Relativity for Financial Services Institutions
One platform for
regulatory readiness, cross-border regulations, and complex legal data
One platform for complex legal data
Built for the Realities of Financial Services Legal Work
Bank-Grade security from day one
Satisfy the strictest InfoSec requirements. RelativityOne is built in Microsoft Azure and trusted by global financial regulators.
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.
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.
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Outdated systems don't just slow you down; they introduce unnecessary risk, including overproduction exposure.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.
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.
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.
- ISO/IEC 27001:2022 and 27018 certification
- SOC2 Type II
- IRAP Assessed at Protected
- FedRAMP Class C Certified
- Cloud Security Alliance’s (CSA) CAIQ
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.
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
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.
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



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