AI Strategy Workshops

Executive AI Strategy
Workshops.

Intensive, boardroom-ready sessions designed for C-suite leaders in financial services. Choose from 1-day workshops, 3-day discovery sprints, and 5-day transformation programmes.

Workshop Catalogue

Choose your focus.

Each session is tailored to your organisation's AI maturity and strategic priorities. Filter by format to find the right fit.

Financial Crime1-day

AI Agent-Led Financial Crime Oversight Strategy

AI-driven oversight model using autonomous compliance agents for AML & sanctions

CCO / Head of FCCAgentic AI, Regulatory Alignment
Regulatory / Compliance1-day

Generative AI Risk Governance Framework

Define governance guardrails and risk registers for safe GenAI adoption

CRO / Head of RiskResponsible AI, GenAI Guardrails
Financial Crime1-day

Adversarial ML Defence Playbook for AML Models

Develop playbook to detect, defend, and audit AML models against adversarial attacks

CISO / Head of Data ScienceAdversarial ML, AI Security
Cross-Functional1-day

AI Maturity & Readiness Assessment for Tier-1 Banks

Executive-level AI maturity scorecard and 12-month transformation roadmap

CIO / Head of AIAI Maturity Model, Benchmarking
Regulatory Affairs1-day

AI Regulation Readiness under EU AI Act and DORA

Clear mapping of obligations and gap analysis for AI-enabled systems

Compliance DirectorAI Regulation, DORA, AI Act
Financial Crime1-day

GenAI for Investigator Augmentation in AML

Strategy to embed LLM-based investigative copilots reducing alert fatigue

Head of OperationsGenAI, AI Co-Pilots
Trading1-day

Trading Intelligence using AI Agents

Roadmap to deploy trading support agents for risk prediction

Head of Markets / CIOAgentic AI, Predictive AI
Trading / Technology1-day

AI Cost-to-Value Optimisation in Capital Markets

Evaluate infrastructure and cloud cost models vs. AI ROI

CFO / CTOAI Infra Optimisation, FinOps
Cross-Functional1-day

Responsible AI KPI & Metrics Development

Define measurable KPIs for AI Ethics, Safety, and Transparency

Board / Ethics CommitteeResponsible AI, KPI Modelling
Risk / IT1-day

MLOps & Model Governance Strategy for Tier-1 Risk Models

End-to-end MLOps governance blueprint for regulatory alignment

Head of Model Risk / CROMLOps, AI Assurance
Compliance / Conduct1-day

AI-Enabled Conduct Risk Monitoring

Design of AI Agent framework to monitor behavioural compliance

Head of Conduct RiskAI Agents, Behavioural Analytics
Financial Crime1-day

AI-Driven Sanctions Intelligence Strategy

Target operating model for sanctions monitoring automation

Head of Sanctions / FCCGenAI, Explainable AI
Organisation-wide1-day

AI Training & Executive Upskilling Framework

Define plan for executive AI awareness and AI capability building

HR Director / COOAI Literacy, AI Culture
Risk / IT1-day

Secure AI & Data Lineage Strategy

Blueprint for secure AI lifecycle, data lineage, and provenance tracking

CISO / CTOAI Security, Data Governance
Technology / Innovation1-day

Vibe Coding & AI Collaboration Framework

Strategic approach to integrate human-AI collaboration using vibe coding

CTO / Head of InnovationVibe Coding, Human-AI Collaboration
Payments / FinTech3-day

AI Use-Case Prioritisation for Payments Firms

Prioritised AI opportunity matrix and ROI-based roadmap

CIO / Head of AIAI Maturity, Responsible AI
Payments / Banking3-day

GenAI-Driven Customer Support Transformation

Feasibility study and governance blueprint for GenAI rollout

Head of OperationsGenAI, AI Guardrails
Financial Crime3-day

AI-Enhanced Transaction Monitoring Re-design

Blueprint for AI-driven TM with projected 40% alert reduction

Head of FCCAI Agents, Adversarial ML Defence
Technology / Risk3-day

Secure AI Infrastructure & MLOps Modernisation

MLOps readiness report and modernisation roadmap

CTO / Head of EngineeringMLOps, AI Observability
WealthTech3-day

AI Strategy Sprint for Wealth Management

Use-case map and 6-month roadmap for portfolio management, risk profiling, and ESG scoring

Head of Wealth / CIOGenAI, Predictive AI
Cross-Functional3-day

Responsible AI & Compliance Readiness Assessment

Compliance gap analysis and governance action plan under AI Act/DORA

Compliance DirectorResponsible AI, Regulation
Embedded Finance3-day

AI in Embedded Finance Risk Management

Opportunity framework for embedded AI risk controls in credit, fraud, and transaction monitoring

