Delivery Plan

AI-Fluent, then AI-Native — phased delivery from internal fluency to client-facing workflows.

Q1–2

AI Fluency + Control Framework

Q3–4

AI-Guided Internal Ops

Year 2

Client-Facing Workflows

Phase 1: AI-FluentQuarter 1–2 (Months 0–6)

Internal AI Fluency + Control Framework + Telemetry Baselines

Establish AI governance charter (product + compliance co-owned)

Deploy team enablement playbooks and standard AI operating boundaries

Ship AI-fluent toolchain for PRD/spec/QA/compliance workpack acceleration

Implement baseline telemetry for cycle time, exceptions, rework

Run Spikes 1–2 and decide go/no-go for workflow pilots

Publish monthly control-health report from day one

Phase 2: AI-NativeQuarter 3–4 (Months 6–12)

Launch internal copilot for one critical workflow (recommended: issuance readiness)

Integrate deterministic policy checks and risk-tiered approval routing

Deploy approval-routing engine by risk tier

Publish monthly control-health + productivity scorecard

Run Spikes 3–4, harden reliability and audit packets

Build exception taxonomy and remediation loops

Phase 2: AI-NativeYear 2 (Months 12–18+)

Expand to custody/trading/post-trade exception workflows

Expose guided client workflow surfaces for status, blockers, and next actions

Deploy proactive blocking-issue detection and action suggestions

Create continuous improvement loop from logged exceptions and overrides

Launch SLA dashboards (cycle time, exceptions, completion)

Complete readiness review for broader regulatory and enterprise scaling

Exec Sponsor

CEO / COO equivalent

Day-to-Day Owner

Technical product lead (product + engineering bridge)

Control Co-Owner

Compliance/risk lead

Weekly delivery reviewBiweekly risk reviewMonthly steering committee