Finance Industry articles

"Our people know not to click." I've heard that sentence in a lot of boardrooms, and I've never once thought it was a stupid thing to say. It's usually true. The partner saying it has paid for the training, run the simulated phishing tests, and watched the click rate come down year on year. He is describing a real achievement. The problem is that it answers a question nobody is asking anymore. Because in a ...

Let's be honest. We all feel the pressure to "do something" with AI right now. The noise in the market is absolutely deafening. Last week, I was catching up with a client—a managing partner at a wealth management firm. He looked anxious. He told me his board was pushing him to integrate AI into their workflows to "stay competitive" and speed up their client reporting. I asked him a simple question: "If ASIC knocked on ...