Mid-Market Investment Bank
AI Readiness Assessment
Challenge
A mid-market investment bank needed to understand where AI could create competitive advantage — without disrupting core deal flow or compliance obligations.
Approach
We conducted a 6-week AI readiness assessment spanning front-office workflows, data infrastructure, and regulatory constraints. We mapped 14 potential use cases and scored each on feasibility, impact, and risk.
Outcome
Identified a $4M+ annual opportunity across three prioritized use cases. The bank's leadership used the roadmap to secure board approval for a multi-year AI investment program.