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AI strategy & roadmap

A detailed assessment of your business priorities, your data, processes and people. Then an AI strategy and a roadmap with the highest priority initiatives for revenue growth and operational efficiency.

Discuss your AI prioritiesTake the assessment

The questions it answers.

Helps executive teams prepare a clear AI strategy anchored in their business ambition, and a roadmap on how to achieve their intended outcomes, at pace.

  1. What is our AI ambition, in the terms our business already uses?

    Answered in the AI roadmapAn AI ambition, in business terms

  2. Where can AI improve revenue, margin or efficiency?

    Answered in the AI roadmapA clear view of preferred business outcomes

  3. Are our data and our people ready to deliver?

    Answered in the AI roadmapData and talent readiness and gaps

  4. In what order should we fund our priorities, and what should we stop?

    Answered in the AI roadmapA sequenced portfolio

What you leave with.

NuVantExample: a financial services firm

AI roadmap

Prepared for the executive team

Our ambition

Use AI to keep more maturing deposits and to move credit and compliance work faster, with our own teams doing the work.

Priority initiatives

  1. 1Retention pricingGrow revenueCommercial banking team
  2. 2Credit memo draftingRun betterCredit team
  3. 3KYC file reviewRun betterCompliance team

Readiness

Data
Partly ready
People
Ready
Process
Ready
Technology
Gap to close

First 90 days

Retention pricing, owned by the commercial banking team

  1. Days 1 to 30Analyze every maturing deposit, recommend retention offers and pricing
  2. Days 31 to 60Price the next maturities with the score beside them
  3. Days 61 to 90Compare with last year's retention and decide whether to scale

How it runs.

AI strategy & roadmap4 to 6 weeks

  1. Weeks 1 to 2

    Confirm Starting Point

    We start from the AI assessment's priorities, or from a short baseline if you have not run one.

  2. Weeks 3 to 4

    Design

    Ambition, business outcomes, data and talent readiness, and the sequenced portfolio, worked through with your executive team in a few focused sessions.

  3. Weeks 5 to 6

    Launch

    The roadmap goes to its owners with expected outcomes, and the first quarterly review is on the calendar.

First quarterly review

Who is in the room
  • NuVantLeads the work with your executive team
  • Your CEO and executive teamOwn the ambition and the decisions
  • Initiative ownersShape their own plans and measures
  • Outside talentOnly where the plan needs a skill your teams lack

How we work together.

The roadmap is written to be run by the people already in the room, at the meetings you already hold. NuVant shapes it with them, so your team inherits the plan they create.

How the approach works
An empty boardroom with a long table and chairs behind frosted glass

Before you ask.

What leadership teams ask most before a first call.

Something else on your mind?

Bring it to a first conversation with NuVant.

Discuss your AI priorities

  • No. It's a business strategy to drive growth and/or efficiency with AI. Technology choices may be embedded within it as needed.

  • Your CEO and executive team for a few working sessions, and the leaders who run the areas in scope for short interviews. We keep the ask small.

  • No. The online assessment is eight questions that start a conversation. AI strategy & roadmap is the engagement, led by NuVant with your executive team.

  • Your executive team. Decisions, owners and measures are set up around the people and meetings you already have.

  • Yes, if it helps. For example, NuVant can bring in additional AI talent, run the program or just join the quarterly reviews once the rhythm settles in.

Other services.

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Start with a conversation.

Bring the AI question your leadership team keeps coming back to. If you would rather start on your own, the online assessment takes about three minutes.

Discuss your AI prioritiesTake the assessment
A first conversationWith NuVant
  1. 1Your growth and efficiency goals for the next year
  2. 2The AI ideas already on the table
  3. 3Whether an AI strategy and roadmap is the right first step