AI Use Policy Template

Download: AI Use Policy Template for Financial Institutions

Establish Clear Guidelines for AI Tools at Your Bank or Credit Union
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Financial institutions adopting Microsoft Copilot, ChatGPT, and other AI assistants need clear boundaries to protect sensitive data while enabling productivity. Our comprehensive AI Use Policy templates give you immediately implementable frameworks designed for employee handbooks and company documentation.

Fill out the form and we'll send you two templates:

  • Employee Handbook Addendum for AI Assistant Usage at Banks & Credit Unions
  • Corporate AI Governance Policy for Banks and Credit Unions

These policies are based on guidance from FFIEC regulators, the NIST AI Risk Management Framework, and ISO/IEC 27001:2022.

Fill out the form and we'll email you the template

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