Enterprise AI Foundation for financial services

In financial services, disconnected AI initiatives do not just cost money. They create compliance gaps, slow decisions and erode customer trust. Valtech builds the connected foundation that scales AI across every operation, experience and risk function.

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Belief in AI is high. Confidence in product development is not.

Over 70%

of firms have AI in production, yet many still lack the governance, leadership alignment and operating models needed to realize enterprise-wide value. (Forrester)

Only 22%

of companies have advanced beyond proof-of-concept to generate measurable AI value. (BCG)

Only 39% 

of organizations report any EBIT impact from AI at the enterprise level. (McKinsey)

 

What you get

  • Clear visibility on where AI value is trapped

    Identify the workflows — from credit decisioning to claims processing — where AI is underperforming or creating compliance risk. 

  • A prioritized AI orchestration roadmap

    A sequenced plan focused on high-impact FSI opportunities — fraud prevention, hyper-personalized advisory, real-time risk monitoring — tied directly to business outcomes. 

  • A realistic view of your regulatory readiness

    Clarity on your architecture, governance and operating model, with a clear understanding of where your institution is aligned, where risk exists and what needs to evolve to support scalable AI. 

  • A clear path from pilots to production

    A structured approach to turn isolated AI successes into repeatable, auditable capabilities across your institution. 

What this unlocks for FSI institutions

When AI operates as a connected system instead of isolated initiatives, financial institutions can move faster, reduce risk and deliver more intelligent customer and operational experiences at scale.

  • Lower operational costs by eliminating duplicated data pipelines, redundant tooling and manual workarounds across front, middle and back office
  • Faster time-to-value by scaling proven models from isolated pilots into institution-wide capabilities
  • Increased revenue through hyper-personalized wealth advisory, next-best-product recommendations and intelligent customer journeys
  • Improved regulatory trust with embedded governance, explainability and data integrity across every AI initiative
  • Better risk decisions through connected, real-time intelligence across credit, fraud, market and operational risk
  • Customer experiences that earn loyalty through seamless, personalized digital interactions

What

Where we focus

We focus on the orchestration points where AI, data and workflows must connect to drive measurable business outcomes across the financial services enterprise.

  • Connecting fragmented data across core systems
  • Orchestrating workflows across business lines
  • Scaling high-value use cases enterprise-wide
  • Embedding governance, explainability and auditability
  • Aligning AI to experiences that drive growth

How

How it works

A structured path from disconnected AI initiatives to scalable business impact.

  1. Identify where AI creates friction across the business
  2. Assess readiness across data, governance, and operations
  3. Prioritize the highest-value opportunities
  4. Activate a focused use case to prove value quickly
  5. Scale into a connected enterprise capability

Why

Why this approach works

  • Built for the realities of financial services
  • Focused on business outcomes, not experimentation
  • Governance and risk built in from the start
  • Designed to scale across the enterprise
  • Works with existing systems and operating models
  • Aligns business, technology and compliance teams

Subject matter experts

Richard Harris
Vice President, Head of Data & AI 
Mona Champaneri
Senior Vice President, Head of FSI

In partnership with

Scale AI with control

Connect initiatives, reduce risk and turn AI into measurable enterprise impact.

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FAQs

  • What is the Enterprise AI Foundation?

    A structured engagement that identifies where AI value is trapped across your financial institution and builds the connected foundation to turn fragmented initiatives into a scalable, governed system that drives measurable outcomes. 

  • How is this different from a traditional AI strategy engagement?

    It goes beyond strategy. We connect architecture, data, governance and execution, delivering production-ready outcomes, not just a roadmap document. 

  • Do we need an existing AI program in place?

    No. Whether you are running multiple AI pilots or just getting started, the Enterprise AI Foundation is meant to adapt to your current state. 

  • How do you handle regulatory requirements?

    FSI complexity — DORA, MiFID II, Basel III, SR 11-7 and GDPR — is built into our assessment framework from the start. 

  • What about legacy core systems?

    We design around your existing technology estate. You do not need to replatform to get value. 

  • How quickly can we expect results?

    We prioritize a focused starting point: production-ready use cases that demonstrate measurable outcomes in weeks, not months.