Stay current on what matters, without reading everything.
Executives name the topics to research and the sources to focus on, and choose a full document, a 1-pager, or bullet points. AI researches the latest regulatory changes, local and national business news, and other time-sensitive information, and delivers a cited update, so leaders get the full picture without reading and synthesizing it all themselves, and make better-informed decisions that guide the business.
- CEOs, presidents, and the executive team
- Board members and committee chairs
- Chief risk and compliance officers
- Executive assistants and chiefs of staff
The latest on every topic, synthesized for you.
Your executives need to know when a regulator proposes a rule, when a large employer in your market announces layoffs, or when rates move, but keeping up means scanning regulator sites, newsletters, and local news every day. Most leaders don't have the time, so they rely on whatever reaches their inbox and learn about important changes late.
With MultiModel, an executive or their assistant lists the topics to research, adds the sources to focus on, and picks a format. The assistant gathers the latest information, summarizes what changed and why it may matter to your institution, and cites every source.
- Track regulatory changes from the agencies that supervise you
- Follow local and national news that affects your market and members
- Get the update as a full document, a 1-pager, or bullet points
Perplexity
External
List the topics to research, add the sources to focus on, and choose a format. The assistant researches the latest developments and delivers a cited update on what changed and why it may matter.
Research an executive updateExternal
Weekly executive update
• Proposed CFPB and NCUA rules this month • Commercial real estate in Franklin County • New employers moving to central Ohio
CFPB, NCUA, Federal Register, Columbus Business First
1-Pager
Executive update: week of October 5
Regulation
- The CFPB opened comment on a proposal affecting overdraft and NSF fee disclosures. Comments are due in 60 days; Compliance is drafting a response [1]
- The NCUA board approved a proposed rule on succession planning for credit union boards, with a 60-day comment period [2]
Commercial real estate in Franklin County
- Downtown office vacancy rose again this quarter, while industrial space near Rickenbacker stayed nearly full [3]
- Two downtown office towers were listed for sale below their last sale price [3]
New employers in central Ohio
- A semiconductor supplier announced a plant in Licking County with about 400 jobs, starting hiring next spring [4]
Why it may matter: fee disclosure changes affect deposit revenue projections; downtown office exposure is worth a closer look in the CRE portfolio; new employers bring payroll and new-resident account opportunities.
[1] CFPB · [2] NCUA · [3] Columbus Business First · [4] Federal Register
The 1-pager is ready to download as a PDF, formatted for the leadership packet.
From your documents to a sourced draft.
The assistant uses retrieval-augmented generation (RAG): it finds the relevant passages in the content you approve, then answers from them with citations your team can check.
Name the topics and sources
List the topics to research, add the sources to focus on, such as a regulator or a local business journal, and choose a full document, a 1-pager, or bullet points.
Get a cited update
In minutes, the assistant researches the latest developments and summarizes what changed and why it may matter, with a link and date for every source.
Read, share, and act
Executives read the update before a meeting, share it with their team or the board, and open any source to go deeper.
What your team asks, and what comes back.
Regulatory change before the ALCO meeting
The request. The CFO wants to know what regulators have proposed or finalized this month on liquidity, interest rate risk, and deposit insurance.
What the assistant returns. A 1-pager with each proposed and final rule, its comment or effective date, a plain-language summary, and the questions it may raise for the committee, citing each source.
Why it matters. The CFO walks into the meeting current on every change, without spending an evening on regulator websites.
Local market news
The request. The CEO of a community bank wants the latest on the regional economy: major employers, commercial real estate, and new business openings in the bank's footprint.
What the assistant returns. Bullet points grouped by county, each with the headline, the date, the source, and a note on possible impact on deposits or lending.
Why it matters. Leaders hear about a plant closing or a new development early, and can prepare their branches and lenders.
Board briefing on industry trends
The request. The board chair asks for background on how credit unions are responding to a new national payments development.
What the assistant returns. A full document covering what happened, how peers and industry groups have responded, the open questions, and the sources for each point.
Why it matters. The board gets a balanced, sourced briefing, and staff spend an hour reviewing it instead of a day writing it.
Measurable time back, with the controls already in place.
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AI executive updates: FAQ
Straight answers for CIOs, CISOs, and compliance officers evaluating AI.
Talk to usWhat can an executive update cover?
Any public, time-sensitive topic that matters to your leadership: proposed and final rules from your regulators, enforcement actions, rate and economic news, local business openings and closings, competitor announcements, and industry trends. Executives list the topics once and run the assistant whenever they want the latest.
Where does the information come from?
Public sources on the web, such as regulator websites, the Federal Register, national and local news outlets, and industry publications. Add the sources to focus on, like the CFPB, the NCUA, or your local business journal, and the assistant prioritizes them. Every point in the update cites where it came from.
How do executives know the update is accurate?
Each point links to its source and notes the publication date, so an executive can open the original before acting on it or sharing it. The assistant separates what was reported from its summary of why it may matter to your institution.
Which formats can it produce?
A full document with background and implications, a 1-pager for a quick read before a meeting, or bullet points for a fast scan. Your team can edit the structured AI assistant to add formats, such as a board briefing, or set default topics for each executive. See AI assistants.
Can we combine public news with our own documents?
Yes. With RAG models, the assistant can compare a new rule with your own policies or procedures, so an update can say which of your documents a change may affect. Internal documents stay inside your own environment.
Is anything sensitive sent to the web?
Only the research request goes out, and account numbers, names, and other PII are redacted on the employee's device before any prompt is sent. Prompts are excluded from model training and every interaction is logged. See data loss prevention.
See an executive update built on your own topics.
Bring the topics your leadership team tracks. We'll show you a cited update on the latest developments, in the format your executives prefer.