Success Story: Scaling Claude Enterprise with Governed Access at an Asset Management Firm

Overview

A registered investment adviser and multi-strategy asset manager focused on U.S. equities wanted to bring Claude to the firm at scale. In a regulated environment, adopting an AI tool firm-wide is as much an access decision as a licensing one. It raises the questions examiners and institutional clients ask: who can reach what, how is identity controlled, and can the firm demonstrate it.

The firm partnered with Davis Powers to deploy Claude Enterprise with the identity and access foundation an SEC regulated business needs. We stood up a Claude Enterprise organization, configured single sign-on, deployed the environment to a defined set of users, and established the access controls that support the firm’s ongoing compliance and access review process. The firm now runs AI across the business on infrastructure built to the standard its regulators and clients expect.

The Opportunity: Adopting AI the Right Way

The firm saw real value in Claude and wanted to bring it to more of its people from the start, built the right way. Rolling out AI across a regulated firm means thinking through identity and access before wider use, not after. Ahead of deployment, the firm and Davis Powers identified the foundation firm-wide AI use would need:

• An enterprise identity model built for use across the business.
• Single sign-on tying AI access to the firm’s managed identities.
• A defined, scoped user model determining who should have access to what, and at which level
• Documented controls the firm could reference as part of its ongoing compliance and access review process.

 

Rather than adopting AI first and working out governance later, the firm chose to build the identity and access foundation as part of the deployment itself. The firm turned to Davis Powers to design and execute that foundation from the outset.

The Solution: An Enterprise Deployment Built for Governed Access

Our team designed and executed the deployment so that identity and access were built deliberately, from day one.

Claude Enterprise and Single Sign-On

• Stood up a Claude Enterprise organization for the firm.
• Configured single sign-on for the Enterprise tenant, so AI access is tied to the firm’s managed identities.
• Centralized administration of the environment under the firm’s identity provider.

Scoped, Deliberate Access

• Deployed the Enterprise environment to a defined set of users.
• Granted access by design rather than by default, so people have what their role requires and no more.
• Established the access controls the firm’s compliance function can reference as AI use grows.

A Foundation That Scales

• Built the deployment so additional users can be added within the same governed model.
• Aligned the AI environment with the firm’s existing security and identity standards.

The Results: AI Across the Firm, Governed to the Standard That Matters

Following the deployment, the firm brought Claude Enterprise online with the governance a regulated business requires:

• Enterprise-Grade Identity: AI access is tied to single sign-on and the firm’s managed identities.
• Deliberate Access: A defined user set with scoped access, built by design from the start.
• Governance Built In: Access controls are documented as part of the firm’s standard practice.
• Room to Grow: The environment scales to more users within the same governed model.
• Confidence to Adopt: The firm can expand AI use knowing identity and access are controlled.

 

The firm built the access foundation firm-wide AI use required as part of its Claude Enterprise deployment, positioning it to expand with confidence.

Conclusion: Scaling AI the Right Way in Financial Services

Scaling AI across a financial services firm is as much an access decision as a licensing decision. This engagement shows what governed adoption looks like: an enterprise environment, single sign-on, and scoped access built to support the firm’s standards as AI use grows. For asset management and financial services firms ready to move AI from a core group of users to the wider business, Davis Powers builds the identity and access foundation that makes it possible.

About Davis Powers, Inc.

Davis Powers, Inc. is a Chicago-based managed service provider delivering managed IT, cloud, cybersecurity, and networking solutions. As a Microsoft Solutions Partner with specializations in Data & AI, Modern Work, and Azure Infrastructure, we bring deep expertise to AI governance, identity, and access management. With more than 24 years of executing complex IT solutions for financial services firms, commercial real estate operators, and multi-location retailers, Davis Powers builds the accountability layer that lets clients adopt technology with confidence.