AI copilots for trading and ops teams
Where AI copilots help in trading, risk and support work, and where they should stay out.
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Good use cases
Copilots work well when they summarize state, draft responses, or guide operators through repeatable flows. They should assist, not replace, the people making risk decisions. Clear boundaries avoid accidental automation of approvals.
Data access and permissions
Restrict copilots to the minimum data and actions needed. Logged, role-based access helps keep compliance teams calm and limits blast radius if prompts go wrong. Avoid mixing production keys with experimental features.
Logging and review
Log every suggestion and action path so teams can review, replay, and tune prompts. Add human approvals for anything that can move funds or change risk posture. Auditability keeps copilots useful instead of risky.
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