AI that supports clearer communication and better client service
Never a replacement for human expertise
How We Use AI at Blick Rothenberg
How Blick Rothenberg is using AI
Partner Michael Holland sits down with some of the team to discuss how Blick Rothenberg are using AI on a day-to-day basis.
Our Promise
At Blick Rothenberg, we use artificial intelligence (AI) carefully and responsibly. Every piece of advice you receive is created, checked and approved by qualified professionals. AI simply helps us communicate more clearly and work more efficiently.
Your Confidentiality Comes First
We do not put your personal, financial or commercially sensitive information into open access AI tools. All AI use happens only within enterprise AI tools, for example, our secure Microsoft 365 environment.
We follow strict internal controls to keep your data protected at all times, including to comply with our data protection and confidentiality obligations to you.
In short: your data does not leave our secure systems, and AI is not used without human oversight (unless you are expressly notified of this).
How AI Helps Us Help You
We use AI in ways that enhance clarity, organisation and efficiency always after our technical analysis is complete, and always under human control.
Clearer, easier-to-read advice
AI helps simplify complex explanations and improve readability
Well-structured reports and documents
AI supports formatting and organising memos, reports and walkthroughs
Better background preparation
AI helps summarise publicly available information to support understanding
Checking we cover everything
AI can help compare drafts with scopes or meeting notes
Secure, approved tools only
AI is used only within our secure Microsoft 365 environment
Frequently Asked Questions
No. All analysis, conclusions and advice come from our people.
No. Confidential client data is not entered into open access AI tools. We only use enterprise AI tools, which adhere to our strict security and confidentiality requirements, when dealing with client data.
All AI-assisted content is reviewed and approved by experienced professionals.
Speak to Us
If you would like to understand more about how we use AI responsibly, your usual Blick Rothenberg contact will be happy to help.