90-Day Roadmap

Claude AI Financial Services Implementation Guide

The exact roadmap we use with our financial services clients — from first stakeholder call to measurable ROI in 90 days. No fluff, no delays, no surprises.

✓ Foundation
✓ Pilot
→ Scale
Phase 01

Foundation (Days 1–30)

  • Model risk governance framework drafted
  • Data classification and access control mapping
  • Pilot use-case selection (internal research first)
  • Legal review of AI output disclaimers
  • Technology integration scoping (Bloomberg/Refinitiv)
Phase 02

Pilot (Days 31–60)

  • Research assistant go-live for pilot team
  • Compliance monitoring of all outputs
  • Advisor feedback and quality reviews
  • Parallel-run vs manual process benchmarking
  • Regulatory notification if required (FCA, SEC)
Phase 03

Scale (Days 61–90)

  • Firm-wide advisor rollout
  • Client-facing output pilot (reviewed outputs)
  • Integration with CRM and portfolio systems
  • ROI report and board presentation
  • Roadmap for Phase 2 (client comms, compliance)

Success Metrics by Phase

Phase 1 Metrics

  • Stakeholder sign-off achieved
  • Pilot scope defined
  • Integration tested

Phase 2 Metrics

  • First output quality score >85%
  • Team adoption >80%
  • Baseline metrics captured

Phase 3 Metrics

  • ROI measured and documented
  • Organisation-wide rollout complete
  • Phase 2 roadmap approved

ClaudeReadiness Implementation Support

You do not have to follow this roadmap alone. Our team has delivered 200+ Claude implementations in financial services and adjacent industries. We provide hands-on programme management, technical integration support, and change management from day one to day 90.

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