Scaling AI in Financial Institutions: A journey from POCs to Enterprise Transformation

Two weeks ago at Risk.net Asia Risk Congress, I spoke about AI adoption in the financial industry, and particularly the complexity to move from AI experimentation to enterprise transformation.

When ChatGPT launched nearly 2 years ago, the excitement was palpable. Even heavily regulated and conservative financial institutions jumped at the opportunity to explore AI, particularly GenerativeAI.

Now that the dust is starting to settle, here’s what I’m seeing as a fractional CDO:
โœ… Successful POCs like AI-driven chatbots, automated document parsing (for example to enhance Know Your Customer (KYC) processes)
โŒ Stalled progress in scaling these successes enterprise-wide
๐Ÿค” Leadership wondering: “Why isn’t this working at scale?”

๐—ช๐—ต๐—ฎ๐˜’๐˜€ ๐—บ๐˜† ๐˜๐—ฎ๐—ธ๐—ฒ?
The roadblocks aren’t in the AI technologyโ€”they’re in the foundation:
๐Ÿงญ Strategic Misalignment: Too many institutions treat AI as a tech project, not a business transformation
๐Ÿ—๏ธ Legacy Architecture: It’s hard to build a superhighway on dirt roads
๐Ÿ“Š Data Silos: You can’t fuel AI with data trapped in organizational vaults

๐—ง๐—ต๐—ฒ ๐—ฃ๐—ฎ๐˜๐—ต ๐—™๐—ผ๐—ฟ๐˜„๐—ฎ๐—ฟ๐—ฑ
1๏ธโƒฃ Data Readiness:
For AI to work at scale, a strong data foundation is critical. Financial institutions need to break down silos, modernize data infrastructures, and invest in clean, accessible data.
2๏ธโƒฃ Cultural Shift:
Beyond technology, leadership must drive a shift in culture to treat data as the true strategic asset it is.
3๏ธโƒฃ Regulatory symbiosis:
In Singapore, we’re lucky that regulatory bodies like MAS are working closely with financial institutions to build trust in AI. Initiatives like FEAT principles (Fairness, Ethics, Accountability, Transparency) and Project Veritas are paving the way for more responsible AI adoption.

๐—ง๐—ต๐—ฒ ๐—ข๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐˜†
Financial institutions that get this right aren’t just adopting AIโ€”they will have the opportunity to reimagine their entire operating model.
As a Fractional CDO, I help companies bridge the gap between AI ambition and enterprise-wide execution, by focusing on Data first.

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