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SFC-compliant agentic AI, zero-data-retention architecture, and the future of middle-office automation in Hong Kong finance.

31 Jul 2026
How to run a 30-day AI pilot in a regulated firm without failing audit
A practical playbook for piloting AI inside an SFC-licensed firm: scoping, human-in-the-loop gates, what to measure, and how to kill the pilot cleanly if it does not deliver.
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29 Jul 2026
The HK$580,000 question: junior analyst vs AI pipeline
A full-cost comparison of hiring a junior analyst in Hong Kong versus deploying an AI automation pipeline: the numbers behind the 65% cost reduction, and what the analyst's freed hours are worth when redeployed to meaningful work.
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27 Jul 2026
From Teams meeting to executed action: automating follow-through
How small HK firms turn meeting decisions into executed actions automatically: transcription, decision extraction, task routing, and the follow-up loop that stops follow-through from dying in the chat thread.
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24 Jul 2026
Month-end close in two days: where HK finance teams lose the week
A day-by-day breakdown of the month-end close for Hong Kong finance teams: where the five days actually go, what is automatable, and how firms compress the cycle to two days.
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21 Jul 2026
Sanctions screening automation that survives an SFC audit
How to automate sanctions and AML name screening in a way that holds up under review: workflow design, hit handling, false-positive management, and the audit trail regulators expect.
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17 Jul 2026
Multi-custodian NAV reconciliation: a step-by-step automation blueprint
How HK asset managers can automate multi-custodian NAV reconciliation: a step-by-step blueprint covering ingestion, variance checks, exception handling, and audit trails.
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14 Jul 2026
Redaction isn't anonymity: when masking client data still triggers PCPD
Why masking client data before sending it to an AI tool often fails to remove your PCPD obligations, and what genuinely anonymised data requires under Hong Kong law.
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8 Jul 2026
SFC guidance on AI and outsourcing for licensed firms: a plain-English walkthrough
What SFC-licensed firms in Hong Kong need to know when adopting AI: accountability, governance, outsourcing discipline, and the approval gates compliance officers should demand.
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3 Jul 2026
Can HK financial firms use AI on client data? What PCPD and SFC actually allow
A plain-English guide to what the Personal Data Privacy Ordinance and SFC rules permit when Hong Kong financial firms use AI on client data, with a practical compliance checklist.
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18 Jun 2026
What is Zero-Data-Retention AI? A plain-English explainer
Zero-Data-Retention AI processes sensitive data in ephemeral memory and deletes everything after execution: no storage, no training, no third-party copies. Here is how it works and why regulated firms care.
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