The Organisation
~600
employees · 60% remote
Industry: Financial Services
Revenue: ~$280M ARR
Locations: Chicago (HQ), Dallas, Sydney, London, Singapore
Regulated by: APRA (CPS 234)
AI Tools in Use Today
M365 Copilot — 22 pilot licences (IT-approved)
GitHub Copilot Enterprise — engineering team (IT-approved)
ChatGPT (personal) — 31 employees (not approved)
Gemini, Perplexity — 16 employees (not approved)
Key AI Concerns
- No visibility into what employees submit to AI tools
- Client financial data potentially in personal AI sessions
- No audit trail for APRA CP 009-2026 compliance
- Board asking hard questions after phishing incident
- M365 Copilot summarised a board pack containing M&A discussions
Sponsors
David Kim (CTO) · Sarah Chen (CISO)