Every bank investment case makes a promise, but few teams can confidently say which assumptions that promise rests on. Cases get sent back for rework and decisions stall – exactly what organizations cannot afford in the age of AI.
As banks invest in projects today (including AI adoption), the cost of not understanding the few critical factors that drive outcomes rises. Uncertainty is higher, and the impact arrives sooner. A high-confidence yes-or-no decision matters more today than ever.
This conversation draws on interviews with more than a dozen current and former senior bankers at global and regional banks, and on lessons from industries that make high-stakes bets as a matter of course. You'll learn:
Why the business case approach in many banks is flawed and how a different approach can inspire confidence among teams and decision-makers;
How to identify the critical few assumptions or issues that matter the most and how to address them ahead of time with a test-and-learn approach;
What banks can learn from other high-stakes industries that routinely have to de-risk big bets before committing capital.
For the teams who build, sponsor, or review investment cases.
Register Today!
When: Thursday 12 November, 12:00 to 1:00pm ET
Where: Online (hosted by SmartOrg)
This webinar is in collaboration with SmartOrg, who help R&D-intensive companies decide which big bets to fund, and what to learn first. I'll be joining Doug Williams of SmartOrg for a 60-minute conversation on what to do about it.
First-Time Approval: Building High-Confidence Business Cases in Banking (and Beyond)
Lessons from high-stakes industries on finding the few assumptions that decide a case, as AI raises the stakes
Our Speakers
David Milligan: David has spent 25 years taking new products and businesses from business case to launch at the intersection of banking and fintech. He led innovation and ventures at a large bank for a decade, co-founded a fintech-bank partnership platform that KPMG acquired, then joined KPMG to advise banks worldwide on technology partnerships. Today, as founder of Ulysses Partners, he helps banks and fintechs build and de-risk new products, businesses and partnerships.
Doug Williams: Doug leads the innovation practice at SmartOrg, a software and services firm helping organizations in pharma, manufacturing, energy, technology, and other R&D-intensive industries decide which projects to fund and what to learn first. He works with innovation and portfolio leaders to turn uncertain opportunities into confident investment decisions.