Quick GenAI Wins for Financial Services

Generative AI is reshaping how financial services firms engage clients, compete in the market and deliver value. So it’s no surprise many of those firms have bold GenAI initiatives on the drawing board. The challenge? Too many never move beyond that stage.

On the other hand – as we’ve covered recently – racing to market with a half-baked pilot program that doesn’t address a core business need is problematic in its own way: Nobody ever underwhelmed their way to success.

When we speak with financial services marketers looking to up their GenAI game, we strongly suggest they align their GenAI initiatives with corporate growth strategies. Here are some examples of relatively simple GenAI programs that support firm-wide growth – regardless of the specifics of that growth strategy.

Still building decks manually for every RFP, client review or investment committee? You won’t be, once you implement a GenAI workflow that can assemble compliance-ready slides in minutes, pulling from approved content libraries and prior work. That means less time on busy work and approvals – and more time for honing your pitch.

Do your analysts and product teams spend hours combing through filings, market data or competitive disclosures? GenAI is scary-fast at parsing and analyzing massive datasets in seconds, surfacing the key insights that matter. Faster research frees up top people to focus on interpretation, not information-gathering.

The sales process often stalls between first meeting and second call. GenAI can generate hyper-relevant, context-aware follow-ups triggered by prospect actions – e.g., website visit, a downloaded article, change in portfolio – keeping the conversation warm without adding to sales’ workload.

Drafting content that’s accurate, compelling and compliant is a bottleneck in most firms. With GenAI, teams can generate compliant first drafts in minutes, dramatically reducing review cycles. The result: campaigns in market with more speed and less frustration.

Weekly reports get old fast. GenAI can stream competitive signals directly to sales, marketing and product teams, arming them with timely insights that can change the outcome of a client conversation.

These GenAI programs aren’t moonshots. They’re fast-payback initiatives that build momentum – and serve as practical models for scaling GenAI across the enterprise.