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Aegis Firma for Fintech

AI Compliance for Fintech Companies

Comply with EU AI Act, FCA AI guidance, CFPB, and GDPR without a dedicated compliance team.

Fintech companies use AI in credit scoring, fraud detection, customer onboarding, trading algorithms, and robo-advisory. These use cases are among the most heavily regulated under the EU AI Act (Annex III), FCA AI guidance, CFPB anti-discrimination rules, and Equal Credit Opportunity Act (ECOA). Aegis Firma helps fintech teams manage their AI compliance obligations from $79/month.

AI Compliance Challenges for Fintech

Credit AI models face ECOA adverse action notice requirements — must be explainable
EU AI Act Annex III high-risk classification for credit scoring requires technical documentation
GDPR Article 22 right to human review for automated financial decisions
FCA model risk management expectations apply to ML models in regulated activities
Third-party AI tools (Stripe Radar, Plaid, Open Banking APIs) create vendor risk

Regulations That Apply to Fintech

EU AI Act — High Risk Credit & Insurance

AI systems used for creditworthiness evaluation (Annex III §5(b)) or life/health insurance risk assessment and pricing (Annex III §5(c)) are classified high-risk under the EU AI Act. Investment-decision AI and general fraud-risk scoring are not covered by Annex III point 5 itself. Providers must document AI models, conduct bias assessments, and ensure human oversight.

CFPB / ECOA

AI-driven credit decisions must be explainable under ECOA adverse action notice requirements. The CFPB has issued guidance on algorithmic credit scoring fairness.

GDPR Article 22

Automated credit decisions and financial profiling under GDPR require Article 22 compliance — opt-out rights, meaningful information about AI logic, and human review options.

FCA AI Guidance (UK)

FCA expects regulated firms using AI to manage model risk, explain decisions, and maintain governance documentation. Senior Managers and Certification Regime (SMCR) applies to AI accountability.

How Aegis Firma Helps Fintech

Classify your AI tools under EU AI Act risk tiers — high-risk vs limited-risk
Generate technical documentation for EU AI Act Annex III high-risk credit/fraud AI
Produce GDPR Article 22 notices and opt-out workflows for automated financial decisions
Assess AI vendor risk for your fintech stack (Stripe, Plaid, third-party models)
Track FCA AI guidance and CFPB rulemaking deadlines
Document bias assessments for NYC Local Law 144 and Colorado AI Act hiring/credit use cases

Common Use Cases

EU AI Act compliance for credit scoring AI: technical documentation + human oversight
GDPR Article 22: generate automated decision notices for loan/credit customers
ECOA adverse action: document explainability for AI-driven credit rejections
FCA model risk: maintain model governance documentation for regulated AI systems
Bias testing: assess demographic fairness in your credit or fraud detection model

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Frequently Asked Questions

Is our credit scoring model high-risk under EU AI Act?

If your AI system evaluates creditworthiness (Annex III §5(b)) or determines life/health insurance premiums (Annex III §5(c)) affecting EU consumers, it is almost certainly high-risk under the EU AI Act. Investment-decision AI isn't covered by Annex III point 5 specifically — check whether MiFID II conduct rules or a different high-risk category applies instead. High-risk obligations include: technical documentation, post-market monitoring, human oversight procedures, and registration in the EU database.

What is the CFPB's position on AI-driven credit decisions?

The CFPB requires adverse action notices that explain AI credit decision factors in a manner the applicant can understand. Vague "algorithm-based" explanations are not sufficient. The CFPB has also issued guidance indicating that ECOA applies to AI models regardless of whether disparate impact was intentional.

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