Industries
We work where the regulators are watching. Doing it right is the difference between an approval and a finding.
Banks, broker-dealers, and asset managers operating under OCC, FDIC, FINRA, SEC, and state regulators. We support exam prep, model risk, books-and-records integrity, and the governance underneath AI-enabled customer and operations workflows.
Carriers and reinsurers navigating state insurance commissioners, NAIC model laws, MAR, and ORSA. We work the data governance and records discipline that holds underwriting, claims, and product across long policyholder lifecycles.
Carriers and platform providers managing CPNI, lawful intercept, retention, and the data sprawl behind customer experience and network operations. We bring the governance that lets AI and analytics scale without tripping regulator and privacy obligations.
Providers, payers, and platform vendors working under HIPAA, HITECH, OIG, and state privacy regimes. We operationalize the records and governance posture that protected health information actually requires, and we keep AI in clinical and revenue-cycle use cases auditable.
Manufacturers, CROs, and clinical platforms working under FDA, EMA, GxP, 21 CFR Part 11, and the audit pressure those bring. We govern research, regulatory, and quality data through filings, inspections, and AI-assisted discovery without compromising chain of custody.
Tell us where you're stuck: exam prep, an AI pilot, a records overhaul, or a board-level governance question. We'll tell you how we'd approach it.
jb@jb4b.com