AI Pilot: GenAI Use Cases for Financial Services

Innovation
Written By Sharp Insight

Challenge: A Financial Services SME wanted to implement AI across their business but lacked a clear starting point and organisational capability to identify practical applications.

Approach: Full-day workshop combining GenAI fundamentals training, Six Thinking Hats methodology for team-specific use case ideation, and individual implementation pledges. Followed by ChatGPT rollout, a structured idea management pathway, and an AI Ambassador network to sustain momentum.

Outcomes

  • Employees participated, 75% signed up to ChatGPT

  • Generated 27 AI use cases across multiple core teams, such as marketing and grant writing

  • AI Ambassadors established across the business

  • Established a sustainable AI adoption framework with internal champions

Sharp Insight https://www.sharp-insight.co.uk
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