirements while maintaining daily operations is a massive challenge that increases compliance risk.
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Information Overload
Your institution has decades of training content, policy updates, compliance guides, and regulatory requirements. The sheer volume makes it impossible for staff to know where to look or what's current.
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Security Risk is Still Human Risk
Phishing remains the entry point for 90%+ of cyber breaches, and financial institutions face hundreds of times more targeted attacks than other industries. External AI tools widen the exposure. Internal AI keeps data contained.
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Compliance & Training Costs
Training programs represent one of your most important investments. Yet recall of rarely used or accessed information remains a challenge, something that training alone can't always solve given the number and complexity of regulations.
What SAGE AI Knows: Your Complete Knowledge Arsenal
SAGE AI has access to six comprehensive Knowledge Vaults — including resources your competition simply can't match.
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Your Policies, Procedures & Products
Institution-specific information you upload — your unique policies, procedures, products, and guidelines.
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BVS Course Content
Every subject covered in the BVS training library — comprehensive, expert-developed content.
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BVS Course Catalog
Search and find relevant training instantly — understand what courses are available for your team.
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BVS Sample Policies
BVS policy templates and guidance — industry best practices at your fingertips.
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Jeff Torp's Knowledge Vault
YOUR COMPETITIVE EDGE: 30+ years of compliance expertise from one of the industry's most respected voices.
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LMS Guide
Guidance on BVS Monarch LMS operation — help your team maximize their learning platform.
Security First: Your Data Stays Yours
In an era where financial institutions face over 20,000 cyberattacks annually, security isn't optional — it's essential. SAGE AI is built with your institution's security as the top priority.
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The Security Difference
Generic AI Tools
- Access public internet data
- May use your queries for training
- Provide inconsistent answers
- Expose sensitive data externally
SAGE AI
- Never accesses the internet
- Full control over your data
- Consistent, accurate answers
- Complete security & privacy
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