90-Day Roadmap

Claude AI Wealth Management Implementation Guide

The exact roadmap we use with our wealth management 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
  • Research library digitisation and indexing
  • Client data isolation architecture
  • Regulatory disclosure review
  • Pilot advisor team selection (top performers)
Phase 02

Pilot (Days 31–60)

  • Research assistant go-live (no client data)
  • Advisor feedback and quality review
  • Meeting prep generation pilot
  • Compliance monitoring
  • Revenue per advisor baseline
Phase 03

Scale (Days 61–90)

  • Firm-wide advisor rollout
  • Client reporting automation
  • Regulatory documentation integration
  • CRM integration completion
  • ROI report to Head of Wealth Management

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 wealth management 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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