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.
| Vendor | Purpose | Training |
|---|---|---|
| Lovable AI Gateway | Platform-level AI access layer | No training on inputs |
| OpenAI | Drafting, research, reasoning | No training on inputs |
| Anthropic (Claude) | Long-form drafting, editing, reasoning | No training on inputs |
| Google AI (Gemini) | Research, reasoning, multimodal review | No training on inputs |
| Perplexity | Sourced research and citation discovery | No 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.