If Done Right
The AI Governance Framework for Regulated Financial Services
By Brandon Veldman, CFA and Stefan Whitwell, CFA
Artificial intelligence arrived in financial services faster than the rules meant to govern it. Advisers, compliance officers, and regulators are all standing in the same storm, holding tools that were built for a slower world.
If Done Right is a practical framework for that moment. Written by two CFA charterholders and co-founders of Team Chaos, it translates the hard problem of AI governance into twelve clear, defensible principles, the IDR Principles, that a regulated firm can actually implement.
It is a book for the adviser trying to take care of clients and the builder trying to figure out what the new tools will responsibly allow. The argument is simple: AI in regulated finance is not reckless or forbidden. It is powerful, if done right.
What's inside
- The twelve IDR Principles for documented, defensible AI use
- Why a documented chain of origin matters before the "show me" moment
- Separating the screening function from the approval function
- Building review cycles so the framework itself can evolve
Get notified when it launches
Leave your email and we will let you know the moment If Done Right is ready, with no spam in between.