Double-Blind Fiduciary Protocol

30-second experience · Week 11 · Mrs. Ichikawa

The phone call that signs a $150M relationship

Watch RM David commit his risk read, AI reveal a FX framing delta he missed, and see how one adopted delta changes the allocation trajectory.

42

Relationships

5

AI Queued

4

High Alert

$2.7B

Total AUM

Session Setup

Configure Session

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Session Scope

Daily Review

Overnight market moves · Alerts · Proactive touchpoint assessment

QBR Preparation

Quarterly business review · Deep portfolio analysis · YTD attribution

Event-Triggered Review

Market event · Client life event · Regulatory change

Overnight Events

Last Conversation

AI Isolation State

Protocol

Regulatory basis

FINRA Rule 2111 · SEC Reg BI · SR 11-7 Effective Challenge · SEC Rule 17a-4(f)

Context Raw data — visible to you

AI sealed — Track B invisible until you commit

Track A Your read — write before AI unlocks

Risk Read required

Recommended Action required

Conviction Level required

SHA-256 hash seals your read · AI view unlocks · Audit trail begins

double-blind-protocol · track-b-isolation

✓ COMMIT SEALED · SHA-256: computing…

Fiduciary Resolution

Each delta requires a decision and documented reasoning before you can proceed. This record is written to the SEC Rule 17a-4 audit trail.

0 of 0 resolved