Is your AI a security Risk?
AI is creating significant opportunities for efficiency and scale, but its successful adoption in advice practices must begin with security, governance, and responsible data management. Michael Stevanovski, Advice Solutions Lead along with co-host Kate Cruickshank, Senior Customer Success Manager in this advicetech webinar, share how advice businesses can confidently embrace AI by establishing the right foundations first, starting with understanding how data is being used, what security controls are in place, and how governance frameworks support compliance and client trust.