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AI Strategy

Your AI Maturity Score Is Just a Starting Line

Article

I maturity assessments are a legitimate tool. They're also insufficient on their own. Here's why the conversation stops too early, and what public companies and PE firms need to ask next.

AI Is Already Your Customer's Second Opinion

Article

76% of consumers have already used AI to research a financial product. But the disruption is landing unevenly across categories, and there's a massive gap between research and transaction. New survey data on where AI sits in the channel mix and what financial services companies should do about it.

Your AI Strategy Is Missing the Revenue Line

Article

Most AI strategy decks start with cost. Automate processes, deploy copilots, consolidate back-office. It's all inward-facing. The question that should be on page one: how does AI change the way your customers find you, evaluate you, and buy from you? That's where the existential risk lives.