RelativityOne integrates with the Claude Compliance API and Claude for legal industry launch. Read the press release

Relativity for Financial Services Institutions

With terabytes of fragmented data to manage and regulators watching every move, financial institutions face the world's most complex legal environment. RelativityOne is the AI platform for the scale and pace financial services legal teams demand.

Built for the Realities of Financial Services Legal Work

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Bank-Grade security from day one

Satisfy the strictest InfoSec requirements. RelativityOne is built in Microsoft Azure and trusted by global financial regulators.

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Speed that matches regulator deadlines

Respond to SEC, FINRA, DOJ, and CFTC requests and examinations from a unified view of your data. Repeatable workflows and integrated AI help you work quickly and produce completely.

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Scale without limits

Handle massive matters and decades of legacy data. With cloud-based processing and production, performance stays consistent across languages, geographies, and matter sizes.

Take Control of Complex Financial Services Legal Work

Financial institutions manage more legal data, across more systems, in more jurisdictions than any other industry. RelativityOne unifies fragmented data into a single system of record to manage concurrent matters, respond to regulatory inquiries, and reduce the exposure that comes with data complexity at this scale.

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Always-on innovation

Outdated systems don't just slow you down; they introduce unnecessary risk, including overproduction exposure. With RelativityOne, you get the latest AI features and workflow improvements without disruption.

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Reuse your work product

When managing millions of documents across multi-year litigation and class actions matters, apply prior coding decisions and established workflows to new matters to reduce ramp-up time.

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Meet compliance standards

RelativityOne is integrated with Microsoft Azure’s Open AI services. Relativity and Microsoft meet leading global standards with advanced cloud security and real-time threat protection.

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Control your data, end to end

Keep all your sensitive data under your direct oversight, from identification through production. No hand-offs, no gaps in governance, and a complete audit trail to provide auditors and regulators.

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See the full conversation

Analyze collaboration data from platforms like Microsoft Teams, Bloomberg Chat, and Slack in their native format, and automatically transcribe audio and video across languages and dialects. Identify misconduct or compliance failures across the full data set before they escalate.

Relativity aiR Products

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Generative AI Built for Financial Services Complexity

RelativityOne's integrated generative AI, Relativity aiR, cuts through high-volume, multi-source data sets to surface what matters fast, so your team can move with speed and confidence, reduce costs across every matter type, and keep sensitive data secure.

Now Available

Relativity aiR Assist

Explore your data with conversational AI

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Relativity aiR for Review

Find what matters, faster than ever

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Relativity aiR for Case Strategy

Build your story with efficiency

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White Paper

The Roadmap to Gen AI Adoption in Financial Services Legal Departments

See how leading financial institutions are building AI programs that are strategic, secure, and sustainable.

The Future of Finance and Legal: Meet the AI Visionaries

The AI Visionaries is an annual list of legal professionals who have explored and experimented with AI in novel ways. Get to know some of the people making bold moves and big progress with Relativity.

Trusted by leading financial services institutions

Eight of the top 20 U.S. banks rely on RelativityOne

Aetna
Commonwealth Bank
National Treasury

National Insurance Carrier Decreases Costs by 80% Using RelativityOne for a Litigation Matter

A national insurance carrier, working with MCS Group, cut review costs by 80%, reduced processing time by 70%, and completed a two-month inquiry in just over two weeks with RelativityOne.


Read the story

Learn more about RelativityOne for in-house financial services legal teams

On-Demand Webinar

From Curiosity to Commitment: Building a Business Case for Generative AI in Legal

Watch the Recording
White Paper

Generative AI in Legal: How Relativity aiR Reshapes Review

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White Paper

Understanding Security in RelativityOne

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Talk to a Financial Services Industry Specialist to see RelativityOne in Action