AI Roadmap for Fintech

The newest generation of GenAI capabilities will be transformational for Fintech and related SaaS businesses…it also can be overwhelming. 

One approach is to map AI to Your Customer Journey - from solution discovery and awareness to onboarding and finally customer impact and growth (thanks Matt Marino for the recent discussion on "bowties" and recurring revenue models)

At the core of your journey is your proprietary business platform “engine” - whether it’s b2b payment orchestration, treasury, a2a management, payment processing or risk management solutions. 

Top of mind use cases center around complex reconciliation needs, transaction optimization (reduction in failures, least cost routing), pricing and cost mitigation, funding management, and too many to count when to comes to risk and fraud operational efficacy and efficiencies.

Making your customer’s journey the focus of use case mapping for AI related capabilities will help distill down initiatives for a scalable growth portfolio  (a topic I’ll dive into separately), and prioritize efforts how they should be - based on delivering value for your customers and the resources required to execute.