Banking and Finance · Industry Guide

AI Risk for Banking and Financial Services

Banks have always been audited. AI changes what auditors will be auditing. The Posture Check is the calibration; the paid audit is the evidence.

Regulatory drivers

  • OSFI B-13 (Canada)
  • OCC Bulletin 2021-39 (US)
  • FFIEC Information Technology Handbook
  • EU AI Act high-risk classifications for credit scoring
  • Model Risk Management (SR 11-7 in US, OSFI E-23 in Canada)

Top AI risks for banking and finance

  • Customer-facing chatbots leaking PII or making advice-like statements
  • Internal copilots (Copilot, Gemini) surfacing privileged data through permissions inheritance
  • Trading-related AI raising market-conduct questions
  • Vendor concentration if multiple lines of business depend on a single AI vendor
  • Hallucinated content in customer-facing channels creating reputational and legal risk

Common engagement use cases

  • Pre-rollout AI Posture Check before deploying Copilot or ChatGPT Enterprise across the enterprise
  • Vendor due-diligence on AI providers as part of OSFI B-13 third-party-risk-management evidence
  • Adversarial testing of customer-facing chatbots before public launch
  • Board-level AI governance maturity briefings

Engagement shape

Free Posture Check for the org-level view. Paid Standard Audit for specific deployments. Enterprise Program for portfolio-scale AI security.

Calibrate your banking and finance AI security posture.

The free 30-question Posture Check produces a score, per-dimension breakdown, and prioritized recommendations in 10 minutes.

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