Industry focusFinancial Services
AI transformation across banking, financial services and insurance. Our focus connects practical use cases with the operating decisions behind them: how work changes, where people stay involved and what evidence supports wider adoption.
Transformation Services
Connect industry experience with your next decision through advisory, executive workshops, fractional leadership and executive search.
See Transformation Services Banking: customer and operational workflows
Client onboarding, document review, servicing and internal knowledge are starting points for examining AI in banking. We focus on how these workflows move from a request to a completed action, including identity, data access, exceptions and handoffs between teams. The questions center on service quality, processing time and the controls needed to operate at scale.
Discuss a banking use caseInsurance: underwriting, claims and service
In insurance, our focus includes submission intake, underwriting support, claims documentation and policy servicing. We examine how AI can help teams assemble information and prepare work for review, alongside the judgment required to resolve exceptions. Each use case connects the customer experience with the evidence behind a decision.
Discuss an insurance use caseFinancial services: research and knowledge
Research teams, advisers and operations leaders need to find information, compare sources and turn analysis into useful work. We examine knowledge retrieval, document synthesis and internal research support, with a focus on source traceability, review requirements and the boundaries of an agent’s authority.
Discuss a financial services use caseMeasure performance in context
An AI workflow needs a defined starting point and a clear standard for completion. Our evaluation questions connect throughput, turnaround time, quality and cost with review effort, exception rates and adoption. The aim is to understand the whole process, including what happens when the system needs a person to intervene.
Read the methodologyBuild your evaluation around the decision
The Institute’s research on platform evaluation, data foundations and workflow economics provides a starting point for industry questions. Use the Vendor Profiles to investigate product scope and the evidence you need for a particular workflow.
Bring us a research question from your organization. Describe the process, the team responsible and what you would need to see before expanding the use of AI.
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