Free Guide: Build Your Own AI Agent for Business Resilience | Remver Consulting
From the Desk of Dr. Claudia E. Tatum  ·  Remver Consulting

Build Your Own AI Agent
for Business Resilience

No Prompts. No Guesswork. No Regulatory Risk.

A practitioner's guide for BC/ITDR professionals at US financial institutions — build, govern, and document a personal AI agent that's audit-ready from day one.

Business Resilience AI Agents — Free Practitioner's Guide by Dr. Claudia E. Tatum, Remver Consulting

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Practitioner Experience From Inside

Citigroup
Wells Fargo
Bank of America
Lockheed Martin
OCC / FFIEC
SR 11-7 Framework

Most AI Guides Tell You What AI Can Do.
This One Shows You How to Build One That Works for You.

Financial regulators are clear: AI use is your responsibility — not the platform's. Governance, oversight, and accountability start with you, before you deploy a single workflow.

The Risk Is Real

Deploying AI without proper documentation and governance exposes you personally to examiner scrutiny and regulatory penalties.

The Gap Is Wide

Most resources explain AI capabilities. Almost none teach you how to govern and deploy it safely inside a regulated institution.

The Answer Is Here

A practitioner-built framework to build, constrain, document, and deploy your first personal AI agent — correctly, from the very start.

Say Goodbye to the Confusion, the Risk,
and the Regulatory Uncertainty

If you work in BC/ITDR or compliance at a regulated financial institution, you've felt this:

Tired of watching AI pass you by — knowing it could accelerate your BC workflows, but not knowing how to start without triggering a compliance review.

Feeling like AI is a liability at work — because using it without the right documentation and guardrails could put your name on the wrong side of an examiner's report.

No clear step-by-step process — to document your AI use so it's governance-ready, audit-ready, and aligned with OCC, FFIEC, and SR 11-7 from day one.

"I know AI could help me move faster — but I'm not sure how to do it without getting myself in trouble."

This guide was written for exactly that practitioner.

Nine Chapters. Everything You Need
to Get Started Safely.

Not theory. A practitioner-built playbook from direct experience inside regulated financial environments — covering every step of building, governing, and deploying your AI agent.

Included

Chapter 01

Why AI Agents for Business Resilience

Why personal AI agents are a force multiplier for BC and ITDR professionals — and why now is the time to act.

Included

Chapter 02

The Regulatory Landscape

OCC, FFIEC, and SR 11-7 — exactly what they mean for your AI use inside a regulated institution.

Included

Chapter 03

Think of It Like Hiring an Employee

Accountability, documentation, and governance — how they work when your "employee" is an AI.

Included

Chapter 04

Guardrails — The Do-Nots

Data, output, behavioral, and regulatory communication guardrails you must build in before using any AI agent at work.

Key Chapter

Chapter 05

Build Your First Personal AI Agent

Step-by-step process — without any pre-built prompts. Build from first principles with full governance built in.

Included

Chapter 06

Regulatory Framework Crosswalk Agent

A fully documented, real-world example agent you can study, adapt, and use immediately.

Included

Chapter 07

Governance and Institutional Alignment

How to align your personal agent with your institution's risk appetite, IT policy, and compliance expectations.

Included

Chapter 08

Best Practices for Ongoing Use

Maintaining, reviewing, and evolving your AI agent as regulatory guidance develops over time.

Included

Chapter 09

What Comes Next

Purpose-built agents from Remver — how to move beyond personal use into enterprise-grade resilience automation.

+ Appendix

Personal AI Agent Readiness Checklist + Regulatory Quick Reference

Two ready-to-use reference tools — print them, keep them at your desk, and reference them before your next examiner meeting.

Yes — Send Me the Free Guide →

Instant PDF download. No credit card required.

Built for BC/ITDR and Compliance Practitioners
at Regulated Financial Institutions

Business Continuity Planners

Managing resilience testing, BIA updates, and DR planning — needing AI that doesn't create more risk than it solves.

IT Disaster Recovery Teams

Running ITDR programs inside banks where every AI tool must be documented and governed before it touches a workflow.

Operational Risk & Compliance

Professionals who need to move faster — but can't afford to outpace their institution's governance requirements.

"If you work at a US financial institution and you're wondering how to use AI without putting yourself — or your institution — at risk, this guide was written for you."

— Dr. Claudia E. Tatum, Remver Consulting

Dr. Claudia E. Tatum — Principal Consultant, Remver Consulting

Dr. Claudia E. Tatum

Principal Consultant

Created by a Practitioner, for Practitioners

Dr. Claudia E. Tatum

Principal Consultant — Business Continuity & IT Disaster Recovery

Dr. Tatum brings direct practitioner experience in Business Continuity and IT Disaster Recovery from within some of the world's most heavily regulated institutions, including Citigroup, Wells Fargo, Bank of America, and Lockheed Martin.

This is practical guidance, not theory. Grounded in firsthand experience across complex, regulated environments — the kind of structure and clarity practitioners often had to build without the benefit of today's AI tools.

Citigroup
Wells Fargo
Bank of America
Lockheed Martin

From Remver Consulting

Ready to Go Deeper?

After this free guide, the next step is the 5-Prompt Personal AI Agent Pack — five purpose-built, audit-ready agents designed specifically for BC/ITDR practitioners at regulated institutions.

Available immediately after you download this free guide.

Start Building With Confidence.
Download Your Free Guide Now.

Instant PDF delivery. Nine chapters, a readiness checklist, and a regulatory quick reference — everything a BC/ITDR practitioner needs to start safely and correctly.

Everything You're Getting — Free:

9-Chapter Practitioner Guide — Build, Govern & Document Your AI Agent
Full Regulatory Framework Coverage — OCC, FFIEC, SR 11-7
Step-by-Step Agent Build — No Pre-Built Prompts Required
Full Example: Regulatory Crosswalk Agent — Fully Documented
Personal AI Agent Readiness Checklist + Regulatory Quick Reference

Secure access. Privacy respected. Your information is used only to deliver this guide. We do not sell personal information.

Frequently Asked Questions

Is this really free? What's the catch?

Yes — completely free. No credit card, no hidden fees. We offer this guide to introduce you to Remver's practitioner-built AI frameworks. If it helps you and you'd like to go deeper, additional tools are available. That's it.

Do I need a technical background to use this guide?

No. This guide is written for BC/ITDR and compliance practitioners — not engineers or data scientists. The focus is on governance, documentation, and practical deployment inside your existing workflows, not on technical AI development.

Which regulatory frameworks does this cover?

OCC guidance, FFIEC requirements, and SR 11-7 model risk management principles — as they apply to personal AI agent use inside regulated US financial institutions.

Is this relevant if my institution hasn't officially approved AI tools yet?

Especially relevant. This guide specifically addresses how to build guardrails, document usage, and align with institutional governance — so when you do deploy an AI agent, it's already structured to survive examiner scrutiny, even in the most cautious institutions.

How is this different from enterprise AI tools my institution may deploy?

This guide focuses on personal AI agents — tools you control, document, and govern individually. Distinct from institution-wide enterprise AI platforms, designed for practitioners who need to move faster without waiting for a top-down AI strategy.