OpenAI won't let some customers export their chats, but this tool will - The Register
Action Required: Advisors should review their firm's data retention policies before using third-party tools to extract data from AI platforms to ensure compliance with SEC record-keeping rules (e.g., Rule 17a-4).
A third-party tool has emerged that allows users to export chat histories from OpenAI, addressing a limitation in OpenAI's native export functionality. For financial advisors, this highlights the importance of data portability and record-keeping when utilizing generative AI tools in a professional capacity.
Read full article at google-llm-enterpriseWant the full daily Briefing?
30 stories like this every day, with Action Required call-outs and direct lines to ask Aria — finsay's AI compliance assistant.
Try free for 14 daysRelated stories
- Altruist Launches AI-Powered Financial Planning Agent to Automate Wealth Management Workflows - FF News
Altruist has introduced an AI-powered financial planning agent designed to automate key wealth management workflows. This tool aims to strea…
- WealthStack Roundup: Envestnet to Pour $35M Into Tamarac Platform
This roundup highlights significant activity in the advisor tech space, including Envestnet's $35M investment in Tamarac and Smarsh's report…
- SoftPak Financial Systems Highlights AI and Automation in Portfolio Management - Global Banking & Finance Review
SoftPak Financial Systems is promoting its AI and automation capabilities specifically for portfolio management workflows. This highlights a…