6/10/24

Financial Services: AI Literacy & Enablement

Yellow Flower

Customer Background

Project

Outline

A major financial services

company with over 20K

employees wants to save

$20M leveraging AI while

connecting their AI COE to

business units.

Enable more employees

with “everyday AI” tools and

drive adoption, identify

“game changing” AI use

cases to collaborate with

the COE on.

The AlignAI platform

increased AI literacy,

registered high-value AI use

cases, and drove increased

collaboration between the

COE and the business.

The Approach

  • Role Specific Playbooks: AI

    Foundations playbooks that highlight

    company-specific AI policies and tools

    available for each person in the

    organization.

  • Best Practices: AI prompting best

    practices and how to identify and

    scope a use case for AI.

  • Use Case Registry:  Business users

    leveraged our use case copilot to

    identify strategic opportunities and

    inefficiencies that AI can support.

  • Enablement Playbooks: Catalog of real

    examples of AI usage across the

    enterprise to drive adoption.

Success Metrics

  • Increased Copilot Utilization: More

    associates leveraging Microsoft M365

    Copilot in their everyday tasks with a

    monthly 30% lift, saving an estimated

    total of 5,000 per week.

  • More, High-Value AI Use Cases Identified: $25M of value identified over

    6 top AI use cases derived by the

    finance department.

  • Increased Data & AI Literacy: Survey

    results show a lift in Data & AI Literacy

    across roles by 30%, driving more

    participation in data & AI initiatives and

    adoption.

AlignAI Package

To achieve these results, the company invested in a comprehensive AlignAI package:

  • AlignAI Platform: Starter license with Playbook Studio, Playbook Library, Use Case Catalog, and Solution Repository.

  • Live Training: Enablement training for Microsoft M365 Copilot for over 1,000 associates across the enterprise + office hours.

  • GenAI Solution Design & Development Support: Assist in designing and building custom generative AI solutions with the AI COE team.