How to Use AI With Your Privacy Intact
Action Required: Review firm-wide AI usage policies and ensure client data is not being uploaded to public, non-enterprise AI models.
This article highlights the significant privacy risks associated with inputting sensitive client data into AI chatbots, which often retain and use conversations for model training. For financial advisors, this underscores the critical need for strict data governance and the use of enterprise-grade, privacy-compliant AI tools rather than consumer-facing chatbots.
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