case study

AI policy monitoring and advising for an investment bank

CLIENT TYPE
A multinational investment bank

INDUSTRY
Financial Services

DURATION
12 months

Challenge

An investment bank sought to stay ahead of the rapidly evolving AI policy and regulatory landscape across key global markets, including the U.S., EU, China, and emerging markets. The bank needed to engage stakeholders effectively and develop a strategy that would inform its corporate AI policy while addressing the complex regulatory challenges and risks emerging around AI technologies, particularly those impacting the financial sector.

Approach
  • Supported the client in developing a corporate AI policy, drawing on regulatory trends, public sentiment, and emerging risks.
  • Provided in-depth analysis of AI trends and authored weekly deep dives and whitepapers on the global AI landscape, with a focus on implications for the financial sector, to inform executive decision-making.
  • Facilitated discussions among international experts on critical AI-related issues, including deepfakes, AI-driven mis/disinformation, and cybersecurity concerns.
  • Worked closely with the client to strategically prioritize engagement with multilateral bodies and industry forums, ensuring the bank was aligned with key stakeholders and involved in policy discussions.
Impact

Our strategic partnership enabled the bank to navigate the increasingly complex, opaque, and evolving AI landscape with greater confidence. With insights from our networks of experts and advisors across the U.S., EU, and other global markets, the bank was well-positioned to address industry- and market-specific AI challenges. This proactive approach helped the bank stay ahead of regulatory changes and emerging risks, positioning it as a forward-thinking leader in AI policy within the financial sector. Our guidance allowed the client to mitigate regulatory uncertainties, identify opportunities for industry influence, and better align its business practices with global AI regulations, supporting both its long-term strategic goals and its ongoing market leadership.

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