Industry Battlecards

Eight regulated industries. One playbook each: risk, compliance, conversation starters, discovery.

Advisors paste client portfolios, KYC docs, and meeting notes into ChatGPT to draft client communications.

Branch and ops staff use ChatGPT to summarize loan files, customer complaints, and AML alerts.

Underwriters and claims adjusters paste medical records, accident reports, and PHI into AI for faster decisions.

Clinicians and billing staff paste PHI into ChatGPT to draft notes, appeal denials, and summarize charts.

Associates and paralegals use ChatGPT to summarize contracts, draft motions, and research cases - including privileged matters.

R&D and medical affairs paste proprietary compound data, trial results, and patient narratives into AI tools.

Cleared and uncleared staff use ChatGPT on documents that may contain CUI or ITAR-controlled data.

Your clients are all asking about Shadow AI - and you don't have a productized answer yet.