Fintech and Trading AI Primer

Fintech / trading · Module 2

How institutional decision desks evaluate AI tools

For CIOs and asset-management leaders comparing AI claims against governed decision obligations.

Institutional AI evaluation starts with accountability: what decision loop changes, who reviews output, what evidence is retained, and what happens when the system is wrong.

A credible tool can explain inputs, permissions, retention, lineage, exception handling, and how a reviewer reconstructs the path from context to suggested action.

The demo matters less than whether the workflow can survive governance, review, and ordinary messy market context.

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Draft for review: The questions a decision-desk leader actually needs to ask before AI touches a review loop.

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Scaffold source: docs/runbooks/phase-3-fintech-industrial.md#e030