“Move fast and break things” is a legendary mantra in Silicon Valley, but some organisations can’t afford to make mistakes. In banking and financial services, even one small error can have dramatic consequences.
Like many industries, you’re dealing with clients’ personal information. In January 2024, the lending firm LoanDepot suffered a cybersecurity incident in which hackers stole personal information from 17 million customers; that incident eventually led LoanDepot to pay more than $25 million to settle a class action lawsuit.
Beyond personal information, you’re responsible for your clients’ financial well-being, and mistakes can lead to an immediate lack of trust and problems with customer retention. Additionally, every step you take is watched closely by regulatory bodies like FINRA and the Securities and Exchange Commission (SEC).
But you also can’t afford to sit still. Artificial intelligence (AI) is offering new opportunities to improve your offerings and enhance digital experiences for your customers. A March 2025 survey from McKinsey found that 78% of global businesses are using AI in at least one business function — if you’re part of the 22% that aren’t using AI, you’re going to fall behind. In fact, the Go-to-Market Performance Gap, a recent report published by Highspot, found that 48% of financial services leaders are prioritising AI adoption and acceleration over the next 12 months, demonstrating the importance of AI to remain competitive.
Why AI raises the stakes for compliance and governance
Even before the rise of AI, compliance was a serious headache for the banking industry. You’re required by the SEC and FINRA to retain all communications with customers (and often between employees) for seven years. As banks and their employees use more and more tools and platforms to communicate, it becomes more difficult to comply with that regulation.
But the arrival of generative AI takes a difficult problem and makes it even harder. Your sales teams can now use AI to create personalised content for every single opportunity. Instead of having to audit and approve one piece of content that will be sent to hundreds of customers, you have to keep track of thousands of individual assets. The scale of the challenge can be overwhelming: when asked in the Go-to-Market Performance Gap about the biggest barriers to adopting AI in go-to-market, 24% cited data quality and governance, while 21% mentioned a lack of trust in AI.
When AI accelerates content creation, governance can’t be an afterthought. Highspot embeds it at the core, so you never have to sacrifice trust for speed. Highspot brings together a sales content management system, robust security and privacy features, and our generative AI-backed digital assistant — Highspot Copilot — to allow you to embrace AI without taking on dangerous risks.
Accelerate your AI transformation while staying compliant
Rest assured: you can safely use AI to drive smart, compliant growth. The key is to take simple steps to embed compliance in every aspect of your AI strategy.
Here are three ways you can innovate with AI in your revenue organisation, as well as three compliance tips that will ensure you stay on the right side of your regulators:
- Deliver personalised coaching at scale to your sales team: Your sales team doesn’t work in a vacuum. With the right guidance and feedback, every sales rep can improve and generate more revenue. The arrival of AI sales coaching makes it possible to deliver personalised guidance to each member of your sales team — something that was previously impossible for sales leaders. AI Agents make it easier to gain actionable insights from real-time deal context, providing you with the recommended content and next-best actions that drive deals forward.
- Create the perfect content asset for every sales opportunity: Today’s buyers expect exceptional experiences, and they’re not interested in generic, one-size-fits-all content. Highspot Copilot allows your sales reps to go from writing content and messages themselves to editing AI-generated content. By drawing on customer data, Highspot Copilot ensures each piece of content is tailored to the customer, their unique needs, and what has already been discussed. The result? Every customer thinks they’re your most important client.
Embrace a consistent process for content governance. Highspot integrates your CMS, policy enforcement, and auditing tools to ensure that every piece of content is approved before it reaches a customer.
- Drive continuous improvement with AI and customer data: Just like your sales reps can improve with coaching, your AI can improve as well. Every sales conversation and every new piece of customer information helps Highspot Copilot to sharpen its performance. Your sales reps can use Instant Answers to gather important information about a deal or quickly answer a buyer’s question — over time, those answers will become stronger and more precise as Copilot learns more about your business.
To avoid risk, you can rely on Highspot’s security and compliance features. For more information on how Highspot helps your sales reps adhere to your security policies, read our security overview.
Want to learn more about how Highspot delivers a unified GTM performance platform while always keeping banks compliant? Download our latest eBook for a closer look at the challenges facing the banking industry and how new AI technologies can help you stay ahead.
Highspot partnered with Dynata to survey 463 senior leaders across sales, marketing, enablement, and revenue operations. Download our GTM Performance Gap report today.
