AI Playbook
Internal reference
Everything the team needs to know to use AI with judgement. This is not a tool manual. It's a guide for thinking better with them.
Open Workshop DeckThis is a living reference document. It's not meant to be read from start to finish — consult it when you need it.
The first eight sections cover the common foundations for the entire team. The use cases by role section is completed as we progress through each area's focus groups.
AI does not replace professional judgement. It amplifies it when you know how to use it — and degrades it when you don't.
In financial services, that distinction is not philosophical. It's operational.
What you'll find here
What AI is, how it works, and why understanding it matters — without jargon.
->Hallucinations, bias, and over-reliance. Framed in the context of asset management.
->How to structure instructions that produce consistent, verifiable results.
->Google Workspace, ChatGPT and Claude. When to use each one and why.
->