Security & trust
How Rima protects your clients’ financial data.
Client financial records deserve careful handling. This page states what we can confirm publicly and where to ask for details your firm needs.
Model training
Rima does not use your clients’ data to train AI models. File retention within Rima and processing by service providers are separate matters, governed by our terms, privacy policy, and applicable provider agreements.
Review and access
Your firm’s team should review the work Rima prepares before relying on it for a case. If your firm has specific access-control or security requirements, speak with us about your workflow.
Data retention
Rima’s retention of client files is governed by our terms and privacy policy. These describe how information is retained and when deletion procedures apply.
Read our terms and privacy policy.
Details for your security review
This public overview does not specify encryption settings, exact retention periods, deletion timelines, or a full list of service providers. Ask our team for the current details and applicable agreements before making a purchasing decision.
Independent assessment
Rima is CASA (Cloud Application Security Assessment) certified. SOC 2 is in observation; we do not claim a completed SOC 2 report or certification.
Reporting a concern
If you believe you’ve found a security issue, contact us at security@getrima.ai.
Questions our overview doesn’t answer? Ask them on a demo →