Financial services

Live chat that keeps client conversations in-house

Financial firms, advisors, and fintech teams handle sensitive questions where data location and access control matter. ZChat is self-hosted, so client conversations live in your own database on infrastructure you govern, with an audit log of privileged actions and export and erasure tools built in.

Download Free Evaluation Review Security

ZChat is self-hosted software that helps you keep chat data under your control. Meeting specific regulatory obligations depends on how you configure, host, and operate your overall environment; ZChat does not by itself make a deployment compliant with any particular standard.

Data sovereignty

Run it in your own region on your own SQL Server, so client conversations never leave the environment you govern.

Audit trail

An audit log records privileged actions, and export and erasure tools help you respond to data requests.

On-premise AI

Run the AI chatbot on a local Ollama model so routine questions are answered without sending anything to an outside AI service.

Access control

Departments and agent roles limit who can see which conversations, and everything stays inside your own systems.

Why financial teams self-host chat

Sensitive by nature. Conversations that touch accounts, holdings, or personal finances should sit inside the boundary your firm already secures and audits, not in a third-party cloud.

Control the whole chain. Because the server, database, and AI model can all run on your own infrastructure, you decide where data lives, how long it is kept, and who can reach it.

Predictable cost. A one-time license means you can offer chat across advisory, support, and onboarding teams without a per-seat bill that climbs as you grow.

Data privacy features

Own the data

Keep client chats inside your walls

Install the server on your own infrastructure, keep every conversation in your own database, and run the AI on a local model. Try the whole setup free on localhost before it touches a live site.

Try It Free on Localhost Why self-hosted

Owned customer support software

Deploy live chat on your own terms, not on someone else's pricing model.

ZChat gives you the installable server, web dashboard, website widget, and desktop agent tools in one self-hosted product you buy once and keep. Run it on infrastructure you trust and connect AI only if and how you want it.

Download ZChat See Product Demo

Deployment

Install on Windows or Linux, behind IIS or Nginx, in a VM, or in Docker if that fits your stack.

Commercial model

One-time purchase, perpetual license, and no monthly per-agent bill attached to growth.

AI Flexibility

Use Ollama locally or connect OpenAI and Anthropic with your own provider accounts.