Free executive playbook.

Most banks fund AI like a science fair — dozens of disconnected pilots, none carrying a profit-and-loss thesis or a rule for when to stop, and capital trapped in proofs-of-concept that never ship. This playbook is the decision architecture that ends pilot purgatory: two axes that score every AI use case as an investment, the four verdicts that tell you to fund, gate, deploy, or kill it, and the operating rhythm — the Portfolio Test — that runs the whole book and recycles the capital you free from the failures into the few use cases that change the bank.

What's inside

  • Pilot purgatory — why capital gets trapped in proofs-of-concept that never ship, and the seven-hundred-fifty-dollars-of-value-against-a-five-hundred-thousand-dollar-cost lesson
  • The two-by-two — Value × Feasibility, and the four verdicts every use case falls into: Scale · Gated Pilot · Quick Win · Kill / Park
  • The use-case map — where AML, fraud detection, credit underwriting and more actually land on the grid
  • The Portfolio Test — a P&L thesis at entry, the four gates, a mechanical kill rule, and the quarterly rebalance you run like credit risk
  • The series capstone — how the portfolio runs on the Boardroom Equation, the Value Zones, the Operating-Model Multiplier, Build-Buy-Partner, and the Agent Army operating model

Five pages · free with a member sign-in · PDF.

Want the weekly version? Subscribe to The AI Architect Letter · Read the latest insights.