FSI Research old

Why do some organizations succeed at adopting and applying AI solutions, while others fail miserably?

A Doctoral Research Program guided by Cardiff University Business School

A Transformational Applied Analytics Research Program Aimed At Radically Expediting GTM Precision, Client Adoption & Performance Outcomes From AI & ML Solutions Across Financial Services Organizations and Technology Firms


The purpose of this project is to quantify the impact of AI & ML Analytical models on adoption of new products and services across consumer and commercial client bases.

In other words: Do investments in advanced analytics (and which type) yield better results for FIs and their clients?

The results will be used to support decision makers within FIs, FinTech and larger Technology firms as well as investment firms in determining their product analytics investment strategies & plans.

Target organizations include Banks (small & large, traditional & neo), Insurance companies, Alternative lenders and the Analytics firms servicing them.

Broad aspects considered will include (but are not limited to):

  • The type of Financial Services organization
  • The client base
  • The product base
  • The leadership and teams involved (or missing)
  • The nature of the analytics and algorithms used
  • Legal and compliance matters
  • The stage at which the analytics are used
  • Internal and external (alternative/3rd Party) data assets used (or missing)

Please contact me with any questions.


Simon Brightman, BSc, MBA (uOttawa), MSt (Cambridge)
Adjunct Professor, University of Ottawa, Telfer School of Management