WORKSHOP
2-Day AI Strategy Workshop
Transform Your Financial Institution with AI in 90 Days, Not 18 Months
For Banks, Asset Managers & Hedge Funds
€25,000 Fixed Price
Get a board-approved AI strategy with clear ROI in just 2 days
Your Challenge
- • Competitors using AI are analyzing 10x more opportunities
- • Your best talent is leaving for AI-forward firms
- • Board asking "What's our AI strategy?" every quarter
- • Vendors pitching €1M+ solutions you don't understand
- • Every week you wait, you fall further behind
Day 1: Assessment & Opportunity Mapping
Morning Session (9:00 - 12:30)
Current State Analysis
- Infrastructure Audit: Map your existing data capabilities
- Quick Wins Identification: Find 90-day implementable solutions
- Competitive Benchmarking: See exactly where you stand vs peers
- Gap Analysis: Prioritize what to build, buy, or partner
Competitive Intelligence Briefing
- • What JPMorgan, Goldman, and UBS are actually building (not PR)
- • Real budgets and team sizes at peer institutions
- • Vendor landscape: who's real vs vaporware
Afternoon Session (14:00 - 17:30)
Use Case Prioritization Workshop
- 20+ Proven AI Applications: From portfolio optimization to compliance
- ROI Calculations: Expected returns for each use case
- Implementation Roadmap: Your personalized 3-6-12 month plan
- Resource Requirements: Exactly what team and budget you need
Risk & Compliance Deep Dive
- • Regulatory requirements by jurisdiction (MiFID II, GDPR, Basel III)
- • Model governance and explainability frameworks
- • How to satisfy regulators and board oversight
Day 2: Strategy & Execution Planning
Morning Session (9:00 - 12:30)
Vendor Evaluation Masterclass
- Build vs Buy Matrix: When each approach makes sense
- Vendor Scorecards: Based on 50+ vendor evaluations
- Contract Pitfalls: Hidden costs and lock-ins to avoid
- Case Study: How we saved a Swiss bank €5M on vendor selection
Technical Architecture Design
- • Cloud vs on-premise decision framework
- • Data architecture for AI: lakes, warehouses, and mesh
- • Integration patterns with Bloomberg, FactSet, and internal systems
- • Security and data governance requirements
Afternoon Session (14:00 - 17:30)
Team Building & Change Management
- Hiring Strategy: Data scientists vs AI engineers vs MLOps
- Org Structure: Central AI team vs embedded model
- Upskilling Plan: Transform existing talent
- Culture Change: Creating AI champions across departments
Board Presentation Preparation
- • Executive summary with 3-year financial projections
- • Risk mitigation and governance framework
- • Success metrics and milestone tracking
- • Budget approval package
Workshop Deliverables
- ✔ 50+ page strategic report with actionable recommendations
- ✔ Board-ready presentation deck (20 slides)
- ✔ Vendor evaluation framework and scorecards
- ✔ Technical architecture blueprints
- ✔ 3-year budget model with ROI projections
- ✔ Implementation roadmap with 90-day quick wins
- ✔ Team hiring and training plan
- ✔ 30 days of follow-up support via email/calls
Why This Workshop Works
Unlike consultants who deliver PowerPoints, I've actually built these systems.
I built a Bloomberg competitor with just €50k (not €50M), deployed 27B parameter LLMs in production, and saved banks millions on AI implementations. This workshop condenses 25 years of experience into 2 intensive days.
Ready to Lead Your Industry in AI?
Marco Gruppo | Harvard PhD | FactSet Partner
Former CEO/CTO | 4 AI Patents | 25 Years in Capital Markets
Book Your Workshop: marco@gruppomarco.net
Schedule a Call: calendly.com/marco-gruppomarco/30min