So, you signed up with a new AI-software vendor to replace your CRM, lean your back office or realize other promised savings? You aren’t alone. If your vendor is using AI, you need to ask them certain things - take it from Interchange. We build secure, agentic technology, software and solutions and keep your data secure. Here’s what to ask:
What model(s) are you using when you connect my systems?
What are the contract terms?
What information will you ask me to provide, and what is the scope of your read/write token(s)?
What is your data privacy policy?
Will you ask for more information than is needed or otherwise ask me to provide “context”?
There are vendors who will promise the moon in exchange for asking you to upload unnecessary information. Take, for instance, agentic finance software; if a vendor asks you to upload bank statements or tax returns after already connecting to your banks, call us.
At Interchange, we understand that the language models are being trained on business and personal use every day. That’s why your data, security, and safety are top of mind for us.
