Case Studies | FinTech

From AI ambition to operational capability

AI Strategy and Implementation Support

About

A FinTech business working with Cloud Combinator on AWS. The client is anonymised at their request.

Challenge

The challenge had three focus areas, each about making AI adoption real, safe and measurable inside a regulated firm.

Closing maturity gaps in the right order

The client's own maturity grid highlighted six priority areas, from vision and alignment through to data readiness, use-case portfolio and upskilling. The engagement had to close the biggest gaps first rather than chase scattered experiments.

Preparing data and governance for AI

Generative AI only performs as well as the data it can reach, and a legacy file-share estate constrained tools like Copilot. Alongside that, an updated

Proving value and adoption

Leadership needed to see tangible return, not promises. The work had to define success metrics, capture baselines, and instrument pilots so that value and adoption could be tracked in real time.

Solution

Cloud Combinator structured the engagement as four deliberately sequenced phases, each mapped to the client's priority maturity gaps, so the client always knew what was being done, why, and when value would appear.

6 months

Plan to close all six priority maturity gaps (projected)

30%

Targeted reduction in proposal drafting time (projected)

4 phases

Discover, Design, Pilot and Scale delivery model

By the numbers:

  • 6 months - Plan to close all six priority maturity gaps (projected)
  • 30% - Targeted reduction in proposal drafting time (projected)
  • 4 phases - Discover, Design, Pilot and Scale delivery model
Changes

The engagement delivered a complete, costed programme designed to take the client from AI experimentation to an operational, governed capability, sequenced across six months and mapped to the firm's own maturity priorities. The figures below are the targets defined with the client, to be measured against captured baselines.

  • A clear roadmapAn one-page AI vision, a prioritised top-six use-case list, and a sequenced twelve-month roadmap tie every activity back to business value.
  • Governance built inAn updated AI usage policy and policy-in-a-box guardrails, with security and model-risk checkpoints designed into every sprint rather than bolted on at the end.
  • Two measurable pilotsA Copilot-enabled proposal studio and an automated client-report generator, each instrumented so leadership can see baseline versus pilot performance.
  • ROI tracking frameworkDefined success metrics across productivity, process efficiency, adoption, client experience and financial impact, fed by baseline capture and a live dashboard.
  • HandoverA build-operate-transfer pattern was designed in, with Cloud Combinator standing up the capability, co-running it with the client's staff, and handing over a documented, self-sustaining operation to avoid vendor lock-in.

With the roadmap, governance foundations and pilot designs in place, the forward path is to run the pilots against captured baselines, scale the high-performing use cases across service lines, and refresh the roadmap quarterly as new tools and regulatory guidance emerge.

AWS Stack

Microsoft Power BI

For the real-time adoption and ROI dashboard.

Amazon SageMaker

And Amazon Bedrock as alternative-cloud options where specialised services offer differentiated value, keeping the design vendor-neutral.

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