AI in Finance - Identification Worksheet

This worksheet will help identify where AI applications can add the most value.

Use the drop down cells in the light tan boxes in column E-G to answer how Important Speed (column E), Accuracy (column F) and Handling Large Volume (column G) are to each of the Competencies listed. (Specfic wording in Column D under each Core Competency can be change to fit your nomenclature.)

Those Competencies with the highest scores show the most promise for AI application.

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