Insights
Data and AI, explained for decision-makers
Practical, vendor-neutral answers to the questions chief information officers, chief data officers, chief operating officers and compliance heads ask most, on governance, regulation, cost and getting value from data and AI.
Ten articles
Start with the questions that shape decisions
Each article opens with a direct answer, then covers the detail, with a figure and a checklist where they help. They are general information; confirm regulatory points with the regulator and counsel. Where an article describes a Canadian regime, comparable expectations exist in other jurisdictions.
AI readiness
AI readiness assessment: a checklist for any industry
Six areas to check, a simple scoring table and what to do with the gaps before you pilot.
Read articleData strategy
Data strategy for mid-size enterprises: where to start
Five elements of a practical strategy, a four-step sequence and the mistakes to avoid.
Read articleAI governance
AI governance for regulated industries: a practical framework
Four pillars, risk tiers and a control checklist for building oversight into delivery.
Read articlePlatform strategy
Build vs. buy: should you build your own AI data platform?
A layer-by-layer way to decide what to buy, what to build and how to limit lock-in.
Read articleCloud and data platforms
Cloud data platform migration: a practical roadmap
Five stages from assessment to optimization, with a checklist and the common risks.
Read articleCompliance and cost
How much does AI KYC automation cost, and what is the ROI?
The cost drivers of automated customer verification and a method for building a business case.
Read articleTrading
What is transaction cost analysis (TCA), and how does AI improve it?
What TCA measures, how pre- and post-trade analysis connect, and where AI adds value.
Read articleWealth management
How to reduce advisor time with AI without breaking compliance
Which advisor tasks suit AI support and the controls that keep records and supervision sound.
Read articleRegulation | Canada
What is CIRO compliance, and how can AI help wealth firms meet it?
A Canadian regime: what CIRO oversees and where AI can support compliance while people stay accountable.
Read articleRegulation | Canada
OSFI and AI model risk in Canada: what financial firms should know
A Canadian regime: the themes of model risk management and practical steps for AI and machine learning.
Read articleLet's talk about your data and AI priorities
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