AI for finance: where to start

Starting points from SAZ, ordered from lower to higher risk. Which one fits depends on your data, governance and team.

1. Answer staff questions from approved procedures (lower risk)
2. Extract data from financial documents (medium risk)
3. Draft client meeting summaries for adviser review (medium risk)
4. Flag unusual transactions for human review (higher risk)

This sector may have extra rules. Check the AI & Privacy Checker before you start.

Score your readinessSAZ's finance practice