We approach AI with curiosity, responsibility, and transparency, using it to drive insight, efficiency, and measurable value while preserving the professional judgment and trusted relationships that define our client service. AI should accelerate progress. It should strengthen trust. And it should deliver insights that impact what matters most.
Our AI Principles
Turning Insight Into Impact Responsibly
Our approach to AI reflects who we are as a company and how we serve our clients.
- Valid and reliable: AI capabilities are tested, calibrated, and monitored to perform as intended, across teams and engagements.
- Safe, secure, and resilient: AI operates within governed environments with strong access controls, data protection standards, and compliance safeguards. We apply the same rigorous security standards to AI as we do across all CBIZ systems.
- Accountable and transparent: Every AI capability has clear business ownership and our team remains accountable for every result. We use our expertise, ask the right questions, and consider the context for every insight.
- Explainable and interpretable: AI tools are selected and deployed to provide rationale and context, supporting informed human decision-making.
- Privacy-enhanced: Data is protected by design and adheres to engagement letter constraints for use.
- Fair with harmful bias managed: We evaluate AI use cases and agents for bias and disparate impact. High-risk categories, such as autonomous hiring decisions, are explicitly prohibited.
We translate these principles into action through disciplined governance, oversight, and execution.
Driving Principles Into Practice
Governance That Evolves With the Technology
AI is integrated into how modern organizations analyze data, collaborate, and execute strategy. As adoption accelerates, so do the risks, including data privacy, bias, regulatory scrutiny, and governance gaps.
That is why CBIZ integrates responsible AI practices into every layer of our approach and maintains an internal AI governance framework informed by:
- The National Institute of Standards and Technology AI Risk Management Framework
- International standards for AI management systems
- Global ethical AI principles
- Responsible AI guidance from leading technology providers
We continuously review and evolve our practices as regulatory, technological, and market conditions change.
AI in Action at CBIZ
AI is a strategic priority across our business.
In 2024, we launched Vertical Vector, our proprietary AI platform designed for secure, business-centric application. It has supported more than one million AI-assisted interactions and continues to evolve as part of our broader AI strategy.
In 2026, we expanded our capabilities through a strategic collaboration with Microsoft, integrating Microsoft 365 Copilot into daily workflows. This enhances our ability to generate insights, collaborate, and serve clients, while maintaining strong oversight and control.
The outcome is simple:
Enhanced Business Value
Insights that Impact
Powered by Technology. Led by Experience.
At CBIZ, AI strengthens how our professionals analyze information, uncover patterns, and generate meaningful insights for clients. Applied thoughtfully across our practice areas, it supports deeper analysis and enhances the overall client experience.
Where AI Supports Our Work
Across industries and services, AI helps our teams:
- See more clearly. Spot patterns and trends for better decisions.
- Strengthen analysis. Deliver the rigorous, high-quality work clients expect.
- Connect expertise. Share insights across teams.
What This Means for You
We remain committed to rigor, judgment, and client service. Our professionals use AI to uncover insights and support informed decision-making.
Technology expands what we can see. Our people find the meaning.
