FTC AI Agent Probe: Liability Needs an Owner
The FTC AI agent probe puts human ownership in focus. See how CRM teams can document instructions, approvals, and agent actions.
SI, AI & Claude for CRM · Author
Articles by David Cockrum (2)
Latest articles · Page 2 of 19
New Jersey's AI Claims-Denial Bill: What Insurers Should Do Now
New Jersey A5494 would bar AI from making the final call to deny auto, home and flood claims. See what the bill says and how insurers can prepare now.
Claude Outage Sept 29: Build AI Workflows for Downtime
Claude's September 29 outage hit Claude.ai, Code, Cowork and the API. Learn how to design AI workflows that fall back safely when a model vendor goes down.
Claude Sonnet 5.5: What Changed and How Regulated Teams Migrate
Claude Sonnet 5.5 is here. Compare it with Opus, check pricing and safety changes, and plan a governed migration for sensitive CRM workflows.
AI Oversight Metrics: Anthropic Just Published the Board Template
Anthropic just published the AI oversight metrics boards will start asking AI vendors for. Here is how banks, RIAs, and insurers should use the template.
Claude Docs and Slides: What Anthropic's One-Claude Merge Changes
Anthropic merged Claude chat and Cowork into one interface and launched Claude Docs and Slides in beta. Here's what changes for business teams.
AI Vendor Incident Notification: 3 Contract Clauses to Add Now
AI vendor incident notification belongs in every contract. Learn the three clauses, including a 72-hour clock, to add before agents touch client data.
Opus 5.5 and GPT-6 Cut AI Prices. Budget for the Platform Layer
Claude Opus 5.5 and GPT-6 cut AI model prices, but platform costs are rising. See how RIAs, banks, and insurers should build 2027 AI budgets.
Pace the Frontier: What Amodei's Plan Means for Regulated Firms
Dario Amodei's 'Pace the Frontier' essay describes, at lab scale, what banks and RIAs already practice at firm scale — here is the regulated-industry read.
Top AI CRM Personalization Partners for Financial Services in 2026
Criteria-led ranking of US AI CRM personalization partners for financial services in 2026 — compliance, data readiness, CX outcomes, and engagement-model fit by firm size.
SS&C's Black Diamond MCP Server: The Door Nobody Approved Yet
SS&C's Black Diamond now ships an MCP server for wealth data — here's the books-and-records checklist RIA COOs and CCOs need before they approve it.
Anthropic's Cyber Safeguards: What They Mean for Enterprise AI Trust
Anthropic backs its Salesforce partnership with real-time cyber safeguards and a verification program for enterprise AI trust.
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