Focusing on investing in IT can provide a better outcome in the long run, as it helps in avoiding issues and maintaining high performance. So it is always recommended to opt for quality service rather than compromising on the budget.
We aim to help our clients soar to new
heights, by setting our sights on the mission
— total client reassurance. Then create a
flight plan, lock in our course, and take-off.
We’ve got your six!
AI is transforming financial services—but without the right safeguards, it can expose firms to compliance violations, data leaks, and inaccurate outputs that damage client trust. These five safe AI practices help financial services firms modernize without putting their business at risk.
Your team is already using AI, whether you’ve approved it or not.
Create written guidelines that define:
A policy isn’t optional anymore—it’s protection.
Before turning on tools like Microsoft Copilot, verify:
Where your data lives
Who can access it
How clean and organized it is
Whether identity and security controls are in place
An AI Readiness Assessment ensures you don’t accidentally expose sensitive information to staff or AI systems.
AI is only as safe as the data behind it.
Financial firms need:
Even the best technology fails when employees misuse it.
Provide role-specific training on:
Safe prompting
Avoiding sensitive client details
Reviewing AI outputs for accuracy
Understanding AI limitations
Educated users are your first line of defense.
Financial firms must supervise AI the same way they supervise communications and trading activity.
That means:
Sixwatch helps financial services firms safely adopt AI with:
Make sure your firm is using AI safely, securely, and confidently, Schedule your complimentary Assessment.
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