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.

Read the article that accompanies this article!