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    AI Use Policy

    How we use AI in PR and content production — what it touches, what it never touches, who reviews it, and how we handle mistakes.

    Last reviewed: May 14, 2026

    1. Data handling

    We use AI to assist with research, outlining, drafting, and editorial review. Client data is handled with a clear line between what AI tools may process and what they never see.

    What AI may process

    • Public information about the client (company name, public filings, press history, public bios).
    • Draft copy the client has already approved or requested feedback on.
    • Research queries about the client's industry, competitors, and topic area.

    What AI never processes

    • Non-public financials, unreleased deal terms, or unannounced product information.
    • Personally identifying information about executives beyond what is already public.
    • Anything the client has marked confidential in writing.
    • Material non-public information for securities-regulated clients (see section 4).

    Client documents live in our own backend infrastructure. They are never pasted into consumer AI interfaces (free ChatGPT, Claude.ai, Gemini consumer).

    2. Training opt-out

    Every AI vendor we use is accessed through their enterprise or API tier with a written no-training-on-inputs commitment. Inputs we send (drafts, research questions, summaries) are not used to train future models.

    We review vendor data policies on a recurring schedule. If a sub-processor materially changes its terms, we re-evaluate the relationship and notify affected clients.

    3. Human-in-the-loop review

    AI accelerates research and drafting. It does not publish anything. Every external deliverable — press release, byline, pitch, blog post, audit report — is reviewed and approved by a human editor on the Smart Money Media Editorial Team before it leaves our workflow.

    Never AI-generated without human verification

    • Quotes attributed to real people (clients, executives, journalists, third parties).
    • Statistics presented as fact.
    • Source citations, journalist names, publication names, and URLs.
    • Any claim about a securities-regulated client.
    • Case study outcomes, dates, durations, or counts.

    4. Securities & regulated-client carve-out

    Securities-regulated clients — including Reg A+ issuers and any client subject to SEC, FINRA, or FTC oversight — operate under a documented carve-out from our general AI workflow.

    • Material non-public information never enters a general-purpose AI tool.
    • Drafts pass through a human editor before any external transmission.
    • The workflow is isolated from our general content pipeline, with a documented chain of custody.
    • All copy is reviewed against the client's securities counsel guidance prior to publication.

    See our Reg A+ Issuer PR page for the regulated-client engagement structure.

    5. AI sub-processors

    The following AI vendors may process client-related inputs as part of our workflow. Each is on an API or enterprise tier with a no-training-on-inputs commitment.

    VendorPurposeTraining
    Lovable AI GatewayPlatform-level AI access layerNo training on inputs
    OpenAIDrafting, research, reasoningNo training on inputs
    Anthropic (Claude)Long-form drafting, editing, reasoningNo training on inputs
    Google AI (Gemini)Research, reasoning, multimodal reviewNo training on inputs
    PerplexitySourced research and citation discoveryNo training on inputs

    Research, diagnostic, and infrastructure tools that only process public web data (search APIs, crawlers, analytics, hosting) are not listed here as sub-processors, because no client-identifying inputs are sent to them.

    6. Incident & correction protocol

    When AI-assisted output contains a factual error that reaches publication, we follow the same correction process as any other editorial mistake:

    • The error is corrected as soon as it is verified.
    • Material corrections are logged on our public Corrections page with a timestamp and explanation.
    • An internal review identifies the workflow gap that allowed the error and updates our review checklist.
    • Affected clients are notified before any public correction is issued on content carrying their name.

    7. Client opt-out (zero-AI workflow)

    Any client may request a zero-AI workflow on their account. Research, drafting, and fact-checking are handled by humans only. The option is added as a written addendum to the engagement agreement.

    Expect longer turnaround times and higher hourly cost — human-only production takes more hours — but the option is available without friction.

    Questions about our AI use

    For questions about how AI is used on your account, or to request a zero-AI workflow addendum, contact the editorial team.