AI and Financial Data: What Should Never Leave Your Own Systems

Every day, financial professionals are handed AI tools that promise speed, insight, and efficiency. But the same models that can draft a risk memo or summarise a portfolio report can also—if fed the wrong raw data—expose client positions, trading strategies, or personally identifiable information to servers beyond your control. This book is a practitioner’s guide to drawing that hard boundary: knowing exactly which financial datasets, by regulation and by duty, must never touch an external ...