An AI implementation plan says where to start, what to keep out and where the AI should run. In a free 30-minute call, the Super Chain team works through it with your firm: the workflow to start with, the documents and systems involved, the rules that apply, and the next step.
We talk through four questions with the person who owns the problem:
The person who owns the problem. That is usually the COO, the CIO, the head of operations or the head of compliance.
Someone from IT is welcome too, especially if the question of where the AI runs is open.
Nothing is required. Come as you are.
A list of the tools staff use helps, including the AI tools people have started using on their own.
You leave the call with a plan in four parts:
The next step is the firm’s decision. It may start with a pilot contract on the first workflow, installed on its own servers or private cloud, or take the plan to its own team first. Super Chain does not host trials.
If Super Chain fits, it runs on the firm’s own servers or its private cloud, with the model the firm chooses. Access is set by folder, each answer cites the page it came from, and tools can be set to wait for a person’s approval before they run. How Super Chain works sets out the platform, and AI access control for financial firms sets out who sees what.
Yes. The call is free. Book it through the scheduler on this page.
This guide is for investment firms, wealth managers, family offices and brokers that want to know where AI fits in the firm, and where it does not.
It is not legal or regulatory advice. The firm’s compliance team and legal advisers decide what the rules require.
Super Chain is accountable for the platform and its configuration. The office remains accountable for which documents go in, who may see them, and the terms of the model provider it chooses.
Super Chain is built by Super Cat Technology. The same team built a fully on-premise retrieval system for a Big 4 firm, where every answer returns with its source paragraph.
Start with one workflow, not a strategy deck. List where staff already use AI, which documents and systems it would touch, and which rules apply. Then decide where it should run and who may see what. In a free 30-minute call, the Super Chain team works through these with you.
With one workflow the team repeats every week and can check, such as finding an answer across a vehicle’s documents. It should touch documents the firm already holds and have a clear owner. Client data, trading decisions and anything regulation restricts can wait, or stay out of AI altogether.
Four things: which workflow to start with, what to keep out of AI, which deployment and access rules fit, and the next step. Deployment means where it runs: the firm’s own servers or its private cloud, with the model the firm chooses. Access means who may see which documents.
It depends on where the firm operates and what it does. Firms in Hong Kong, the UK and the US each face rules on data protection, record-keeping and outsourcing. On the call we name the areas that apply in general terms. The firm’s compliance team and legal advisers decide.
Yes, it is free. It lasts 30 minutes and you book it through the scheduler on this page. The person who owns the problem should join: usually the COO, CIO, head of operations or head of compliance. Someone from IT is welcome too. Nothing needs preparing beforehand.
A 30-minute call with our team. We look at where your firm uses AI today, which documents and systems it would touch, and where it should run. You leave with a plan: what to start with, what to keep out, and which deployment fits. It is free.
Choose a time below. If you would rather see the platform first, book a private demonstration.