Future-Proofing a Legacy Finance Firm with AI
Customer Profile
A well-established financial services firm with a 50-year legacy, over 350 employees, and consistently strong margins. Renowned for its trust, expertise, and people-driven workflows, the firm had long been a leader in its space. But as AI-enabled competitors emerged, pressure mounted to adapt or risk being left behind.
The Challenge
The CFO saw the writing on the wall: AI-driven disruptors were delivering services faster, cheaper, and at scale. While some in the leadership team were eager to act, others dismissed AI as overhyped. Without a clear strategy, the firm risked wasting time and resources. Or worst case: losing its competitive edge.
The Turning Point
Prosper Consulting was engaged to provide clarity and a roadmap. Through our AI Readiness and Adoption Programme, we guided the leadership team from uncertainty to alignment—ensuring they understood both the risks of inaction and the opportunities AI offered. We helped them shift from reactive anxiety to proactive strategy.
The Impact
Within six weeks:
✔ Leadership aligned on a strategic AI vision
✔ Six senior leaders achieved practical AI literacy
✔ A company-wide AI Manifesto and Adoption Plan was developed, including training, budgeting, and risk frameworks
....and within four months:
✔ A 7% productivity boost was achieved, without increasing headcount
✔ Only 15% of the AI budget was spent on technology; 85% focused on people, process, and capability
✔ The business transformed its mindset, AI is no longer an abstract concept but a central driver of future value
The CFO summed it up:
"Without Prosper, we’d have been tinkering with AI tools without seeing the bigger picture. Now, we’re not waiting to be disrupted—we’re leading the change in our sector."
Future Steps
✔ Expand AI adoption across workflows and departments
✔ Continue building internal AI capability through targeted training
✔ Leverage AI to grow market share and sustain competitive margins.
Ready to Future-Proof Your Business?
Prosper Consulting equips leadership teams to navigate AI with clarity, confidence, and a roadmap tailored to your business.
