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INDUSTRY SPECIFIC AI USE
Accounting, Finance & Investment
Unlock time savings and reporting accuracy without compromising financial integrity
Common Challenges
Excessive time spent writing financial narratives or board-ready reports
Informal use of public GenAI tools raises confidentiality concerns
Repetitive proposal drafting drains advisor capacity
Pressure to scale insights while maintaining audit-ability
USE CASE ONE
Use Case: Automated Narrative Drafting
Challenge: Hours spent writing explanations and commentary.
AI Solution: AI generates draft narratives from structured financial data.
Benefit: Cuts prep time, speeds up insights, experts keep interpretation/sign-off.
Risk: If not reviewed, AI could introduce errors or unvetted assumptions.
USE CASE TWO
Use Case: Proposal Drafting Support
Challenge: Advisors draft repetitive proposals, eating into strategic time.
AI Solution: Templated GenAI workflows for custom, consistent proposals.
Benefit: Boosts responsiveness and saves time, maintains tone/accuracy.
Risk: Unreviewed drafts may have outdated or incorrect info—review is key.
Suggested Starting Points
Foundations of AI Readiness Workshop
AI Policy Workshop
Strategic Roadmapping
AI Readiness Deep Dive
Data Readiness Assessment
"AI offers real speed gains in reporting and client work—but trust and transparency still matter most. With the right structure, finance leaders can harness AI as a trusted assistant—not a risk amplifier."
NEXT STEPS
You’re Ready. Let’s Build the Foundation Together
These are not generic trainings—they’re guided working sessions. Each is designed to help your organization progress toward responsible AI adoption. Start with one, or stack multiple to create meaningful change.
Hear what Lisa had to say about our free training!
The Smart Dolphins team provides engaging and interesting Microsoft product training. Their expertise enables them to structure clear and concise sessions suitable for users of all levels. Participants gain valuable insight into using both familiar and new features to boost productivity and streamline work processes. The accompanying handouts and workbooks offer essential reference and practice resources, and my skill levels have improved significantly as a result of attending these sessions. I highly recommend their training!
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