European retail bank
Executive committee workshop
Bring the executive committee up to speed on what generative AI really means for the bank's strategy and operating model.
Outcomes
- Half-day session built around their own business portfolio
- Agreed success factors and watch points for the next twelve months
Insurance group
Hands-on piloting and training
Show what AI changes in underwriting, and what it does not, on the group's own cases.
Outcomes
- Live pilots built with three underwriting teams
- Hands-on training adopted by most underwriters within six weeks
Asset manager
Proof of concept, test and learn
Establish in eight weeks whether generative AI can safely speed up investment research.
Outcomes
- A working proof of concept, tested on a real research desk
- A clear go or no-go, with the plan to scale it
Private bank
Market watch and scouting
Stay ahead of the AI wave in finance, and find the firms worth piloting with.
Outcomes
- A mapped field of relevant AI firms
- Qualified introductions, and two pilots launched