Removing Onboarding Friction With an AI Sprint

Financial platforms that want to grow quickly often find that their own processes hold them back. Legacy architecture and proprietary systems slow down client onboarding and asset transfers, while AI opportunities are known but struggle to move from proof of concept to deployment.

A financial services platform wanted to scale its Enterprise assets under management five-fold while cutting costs.

The platform faced two obstacles:

• Legacy architecture and a proprietary dealing platform slowed onboarding and asset transfer.
• Known AI opportunities existed, but teams struggled to prioritize them and to move from POC to deployment.

Sia ran a rapid diagnosis followed by a deployment roadmap:

• Process mapping: mapping the end-to-end onboarding and asset-transfer process to identify pain points, bottlenecks and the underlying IT and data landscape.
• Use-case prioritization: sizing and prioritizing AI and automation use cases by lead time, cost and effort, ending in a go/no-go decision and roadmap.
• Ways of working: a senior team blending engagement leadership, data & AI and process expertise, working directly with the client through weekly governance, business-problem-first and sprint by sprint.

The discovery was designed to lead into agile, short-sprint deployment, targeting savings that outweigh the investment by at least five times.

By starting from the business problem and moving sprint by sprint, Sia helps financial platforms turn AI potential into scalable growth.