What Happens to Our Data?

Every firm evaluating an AI vendor eventually asks the same question: “What happens to our data once you touch it?”

It’s the right question.

The follow-up questions matter more: Does our data train your models? Where does it go after processing? Who inside your organization can see it? What’s the retention policy? If we terminate the relationship, what happens to anything you processed?

Vendors who can’t answer these questions clearly haven’t built the answer into their architecture. The absence of a clear answer isn’t a policy gap — it’s an architecture gap. If data handling isn’t designed in from the start, the honest answer is that the vendor doesn’t actually know.

LEA processes client documents inside the customer’s own cloud environment. We don’t see the data; we see the outputs. The distinction matters for compliance, for security, and for the conversation a CCO has to have with their board when a new AI vendor is in scope.

The question “what happens to our data” deserves a clear, specific answer — not a reassurance.

#DataSecurity #WealthManagement #AIGovernance #RIA