Whitepaper

Escaping the Use Case Trap: Operations Model for Measurable AI Benefits – White Paper 2026

Most AI initiatives in banks fail not because of technology, but because of structure. This white paper shows you how to avoid the "use case trap", measure initial successes and establish AI as an integral part of your organisation. Get practical best practices, project reports and a robust operating model for artificial intelligence.

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White Paper AI 2026

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Escaping the Use Case Trap: Operations Model for Measurable AI Benefits

Artificial intelligence is changing the world of finance at a pace faster than many banks have yet realised. The possibilities are enormous: from the automated analysis of transaction data and increased efficiency in risk management to intelligent support for employees in their day-to-day business. Nevertheless, many AI initiatives fail – not because of the technology itself, but because of a fundamental misunderstanding: the belief that AI can be successfully introduced via individual projects or selective use cases.

This is precisely where the white paper “Escaping the Use Case Trap: Operations Model for Measurable AI Benefits” comes in. It shows how banks can overcome the “use case trap” and anchor AI as a genuine collaborator in their business processes. Our approach goes far beyond one-off projects: we accompany you along a structured operational model that maps the entire life cycle of your AI transformation – from the first experiments to company-wide scaling.

KI-Nutzen - Whitepaper 2026

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Scalable AI benefits instead of individual projects:
Find out how your institute can structure,
efficiently and strategically organise its AI transformation.

What you can expect:

  • Forming – transforming uncertainty into strategic awareness: Learn why a deep understanding of the technology is the basis of any successful AI strategy. We will show you in a practical way how to involve managers, set up initial experience cases and gather valuable insights in protected AI playgrounds.
  • Storming – channelling energy into orderly channels: As soon as all departments discover AI for themselves, chaos quickly ensues. We explain how you can set up an AI governance framework, prioritise initiatives fairly and use resources efficiently without losing innovative strength.
  • Norming- creating structures and roles for sustainable success: A resilient operating model, clear responsibilities and a scalable platform are key. Find out how governance, organisation and IT work together to anchor AI in the bank continuously and with low risk.
  • Performing – AI as a strategic competitive advantage: We show you how to integrate AI services into your regular day-to-day work, increase efficiency, ensure quality and utilise the technology as an integral part of your business model.
Table of contents of the white paper
  1. Shaping Uncertainty in Phase 1: FORMING
  2. Orchestrating the AI Onslaught in Phase 2: STORMING
  3. Steering the AI Tanker with Confidence in Phase 3: NORMING
  4. AI Added Value as the Backbone of the Bank: PERFORMING
KI-Nutzen - Whitepaper 2026

Your journey into the future of AI starts here!

Escaping the Use Case Trap:
Operations Model for Measurable AI Benefits

Outlook

An AI journey of a bank does not end with the first pilots or successful projects. It is an ongoing process that requires strategic decisions, organisational adjustments and technological innovation. This white paper not only provides you with a clear roadmap, but also with arguments for forging internal coalitions, overcoming resistance and securing long-term added value.

AI doesn't just change processes - it changes how we think, decide and work together.

Fabian Forthmann Manager | Artificial Intelligence | msg for banking ag
KI im Banking

We accompany you on your way into the AI-supported future

Be inspired, learn from concrete project examples and lay the foundation for sustainable success. With this white paper, you can not only utilise AI – you can actively shape the future of your bank.

Forthmann_Fabian

Fabian Forthmann

is a Manager in the field of Artificial Intelligence at msg for banking. He advises banks and financial service providers on the development and introduction of data-driven models in their technical and regulatory environment. In addition to the development of promising use cases for artificial intelligence, he is particularly interested in the sustainable use of artificial intelligence as a tool for solving tangible problems.

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