Govern the AI your firm already runs on. AI is already in your firm, in note-takers, copilots and research tools. SurgeONE brings that use into one AI governance system you can monitor, document and defend the moment a regulator asks. Powered by Avery AI.
SurgeONE detects AI workloads on every endpoint — copilots, chatbots, transcribers — and evaluates each against your AI policy in real time. Governed use passes. Risky use is flagged or blocked, with a full audit trail either way.
Buy any module on its own or run the whole pillar. Every AI answer, alert and decision lands in the same audit trail.
Ask compliance questions and get answers grounded in your firm's own policies, never generic guidance. Every response traces to a source, and ambiguous questions route automatically to the right reviewer.
Who it's for: Advisors and staff who need fast, defensible compliance answers.
See how AI is being used across the firm, evaluate each use against policy and build the documentation that proves supervision actually happened: the operational AI governance model regulators now expect.
Who it's for: Firms that have written AI policies but haven't operationalized supervision.
Every alert, recommendation, and risk score traces back to logic and policy. When an examiner asks why, the answer is already there — explainable, time-stamped, and exam-ready.
Who it's for: CCOs who need to defend AI-assisted decisions to regulators.
Walk through the modules that fit — no bundle required.
The regulatory record for financial services. One platform unifying compliance, cybersecurity, data, and AI governance for regulated financial firms.
![SurgeONE SOC 2 [Type II] report, AICPA](https://cdn.prod.website-files.com/67f63b13deda8292f01f2b7a/680b67fb8c5b79c60a4f7d6d_SOC_CPA_Blue-txt.webp)
