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For agencies

A governed AI setup you can show clients

One setup for AI on client data: each client kept apart, every answer traced to its source, ready for the next client question or RFP.

Book a demoSee the use cases

A client's RFP asks how we use AI on their data. What's our answer?

Answered with Adverity Atlas

Each client's data is kept in its own space and read where it lives. Every answer shows the query and sources behind it, and access is set by role. A one-page summary for the RFP is ready, with our security certifications.

  • Client data kept apart
  • Answers traced
  • Access by role
  • RFP summary ready

The goal

Show every client a setup they can trust

Account teams use AI on client data with confidence, and clients get clear answers about how it works.

What you can do

AI your account teams use, on terms clients accept

  • A space for each client

    Data, definitions and knowledge held separately for every client.

  • Answers that show their work

    The query and sources behind each answer, ready to check.

  • Access set by role

    Each person works with the clients and rows their role allows.

  • Ready for the RFP

    A clear account of your setup, with the certifications behind it.

Use cases

What your team can do

The questions clients and account teams ask about AI on client data.

  1. 01

    What can we tell the client about how we use AI?

    A plain-language summary of your setup

  2. 02

    Show me the query behind this answer

    Every answer traced to its source

  3. 03

    Which clients can this planner work on?

    Access by role, per client

  4. 04

    Answer this RFP’s data security section

    Answers drawn from your setup and certifications

  5. 05

    Connect our own tools

    Access through the API and MCP

  6. 06

    Who asked what, on which client’s data?

    Every question and change on record

How it works

How the setup works

  • Step 1

    Connect each client separately

    Each client’s data connected with Adverity Connect or read from their warehouse, in its own space.

  • Step 2

    Set who works on what

    Roles decide which clients and rows each person can use in Adverity Atlas.

  • Step 3

    Ask anywhere, traced

    Account teams ask in plain English, and every answer carries its sources.

Results

Teams putting AI to work on governed data

Elcano25%lower infrastructure costs

AI agents activated at scale through the Adverity Connect MCP server.

Brand · Read the storyRainFastertime to insight for clients

Conversational AI answers client questions beyond static dashboards.

Agency · Read the storyDassault Systèmes350%boost in efficiency

Better quality, more accurate data, and stronger customer data protection.

Brand · Read the story

Certified for the reviews your clients run

  • SOC 2 type 2
  • ISO/IEC 27001
  • GDPR and UK GDPR
  • California Consumer Privacy Act (CCPA)
  • Digital Operational Resilience Act (DORA)
  • EU E-Privacy Directive
See how we protect your data
Dassault Systèmes

We are now getting significantly better data, significantly faster—a true game-changer for us. But most importantly, we now have much better customer data protection, this is priceless!

Lucas RiedbergerMedia Director, Marketing, Dassault Systèmes

FAQ

Questions, answered

Book a demo
How do we answer a client’s questions about AI?

With a short account of the setup: data kept apart, answers traced, access by role, and the certifications behind it.

Can we start with one client?

Yes. Start with one client or one team, and add more once it works for them.

Can developers build on it?

Yes. The API and MCP give your own tools access under the same rules and records.

Answer every client’s AI question

Set up one client and see the governed setup on their data.

Book a demo