There are tons of “you must do XYZ” lists about making AI work in your company. This article talks about some security and accountability must-dos:

  1. Decide which systems or data AI tools or agents are allowed to touch
  2. Clearly define accountability so that if AI does something wrong you know who is actually responsible for the outcome.
  3. Define a process for what AI can reconcile or decide before a data point or outcome becomes gospel

The list is super long and evolving all the time, but these are a useful starting point.

#WealthManagement #AIAdoption #RIA

https://www.oneusefulthing.org/p/the-overhang