With Harmonic, Advisor360° upgraded its reactive, manual approach with automated AI monitoring and proactive protection–saving up to 4 days per new AI app.
Advisor360° leads the industry in providing generative AI-enabled (GenAI) technology to enterprise wealth management firms. For its own business transformation, the fintech firm needed to accelerate its ability to empower employees to leverage GenAI internally while maintaining its strong culture of security and compliance.
The company sought better visibility into employee AI usage and a solution that would reduce the risks of sensitive data exposure.
With Harmonic Security, Advisor360° transformed its AI adoption strategy, gaining instant insights and enforcing security controls in real time—all without slowing down innovation.
The Challenge
Advisor360° understood the immense productivity gains AI could offer, but managing its adoption posed a challenge. The security team faced a growing backlog, spending 3-4 days investigating each new AI tool used by employees. The manual effort required to track and evaluate AI applications was unsustainable.
Additionally, their existing CASB lacked prompt-level visibility and control, leaving security teams blind to the specifics of how AI tools were being used. The company needed a more scalable approach that balanced innovation with security.
At the same time, preventing sensitive data from leaking into AI tools was a major concern. While Advisor360° had advanced data labelling and defined regex rules, certain types of unstructured data—like source code—were difficult to identify and block effectively. The company needed a more scalable approach that balanced innovation with security.
The Solution
Harmonic provided Advisor360° with an AI security solution that:
- Deployed seamlessly as a browser extension, avoiding complex endpoint or proxy configurations.
- Gave instant insights into employee AI usage, eliminating the need for time-consuming manual investigations.
- Provided prompt-level visibility and control, enabling security teams to understand and manage exactly what employees were inputting into AI models.
- Pre-trained data protection models capable of detecting both structured and unstructured sensitive data with a high degree of accuracy.
- Enabled real-time security pop-ups to prevent sensitive data from being pasted into AI tools.
With Harmonic, Advisor360° replaced its reactive, manual approach with automated AI monitoring and proactive protection, making AI adoption both secure and scalable.
The Impact
By deploying Harmonic, Advisor360° was able to:
- Eliminate days of manual effort, reducing AI tool investigations from 3-4 days to minutes.
- Gain prompt-level oversight, ensuring security teams had full visibility into AI interactions.
- Secure unstructured data, including sensitive information that was previously too difficult to detect with regex-based rules.
- Empower employees to use AI responsibly, without creating security bottlenecks.
“Regex has been a thorn in the security industry for well over a decade. I can finally see a world where regex goes away. I never want to go to Regex101.com again.”
Mike Janielis, Senior Principal, Information Security Architect
The Business Advantage
By reducing security overhead and enabling secure AI adoption, Advisor360°’s security team became a key business enabler rather than an obstacle to innovation. Employees can now leverage AI confidently, knowing security is handled in the background. What once required extensive manual effort is now streamlined, allowing Advisor360° employees to fully embrace AI’s potential while keeping data safe.
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