The phases of an AI solution

TechForward Solutions, a mid-sized financial services firm, is embarking on its first AI initiative. Their project lead has opened an interactive tool that walks through the phases of a structured AI implementation framework. Use the tool to explore each phase and what it involves.

Their first proof of concept is a client call summarization workflow: it auto-generates call notes, action items, and CRM entries from recorded advisor–client calls. The team has just finished building and testing the prototype with a small group of advisors — and results look promising. What is their next phase?