From customer journeys and data architectures to risk management and beyond, the large-scale adoption of AI is transforming financial services, and it's demanding a clear strategy to capture value and remain compliant.
While the potential is clear, many firms are stuck in a cycle of fragmented pilots, vendor-led tool adoption, or experiments that fail to scale.
In regulated environments, a key challenge lies in finding measurable value in a way that aligns business priorities with innovation, compliance, and technology.
Here at Sorai, we often see financial services leaders encounter similar pitfalls:
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AI initiatives driven by technology rather than business or regulatory priorities.
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Fragmented pilots across departments, without an enterprise-wide strategy.
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Business cases that fail to convince senior stakeholders or regulators.
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Capability gaps in designing, building, and scaling AI-enabled products.
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Ethics, customer trust, and governance considerations are treated as secondary.
Our Solution
Before the technology, we start with strategy, business, and most importantly, people. We propose a four-month engagement, including a senior leadership strategy session that will result in insights and actionable recommendations. This strategy should help shape the business offering and wider initiatives.
We help financial services leaders move beyond experimentation and into a coherent AI strategy by:
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Developing an AI strategy that pinpoints opportunities and maps how to implement solutions that achieve your goals.
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Identifying AI use cases at a business, product and feature level.
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Prototyping AI concept solutions to test ideas and hypotheses quickly and efficiently
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Designing new AI products from the ground up and embedding AI into existing offerings.
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Integrating AI tools and AI agents (e.g. voice) for rapid creation, productivity gains and personalisation.
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Supporting your teams to build a business case for AI Products.
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Helping build in-house AI and innovation capability.
Why Choose Sorai?
We combine the rigour of business consulting with the creativity of a design studio to deliver a human-centred AI approach, grounded in validated business opportunities. Our proposition has been shaped with leading industry experts, giving us the depth to move seamlessly from strategy to implementation and capability build. Unlike large consultancies, we focus on deep expertise over generalist models, bringing the same calibre of talent at a more sustainable cost.
If you’re exploring how AI can create value in financial services while staying compliant, our team are well-positioned to support you. If you'd like to learn more about our AI strategy programme, book in a discovery session, or learn more about the current state of AI adoption in financial services, please contact the team by filling out the form below.
