Weekly Security Tip - Don’t Let AI Feast on Your Data

Headline: AI tools are powerful—but they can collect and retain more data than you realize.

Why it matters:

AI platforms often store the information you provide to improve their systems. If sensitive client, financial, or internal data is shared, it may be retained, reused, or accessed in ways you did not intend. Once data is uploaded, you may lose control over where it goes and who can see it.

For financial firms, this creates real compliance and confidentiality risks. Regulations and privacy expectations require firms to limit data exposure and control how information is stored, processed, and deleted. Using AI carelessly can unintentionally expose confidential details.

Being “AI smart” means using these tools thoughtfully—sharing only what is necessary and choosing providers that respect privacy and data rights.

Quick Tips

What You Should Do:

• Share only what’s required. Never upload client data, account details, or internal documents to AI tools.

• Review privacy settings and policies. Choose AI services that allow data deletion and limit retention.

• Use approved tools only. Stick to platforms vetted by your firm’s security and compliance teams.

Call to Action:

• Review one AI tool you or your team uses and confirm what data it collects, how long it’s stored, and how to delete it. A quick check today helps protect your clients tomorrow.or internal documents to AI tools.