From the firm's own write-upReceipt no. 3077
What sucked
A financial services company in a major Canadian city had no AI training, no AI policy and no sanctioned tools, while staff were already using AI and the information going in was client and financial data.
Executives and team members carried different risks, so the company needed one standard covering both, with clear rules for client and financial information.
What they built
North Group ran a one-week AI training engagement for a Canadian financial services company: group sessions for executives on AI literacy and acceptable use, one-on-one coaching for staff on their daily tasks, and a single acceptable-use standard with rules for client and financial information.
What changed
1 week
To train executives and team members on one standard
1 standard
Governing all AI use, with role-specific rules for client data
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