Weekly Security Tip - Be Smart: Use Reputable AI Tools

Headline: Not all AI tools protect your information the same way — choose platforms that respect your privacy.

Why it matters:

AI tools can be incredibly useful, but they often collect and retain the information you provide. Some platforms may use your inputs for training, store data longer than expected, or lack strong encryption safeguards.

For financial professionals, that creates real privacy and compliance risks. Client information, internal documents, and sensitive communications should never be exposed to unvetted systems. Being selective about the AI tools you use helps protect confidentiality and reduces regulatory exposure.

Smart AI use means asking the right questions before sharing any data.

Quick Tips

What You Should Do:

• Review the AI provider’s privacy policy to confirm whether your data is encrypted, used for training, or deletable.

• Use reputable, approved AI platforms with clear security and privacy commitments.

• Never upload client data, account details, or confidential documents into unverified tools.Use a reputable password manager to generate and store unique passwords for every account.

Call to Action: Before using a new AI tool this week, take two minutes to review how it handles your information. Keep your data on lockdown — and make technology work for you, not against you.