Best Practices in Copilot Adoption in Banking

Many banks have chosen Microsoft 365 Copilot as the centerpiece of their AI strategy to improve banker productivity. Bank executives must have an adoption strategy that balances innovation and widespread usage with the governance and compliance rigor. In this article, we detail what we have learned from our own experience and from other banks when…

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The Executive’s Checklist For Bank AI Search

As more prospective customers turn to AI for search, banks must ensure they appear in AI-generated results. To identify best practices, we analyzed top-performing banks and reverse-engineered their tactics, then distilled the findings into a practical primer and checklist for bank executives, product managers, and line-of-business leaders to use in conversations with their marketing teams….

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Vibe Modeling in Banking: Lessons From Predicting The World Cup

Its World Cup mania and creating a model to predict the winner is excellent training for bankers looking to forecast their deposit run off in the future. In this article, we take bankers through a step-by-step process of “vibe modeling” a World Cup model and then apply it to modeling future deposit run off due…

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