Artificial intelligence
 •  
March 19, 2025

The framework financial institutions are using to launch AI—faster (AI workshop)

Zennify Team
By
Zennify Team

AI Workshop Recap

AI is everywhere—but value isn’t. According to BCG, only 4% of organizations have developed AI capabilities that drive significant impact. The other 96%? Still navigating the same roadblocks: unclear strategy, scattered initiatives, data silos, and no defined path to ROI.

If that sounds familiar, you’re not alone, and you're not behind. But you do need a plan.

That’s why Zennify and Terazo hosted a virtual AI workshop to help financial institutions cut through the noise and move from AI conversations to real outcomes.

Watch the full AI workshop here >

ai workshop readiness framework

Here are three takeaways to help you get started:

1. Start with a high-impact, low-lift AI use case

Don’t boil the ocean. Don’t start with the flashiest idea. The most successful AI programs start with a single use case that checks three boxes:

  1. It supports a strategic priority (like customer service or fraud prevention)
  2. The data to support it already exists
  3. The expected ROI is measurable

For example:
One retail bank used AI to power a virtual assistant that deflected 30% of inbound service calls—freeing up staff and improving customer satisfaction. That single project laid the foundation for broader AI adoption.

2. Use a structured AI framework to align stakeholders

Most AI projects stall because they lack internal alignment. Our Five Pillars of AI Discovery help teams move forward with clarity:

  1. Objective definition: What’s the use case? What does success look like?
  2. Data assessment: Is the data accessible, high-quality, and usable?
  3. Responsible AI: Are ethical, regulatory, and security risks addressed?
  4. Solution design: Is the architecture production-ready, not just a prototype?
  5. AI Ops strategy: Who owns deployment, monitoring, and iteration?

This framework turns AI from a vague idea into a business initiative with structure and accountability.

3. Focus on data, not just models

AI tools are evolving fast, but the underlying truth hasn’t changed: Your outcomes are only as good as your data. Ali Ghodsi, CEO of Databricks, puts it plainly: “AI is becoming essential, but the true value lies in the data that fuels these models.”

Before investing in another platform or model, ask:

  • Do we have the right data infrastructure in place?
  • Can we access and activate that data across teams and systems?
  • Have we modernized beyond legacy warehouses?

The workshop includes a data readiness assessment to help teams answer these questions honestly—and plan next steps.

Watch the full AI Workshop

If you're exploring AI at your institution but need a clearer roadmap—this session is for you. You’ll get expert guidance, real use cases, and a repeatable approach to unlock value quickly.

Watch the on-demand AI workshop >

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