Weekly Security Tip - Be Mindful of the Data You Share

Headline: Before you type it into AI, ask yourself: would I share this with a stranger?

Why it matters:

AI tools are powerful and convenient — but they are not vaults for your sensitive information.

Entering personal data like Social Security numbers, banking details, client financials, passwords, or confidential business information into AI platforms can expose you to unnecessary risk. Depending on the platform’s privacy policies, your inputs may be logged, stored, or used for system improvement.

For financial professionals, sharing regulated data — even accidentally — can create compliance issues under Reg S-P and state privacy laws.

If you wouldn’t say it out loud to a stranger on a bus, don’t type it into an AI prompt.

Quick Tips

What You Should Do:

• Use reputable AI platforms with clear privacy policies

• Review whether data is stored, encrypted, or used for training

• Remove identifying details before pasting text

• Use placeholders when drafting (e.g., “Client Name” instead of actual name)

• Establish an internal AI usage policy for your firm

Call to Action: AI is a powerful assistant — but it shouldn’t know your secrets.