Q2 AI Strategic Pulse

v1·full day·Community Banks & Credit Unions·Banking

Domain 1 of 10

AI Strategy & Governance

StrategicThread T1

Walk me through your AI investment portfolio. Which initiatives have funded business cases, which are exploratory, and which have been killed or paused in the last 24 months?

Total active AI initiatives (funded, in-flight)

Initiatives with quantified P&L targets (cost reduction, revenue, loss avoidance)

How is AI investment tracked in your financial reporting?

How often does your board or EXCO review AI investment performance?

StrategicThread T2

When a new AI use case is proposed, how do you decide whether to pursue it, and how does it compete for resources against non-AI investments?

Is there a documented framework for evaluating and prioritizing AI use cases?

Are there defined criteria for killing or pausing a stalled AI pilot?

How many pilots have been running longer than 12 months without a production decision?

Do business line P&L owners have AI adoption or value targets in their performance scorecards?

Interview memo

Headline themes · CIO quips · standout revelations — woven into the final narrative

Interview dateLocation / format

Executive memo

Three or four lines: dominant themes, standout quotes, surprising revelations. This gets woven into the dashboard narrative.

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Strategy

Consultant Context

AI Strategy & Governance

StrategicThread 1 of 2

Industry context

Community Banks & Credit Unions

1-5 focused initiatives is strong. Most will be vendor-provided — that's fine.

Probing questions

Of the initiatives that were killed or paused — who made that call, and what triggered it?
Show me the business case for your most significant AI initiative. What specific financial metric does it target — efficiency ratio, basis points of loss reduction, cost-to-serve?
If I asked your CFO today 'what's the ROI of your AI program' — would they have a number, or would they need to call someone?

Evidence to request

Board-approved AI strategy or investment thesis
AI initiative register with status and financial targets
Sample business case for a top AI initiative
Most recent board/EXCO AI review materials