AI Proof-of-Concept

Engaged by the vendor, who identified they needed expert support with their large Wealth Manager client’s proof of concept (c£30b AUM)

• Introduced to the client early in the process
• Set out our deliverables:
  • Documentation of Desired Business Outcomes and success criteria for the initiative
  • Mapping the current state process and agreeing the pain points the Wealth Manager client wanted to address. These informed the measures to add to the success criteria
  • Mapping the future state process. This was used to help position the solution with the proof-of-concept team and was used in the full roll out across the client’s front office teams
• Regular communications and updates with the vendor and the client

• Deep understanding of our industry, with hands-on practitioner experience
• Our competitor and market knowledge and industry best-practice
• Suite of tried and tested tools to expedite deliveries
• Credible experts in process optimisation and documentation
• Independence, and an unbiased view

• Well-planned, punchy, proof of concept phase of the overall project
• Success criteria and solid measures made the case easy to move into full implementation across the front office
• Clarity about how, practically, the system was to be used by role
• Team members understood their own role in the process and in the process overall
• Roll out was smooth and controlled
• Pain points were addressed and positively impacted
• Follow ups with the client at 3 and 6 months post implementation maintains focus and provides take away learnings