Governing AI and human actions across the tools your teams already use
- Claude
- ChatGPT
- Slack
- Microsoft Teams
- Microsoft 365
- Gmail
- GitHub
- GitLab
What it does
- Regulatory Response — Continuous, cited evidence for ERISA, IORP II, APRA and local pension regulation.
- Evidence — Reconstruct any AI-driven investment or actuarial decision, in a form trustees can actually review.
- One rule set — Trustee decisions and oversight thresholds live in one place, and every run keeps them current.
What gets in the way
Fiduciary duty compliance
Automated investment decisions — from quantitative models to AI agents — must demonstrably serve member interests. Regulators and trustees need proof that all tools meet the prudent person standard.
Trustee liability for automated decisions
When technology influences asset allocation or benefit calculations, trustees bear personal liability. They need governance evidence they can understand and defend.
Member communication transparency
System-generated projections, benefit estimates, and retirement advice must be explainable. Members and regulators demand clarity on how figures are derived.
Actuarial AI oversight
Models for liability estimation and funding ratios — from legacy actuarial tools to AI — require continuous validation. Traditional review cycles can't keep pace.
Start with one service.
A 30-minute scoping session with your risk owner and your IT contact.