A mid-market financial services firm needed to turn disconnected AI experiments into a coherent enterprise strategy — in 90 days, before the next board meeting.
Sector
Financial Services
Size
Mid-market (~800 employees)
Region
North America
Engagement Type
AI Strategy & Roadmap
Four AI pilots. No strategy. A board asking hard questions about ROI.
A diversified financial services firm had run four separate AI pilots over two years with no coherent enterprise strategy connecting them. Each business unit had pursued AI independently — fraud detection, document processing, a customer chatbot, and a risk scoring model. None were connected to a coherent strategy. The board had approved over $3M in AI investment with no consolidated view of outcomes or direction.
The CTO needed an enterprise AI strategy presentable to the board within 90 days. The challenge: getting four business units, each with competing priorities, to align around a common direction.
Interviewed 18 stakeholders across all business units. Evaluated the four existing AI initiatives against business value, technical maturity, and strategic fit. Mapped data infrastructure to identify shared constraints.
Defined an enterprise AI vision tied directly to the firm's three-year business strategy. Identified 12 AI opportunity areas. Scored and prioritized them against business impact, feasibility, time-to-value, and strategic alignment.
Built a sequenced 18-month AI roadmap with three priority initiatives, clear ownership, success metrics, and investment requirements. Designed the AI governance structure — committee, decision rights, risk framework — needed to manage the portfolio going forward.