Your firm has two options with AI: avoid it, or open the floodgates. There is a third.

Most financial firms feel stuck between banning AI and falling behind, or allowing it and hoping nothing sensitive leaks. Both come from the same blind spot: once AI is connected to Microsoft 365, it can see whatever the signed-in person can see, and in most firms that is far more than it should. This assessment scores where you actually stand across three stages, Exposed, Contained, and Governed, and shows you the specific gaps before an auditor or a client finds them for you. It is built by a team that does this configuration work for financial firms, not a generic checklist.