Ultimate Guide to ROI using AI in Finance
This is the last in my series on ROI from AI in Finance where we’ve covered
- Part 1 – How to turn hours saved into real results.
- Part 2 – Getting great AI results with less usage
- Part 3 – AI ideas that deserve budget vs ones that don’t
- Part 4 – Using every part of your AI tools to maximise AI
And today I’m wrapping everything up by giving you my ultimate guide to ROI using AI in Finance.
Plus, as a bonus, I’ve included a quick start guide on how you can create your own AI ROI Assistant using the guide as knowledge for any AI tool you currently use.
Download the 44-Page PDF Guide here 👉 Ultimate AI in Finance ROI Guide – Oct 26.pdf
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Inside you will find:
- The Bonus ‘AI ROI Assistant’ Prompt you can use to shortcut the entire process of building your ROI statement
- The ‘Sort, Flip, Build’ method for choosing which AI idea to start with, so the 5-minute wins start this week and the 6-month projects get a plan
- How to measure a process before you give it to AI, so your "before" number is a measurement and not a memory
- The Redeploy or Cut decision, which gives every hour you get back either a named job or a cost you stop paying, and the five cost blocks most business cases leave o
- The 5 switches that cut usage without cutting results
- A one-page summary with Cash saved and Capacity gained on separate lines, plus a prompt that audits your ROI claim and lists every number it can't trace, and what to say when the honest answer to “but did it save money?” is “not yet”
- A complete 90-day plan to take your AI project from idea to results you can present to leadership with confidence
Download the 44-Page PDF Guide here 👉 Ultimate AI in Finance ROI Guide – Oct 26.pdf
How to Maximise Your ROI when building AI Agents
The guide above will give you a complete method for leading an ROI focused AI project.
But, it’s impossible to get ROI from any AI tool without a good data foundation.
So, next week I’m partnering with Numeric to walk you through the data foundations you need to build AI Agents, plus my 3 best use cases for you to put into action straight away.
So make sure to:
- Download the ROI in AI Guide above for the foundations
- Join me here next week where we’ll show you how to get the best ROI from your data
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See you there,
Best,
Your AI Finance Expert
– Nicolas
P.S. If you try anything from the playbook this week hit reply and tell me what you built. I read every single reply.
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