- Fintech
- AI
- Automation
- Product
- Analytics
AI audit and roadmap for a fintech company
An audit of business and operational processes at a fintech company, with a phased AI roadmap and prioritised automation scenarios
The task
Audit the business and operational processes and identify where AI should be introduced
What we delivered
Full audit of the company’s business processes
Analysis of customer support processes
Analysis of internal operational processes
Identification of the points where AI delivers the greatest economic effect
A digital transformation roadmap
An implementation strategy for AI Support Agents and other AI solutions
Technologies and tools
Methods and standards
- Business process auditA full review of the company’s operational processes
- Support process analysisAssessing customer support as an automation candidate
- AI roadmapA phased digital transformation roadmap
- AI Support AgentsA recommended direction from the audit, not a system that was built
Key outcomes
A phased AI roadmap was defined for the company
Priority automation scenarios were identified
Recommendations for reducing operating costs were prepared
The groundwork was laid for scaling AI across the company’s products