Sector event
CSP / Fiduciary AI Workflow Breakfast
A practical breakfast session for Isle of Man CSPs and fiduciaries that need to move from AI curiosity into one safe, measurable workflow candidate.
Session promise
From AI awareness to one governed KYC workflow.
The session is designed to produce a useful next conversation, not a broad AI lecture. Attendees leave with one workflow candidate, a governance lens and a clear decision on whether a fit check is worthwhile.
KYC refresh
Beneficial ownership review
Client correspondence drafting
Outputs
What the room should produce.
- One workflow candidate named by each attendee.
- Initial data-boundary and human-review notes.
- A shortlist of fit-check conversations for firms ready to test a workflow.
Agenda
A tight session built for follow-up.
- 1AI in regulated document work: what is useful and what should stay controlled.
- 2KYC and evidence-pack workflow examples.
- 3Data boundaries, human review and auditability.
- 4Fit-check exercise: choose one workflow worth testing.
Suggested format
60 to 75 minutes works well for breakfast sessions, clinics or partner-hosted briefings. Follow-up should happen within two working days while the named workflow is still fresh.
Next step
Want to run the CSP / Fiduciary Breakfast?
We can shape the invite, lead-capture questions, workflow examples and fit-check follow-up around the audience you want to reach.