Financial services
AI Strategy
& Use-Case Portfolio
Seven departments, forty ideas and no shared yardstick for deciding what came first. In five weeks that became one portfolio with eight use cases, an investment logic and a board that said yes.
Proof in numbers
AI in Europe
European brands already running AI in production.
Not my clients. Examples of what happens once AI moves past the pilot stage.
- Klarna
Sweden
AI customer service assistant
- Zalando
Germany
Fashion assistant for product advice
- Financial services
Investment firm
AI strategy and use-case portfolio
- Booking.com
Netherlands
AI Trip Planner for travel planning
- Siemens
Germany
Industrial Copilot for engineering
- Retail
Enterprise retailer
AI-driven vendor selection
- Spotify
Sweden
AI DJ and personalized playlists
- Mercedes-Benz
Germany
Generative voice assistant in the car
- Industrial / B2B
International manufacturer
AI roadmap and leadership
- ING
Netherlands
Generative chatbot for customer queries
- L'Oréal
France
Beauty Genius: personalized advice
- Financial services
Financial services firm
KYC accelerated with AI document analysis
- SAP
Germany
Joule: copilot in business software
- Carrefour
France
Hopla: grocery shopping assistant
- Strategy & AI
SaaS scale-up
AI readiness assessment
- Adyen
Netherlands
AI-driven payment optimization
- Philips
Netherlands
AI in medical imaging
- Proces & productivity
Professional services firm
Internal AI assistant for knowledge workers
ervaring, impact ↓
20+ jaar ervaring
real impact
Situation
A mid-sized investment firm had named AI a strategic theme. Every team had taken that and run with it: due-diligence support, portfolio monitoring, report generation, deal sourcing. Separate initiatives, each with its own vendor in mind and its own definition of success.
Challenge
The CFO had to bring an investment proposal to the partners but could not explain why one initiative got budget and another did not. There was no shared yardstick, and without one every conversation became a question of who lobbied hardest.
Approach
In two weeks we gathered forty ideas and narrowed them to eighteen worth assessing seriously. Every use case got the same treatment: which business outcome, what data is needed, who owns it, what is the change burden, and what does it cost if it fails. Scoring happened in a joint session, not in my spreadsheet.
Decision
Eight use cases made the portfolio, split across three themes: deal preparation, portfolio insight and internal productivity. Ten were dropped, each with an explicit, documented reason. That last part turned out to be the most valuable thing in the months after: dropped ideas did not quietly resurface.
Result
The board approved the portfolio in a single session, including budget for the first four use cases. The €1.2M impact potential over 24 months was substantiated use case by use case, with the assumptions visible, so the board knew exactly where the uncertainty sat.
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