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AI Outcomes vs AI Features in FinServ

  • April 30, 2025
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Team, can we talk about something you’ve probably talked about a zillion times already?

No. Not how your exec team wants you to revive the ice-bucket challenge on your profiles…

I want to talk about AI. Artificial Intelligence. Robots replacing helping us. 

This article in the WSJ about the ROI, of, well… AI… was one I really liked, and this quote from it got stuck in my head - “Companies should take care to target an outcome first, and then find the (AI) model that helps them achieve it.”

A lot of my customers think of the task first - “How can I respond to this DM? What’s this data mean? How do I make this post take off?” Those questions aren’t bad, but they’re smaller than I think we have an opportunity to be thinking. 

SO, I’d LOVE to get a dialogue going on what outcomes you’re hoping for when using AI, how you’re using it today in your day-to-day, and how your organization’s AI policy helped/hindered you?