1. What customer or operational problem are we solving?
AI should target clear outcomes such as improving customer experience or reducing operational costs.
2. Where will AI deliver the greatest impact first?
Common high-impact areas include:
contact centres
fraud detection
internal knowledge systems
3. How will AI integrate with core banking systems?
AI solutions must connect to existing infrastructure such as:
core banking platforms
CRM systems
risk management tools
4. How will we ensure security and compliance?
Banks must maintain strict governance around:
data privacy
regulatory compliance
model transparency
5. How will we measure success?
Key metrics may include:
reduced call volumes
faster service resolution
improved customer satisfaction
operational cost savings