In collaboration with EXL, Everest Group delivers a new report designed for banking and capital markets (BCM) leaders ready to scale AI and transform customer experience.

The report explores the shift from experimentation to execution, offering five critical lessons for scaling AI impact:

• Prioritization & targeting: Identify high-value AI use cases to maximize strategic outcomes.
• Sourcing & delivery: Balancing in-house capabilities, partnerships, and off-the-shelf solutions.
• Execution: Build Systems of Execution (SoE) to turn insights into real-time customer actions.
• Governance: Implement strong frameworks to ensure ethical use, compliance, and ethical AI use.
• Impact realization: Track results with KPIs, quick wins, and cultural adoption.

This report offers actionable insights to boost productivity, strengthen trust and enhance agility – helping leaders move beyond pilots and achieve enterprise-wide CX transformation with AI.

Download the report to gain insights and strategies for unlocking competitive advantage.