The reality of designing AI for financial institutions is that every client wants something slightly different.
The good news is, our agents are configurable, so we can meet a wide range of initial client needs quickly. But beyond that, deeper prioritisation becomes critical.
And at this point, I tend to dust off my old consulting toolkit (sorry) and draw up a simple two-by-two:
Time vs. impact.
We use this to map different product features and evaluate the priorities. Then we start with the quick-to-access, high-impact features, and work our way around the other quadrants.
It sounds basic and the team tend to laugh at the simplicity. But it works.
It keeps us focused on doing the right things at the right time. Not just the loudest requests in the room.
