AI Readiness Program for a National Financial Institution

01 — CHALLENGE

A large financial institution wanted to adopt AI across customer-facing services — but first needed its security management brought to certifiable standard and its staff prepared to operate AI systems responsibly.

02 — APPROACH

We sequenced the engagement security-first: an ISO 27001 gap analysis and ISMS deployment roadmap, followed by a structured AI training program for staff, and finally full SRS and build specifications for a customer-facing product calculator and a bond-management platform.

03 — DELIVERABLES

• ISO 27001 gap analysis and ISMS deployment roadmap
• Role-based AI training program and materials
• SRS and build specification: product profit calculator
• SRS and build specification: bond management platform

04 — OUTCOME

The institution now holds a governance-sequenced path to AI adoption: security posture mapped, staff trained, and two platforms specified to build-ready standard.