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Financial Services

Financial Services

Financial firms face the AI governance problem on three fronts at once: customer data protection, regulatory reporting (SOX, FINRA), and the audit trail on any AI-influenced recommendation.

Which layers matter most here

  1. Observability — What did the AI do?
  2. Guardrails — What should the AI never do?
  3. Workflows — How should the AI do recurring work?
  4. Domain Knowledge — What does the AI need to know?

A realistic governance gap

What an engagement looks like here

Financial services engagements typically lead with observability and workflow formalization. Managed operations handle the ongoing regulatory adjustments.

See how engagement works