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AI Governance for Alternative Investment

AI Governance for Financial Services Firms

Put practical guardrails around Copilot, GenAI, vendor AI, and internal use before risk compounds. Coretelligent helps financial firms reduce data exposure, define accountability, and build AI governance that stands up to auditors, regulators, clients, and the board.

  • Know where AI is being used and what data it touches

  • Reduce shadow AI, vendor AI, and data leakage risk

  • Define policies, controls, owners, and evidence

 

Request an AI Governance Review
Share a few details about your firm. An AI governance specialist will review your current AI usage, risks, and governance gaps, then recommend practical next steps.
Please use a business email address.

No pressure. No pitch. Just a clear conversation about controls, accountability, and financial-services risk.

What’s Included in Our
AI Governance Services for Financial Firms

AI governance is not just a policy document. Financial firms need visibility into AI usage, clarity around what data AI can touch, and controls that hold up under scrutiny. Coretelligent helps leadership teams move from informal AI adoption to a governed operating model.
  • AI Usage Discovery
Identify where Copilot, GenAI, and vendor AI already exist across the business.
  • Policy & Guardrail Design
Define acceptable use, approval requirements, role-based rules, and usage boundaries.
  • Data Protection for AI
Reduce the risk of sensitive client, firm, and portfolio data entering unauthorized tools or prompts.
  • Vendor AI Risk Review
Assess how vendors use AI, what data they access, and where contractual or oversight gaps exist.
  • Ownership & Oversight
Define who owns AI decisions, monitoring, exceptions, and escalation across leadership, IT, compliance, and business teams.
  • Evidence & Readiness
Build the documentation, workflows, and operating cadence needed to answer auditors, regulators, clients, and boards with confidence.

Need a Starting Point?

Download the AI Governance Checklist for CFOs to see the decisions, controls, and vendor questions financial firms should have in place now.

Download the Checklist
Download the Assessment

Govern AI Before It Governs You
Coretelligent helps regulated firms bring AI usage, data handling, and accountability under control without slowing innovation.
 

Why Financial Firms Choose Coretelligent for AI Governance

Financial firms do not need abstract AI theory. They need practical governance that matches regulatory pressure, client expectations, and real operating risk.
Built for Regulated Firms
Align AI usage with the realities of client data, vendor oversight, audit readiness, and executive accountability.
Governance and Security
Reduce AI risk with guardrails that connect policy, data protection, vendor review, and ongoing monitoring.
Executive-Level Leadership
Give CFOs, COOs, compliance leaders, and IT leadership a framework for decisions, ownership, and oversight.
Practical, Prioritized Execution
Focus first on the AI usage, data exposure, and vendor risks most likely to create real business consequences.

What Our Customers Say

“Coretelligent plays a valuable role in our ability to execute and meet the needs of our employees and partners.”

“Their ability to move quickly, adapt to changes, and provide top-tier service is impressive.”

“Coretelligent’s engineers are knowledgeable, responsive, and feel like part of our team.”

Get a Practical AI Governance Plan for Your Firm

If your firm is already using AI, the question is not whether governance matters. It is whether you can clearly explain where AI is used, what data it touches, who owns the risk, and how you prove oversight. Coretelligent helps financial firms answer those questions with practical controls and clear next steps.
Talk to an AI Governance Expert