AI Strategy for Financial Institutions: From Pilots to Scale

Half day Workshop

Course Overview

Many financial institutions have run AI pilots but struggle to move from experimentation to enterprise-wide value. This workshop addresses the strategic and operational challenges of scaling AI in banks, insurers, and investment firms while managing the risks unique to regulated financial environments.

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Flexible Delivery

From a 90-minute executive briefing to a 5-day leadership programme—I'll tailor the format, depth, and examples to match your team's objectives.

Session Outline

1. The AI Maturity Challenge

  • Where financial institutions stand today
  • The pilot trap: why experiments don’t scale
  • Characteristics of AI leaders in the industry
  • Regional context: AI adoption in GCC financial services

2. Building the Foundation for Scale

  • Data infrastructure and quality requirements
  • Technology architecture for AI deployment
  • Talent: build, buy, or borrow?
  • Organisational structures that enable AI

3. Use Case Prioritisation

  • Balancing quick wins with strategic bets
  • Assessing feasibility, impact, and risk
  • Sequencing for capability building
  • Stakeholder alignment and sponsorship

4. Operating in a Regulated Environment

  • Model risk management requirements
  • Explainability for customer-facing AI
  • Regulatory engagement strategies
  • Documentation and audit trails

5. Change Management and Adoption

  • Workforce readiness and reskilling
  • Process redesign for AI-enabled operations
  • Cultural barriers and how to address them
  • Measuring and communicating success

6. Strategic Planning Exercise

  • Assess current AI maturity
  • Identify scaling priorities
  • Develop a 12-month action plan
  • Present and receive peer feedback

Outcomes for Participants

  • Diagnose barriers to scaling AI in their organisation
  • Prioritise AI investments for maximum impact
  • Navigate regulatory requirements confidently
  • Develop actionable plans to accelerate AI adoption

Interested in this programme for your organisation?

Every course is fully customised to your specific context and learning objectives.