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Businesses want to make good financial decisions fast to ensure steady cash flows, and bank with financial institutions who understand them.
Our mission
It is fair to say that financial institutions are all looking to embed AI across their processes to improve decision making, capture bigger market share and remain distinctive. Despite the opportunity, often what truly delivers business value and exceptional customer experience, are human relationships, contextual advice, and a deep sense of trust with an institution.
We worked in partnership with a leading strategy business to develop a new business banking proposition that should do just this; use AI to improve decision making while facilitating human expertise to guide business owners.
A proposition enabled with AI that supports business owners to grow with smarter decision making, tools and insights.
1
One tested, market-ready service
Journeys, features, and a pricing model rigorously validated with target segments — built for a real-time, highly automated, and configurable offering.
10
Ten clear paths to faster decisions
Determined and validated use cases that directly improve decision-making efficiency, each mapped to measurable impact for credit, risk, operations, and compliance teams.
60+
Built on 60+ leadership conversations
Insights gathered across prioritised sectors and geographies, identifying where AI delivers the clearest wins and highest strategic return for institutions.
OUR WORK
AI use cases
Combined deep customer and market research with strategic business priorities to identify high-impact AI use cases capable of driving innovation, efficiency, and measurable business value.
Product definition
Developed detailed end-to-end banking proposition prototypes, defining how AI features, surfaced data, and differentiated experiences would support both customers and relationship managers.
Customer and manager experience
Shaped trust-first customer and relationship manager experiences, ensuring AI-driven insights enhanced transparency, confidence, and informed decision-making.
Business case validation
Validated the proposition through co-creation and journey testing, generating evidence-based insights into customer and manager needs to strengthen efficiency, adoption, and long-term stickiness.
Curious to learn about the big insights and AI use cases in the financial sector?
We bring extensive insights in financial services and, in particular, how to identify use cases, determine, and deliver AI implementation. Reach out to discuss more about our leading insights in retail and business banking for AI.