Tag: financial-services

More than 38% of financial firms have no formal AI evaluation process per the Investment Adviser Association. Mid-size firms need AI capabilities but lack compliance budgets. Here is how to use Claude safely within real regulatory constraints, building audit trails and data policies without expensive tools.

Process AI delivers more consistent value than predictive AI in financial services. While JPMorgan Chase and Citigroup pour resources into fraud detection, the real wins come from document processing and compliance automation that cut false positives by 60% and deliver immediate ROI.