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AI Deployment Checklist for Financial Institutions

Complete pre-deployment checklist for financial services AI implementations covering risk assessment, data security, vendor due diligence, and compliance sign-off requirements.

January 8, 2026
8 min
Checklist
Industry Insights

Risk Assessment

  • Complete AI/ML model risk assessment
  • Document use case and business justification
  • Identify potential bias and fairness concerns
  • Assess operational risk implications
  • Review concentration and third-party risk

Data Security Review

  • Map data flows and storage locations
  • Verify encryption at rest and in transit
  • Confirm data residency requirements
  • Review access controls and authentication
  • Document data retention policies

Vendor Due Diligence

  • Review SOC 2 Type II certification
  • Verify regulatory compliance certifications
  • Assess financial stability and business continuity
  • Review security incident history
  • Confirm contractual protections and SLAs

Compliance Sign-Off

  • Legal review of terms and data processing
  • Compliance approval for regulatory impact
  • Privacy impact assessment completion
  • Information security sign-off
  • Business owner acceptance

Go-Live Preparation

  • Complete user acceptance testing
  • Train end users and administrators
  • Establish monitoring and alerting
  • Document rollback procedures
  • Schedule post-implementation review

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