Enterprise Banking Case Study
Global financial services organization
Executive Summary
A global financial services organization engaged us to design and implement comprehensive AI training and capability-building. We developed training materials, delivered multi-track education, and established an AI Evangelist network currently driving organization-wide adoption.
Client Challenge
Strategic
- • No clear AI strategy
- • Siloed experiments
- • Leadership wanting transformation without roadmap
- • Competitive pressure
Organizational
- • Thousands of employees
- • Diverse sophistication levels
- • Risk-averse culture
- • Previous initiatives failed
Technical
- • Complex infrastructure
- • Strict compliance
- • Need for banking-specific solutions
- • Legacy integration
Knowledge Gaps
- • Executive understanding
- • Practical skills
- • No internal champions
- • Unclear ROI
Our Approach
Phase 1: Role-Specific Training
Created role-specific training addressing banking workflows, regulations, risk management, and security requirements.
Phase 2: Multi-Track Education
Delivered training to hundreds of professionals with high satisfaction and measurable knowledge gains.
Phase 3: AI Evangelist Network
Established AI Evangelist network across departments creating sustainable momentum.
Phase 4: Quick Wins
Identified opportunities saving 10+ hours/week through quick wins like automated reporting.
Phase 5: Comprehensive Strategy
Developed comprehensive strategy with active rollout expanding to additional regions.
Results and Impact
Culture Change
- Shift from skepticism to enthusiasm
- Proactive opportunity identification
- Cross-functional collaboration
Capability Building
- Hundreds with practical skills
- Active evangelist network
- Internal expertise
- Sustainable model
Business Value
- Multiple automations in production
- Measurable time savings
- Documented pipeline
- Improved efficiency
Sustainability
- Functioning evangelist network
- Internal implementation capability
- Ongoing rollout
- Long-term foundation
Key Success Factors
Multi-level engagement from board to contributors
Industry-specific approach grounded in banking
AI Evangelist model with internal champions
Quick wins alongside strategic planning
Comprehensive training materials
Partnership approach, not prescriptive
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