Head of RiskAgentic AI, Secure AI
Risk / Data Science3-day

Adversarial ML and Model Robustness Sprint

Model threat assessment and defence plan

Head of Data ScienceAdversarial ML, AI Security
Technology / CFO3-day

AI Cost & Cloud Efficiency Benchmark

FinOps and AI ROI benchmarking report with optimisation opportunities

CFO / CTOAI FinOps, Infra Optimisation
Financial Crime / Operations3-day

AI-Enabled KYC & Onboarding Acceleration

AI onboarding PoC proposal and ROI model for document validation and anomaly detection

Head of OperationsGenAI, NLP, Computer Vision
Data / Governance3-day

Data Readiness & Synthetic Data Generation Sprint

Synthetic data readiness assessment and plan

Head of DataSynthetic Data, Privacy AI
HR / Leadership3-day

AI Culture & Capability Building Sprint

AI skills matrix and talent roadmap

HR Director / COOAI Literacy, Responsible AI
Regulatory Affairs3-day

AI-Based Regulatory Reporting Simplification

Target operating model and AI reporting roadmap

Head of Regulatory ReportingGenAI, Document Intelligence
Fraud / Risk3-day

Fraud & Financial Crime Intelligence Sprint

AI model design outline and pilot plan for predictive fraud detection

Head of FraudPredictive AI, ML Explainability
Innovation / Strategy3-day

AI Innovation Portfolio Alignment

AI innovation governance framework aligned with business goals and compliance

CIO / Head of StrategyVibe Coding, Agentic AI
Financial Crime5-day

GenAI Copilot for AML Case Resolution

Working copilot integrated with sample cases and risk control layer

Head of FCCGenAI, Responsible AI
Financial Crime / Onboarding5-day

AI Agent-Driven KYC Automation PoC

Live KYC workflow automation prototype

Head of OperationsAgentic AI, Secure AI
Trading / Markets5-day

Trading Intelligence Agent Prototype

Real-time trading insight dashboard synthesising market data, ESG scores, and sentiment

Head of Markets / CIOAgentic AI, Predictive AI
Regulatory Affairs5-day

AI Act Compliance Automation Engine

Compliance dashboard auto-mapping systems to obligations

Compliance DirectorGenAI, AI Governance
Risk / Security5-day

Adversarial ML Detection & Defence System

Defence framework with live testing dashboard

CISO / Head of Data ScienceAdversarial ML, Secure AI
Payments / FinCrime5-day

AI-Enabled Payments Fraud Predictor

Fraud prediction model with explainability to reduce false positives

Head of FraudPredictive AI, Explainable ML
Customer Service / Risk5-day

Responsible GenAI Sandbox for Customer Comms

Sandbox with guardrails and red-flag detection for regulated client communication

Head of Customer ServiceGenAI, Hallucination Control
Data Science / IT5-day

MLOps Governance Prototype

MLOps pipeline with governance integration for automated model versioning, audit, and monitoring

Head of Model Risk / CROMLOps, AI Observability
Finance / TechOps5-day

AI Cost Optimisation Engine

Cost-to-value dashboard and optimisation rules for AI workloads

CFO / CTOFinOps, Infra Optimisation
Data / Compliance5-day

Synthetic Data Generator for Model Training

Generator tool with privacy compliance validation for AI models

Head of DataSynthetic Data, Privacy AI
Risk / IT5-day

Secure AI Infrastructure Blueprint

Blueprint validated against adversarial and data lineage tests

CISO / CTOSecure AI, Adversarial ML
Regulatory / Compliance5-day

AI-Driven Regulatory Reporting Bot

Working prototype generating draft compliance reports using GenAI

Head of Regulatory ReportingGenAI, Document Intelligence
Conduct Risk5-day

AI Behavioural Risk Analytics PoC

Behavioural analytics dashboard modelling data to flag potential misconduct

Head of Conduct RiskAI Agents, Responsible AI
Investment / ESG5-day

AI-Powered ESG Scoring Engine

ESG insight engine with visual scorecards for sentiment and compliance scoring

Head of ESG / CIOGenAI, Predictive AI
Engineering / Innovation5-day

Vibe Coding Collaboration Assistant

Working Vibe-Coding assistant integrated with dev tools for code review and collaboration

CTO / Head of InnovationVibe Coding, Human-AI Collaboration

How it works

From brief to blueprint.

1. Discovery Call

We align on your strategic priorities, AI maturity, and desired outcomes before the session.

2. Workshop Delivery

A facilitated, intensive session with your leadership team — frameworks, exercises, and real-time strategy design.

3. Deliverable Pack

You receive an executive-ready strategy document, roadmap, and action plan within 5 business days.

Ready to accelerate
your AI strategy?

Get in touch to discuss which workshop is right for your leadership team.