How long does it take to put AI into production for bank advisors?
With Streetbeat for Finance the standard plan is a 3-month live pilot, followed by customization, integration and validation in about 8 to 13 weeks. Run back to back, that is roughly 5 to 6 months from pilot to production. Core-system integration and internal security review set the pace.
What happens in each phase?
| Phase | Duration | Output |
|---|---|---|
| 1. Live pilot | About 3 months | A first set of advisor workflows, used by a group of advisors in daily work. |
| 2. Customization | About 3 weeks | Workflows, interface, compliance rules and branding adapted to the bank. |
| 3. Integration | 3-6 weeks | Connection to CRM, portfolio management and KYC through secure APIs and data pipelines, with single sign-on. |
| 4. Validation | 2-4 weeks | User acceptance, security and penetration testing, compliance validation, performance testing and training. |
| 5. Production | Go-live | Rollout to the wider advisor base, with continued monitoring. |
Why start with a pilot and not a full integration?
Because the bank sees value on its own advisors before touching core systems.
What does the bank need to prepare?
- A group of advisors who will use the tools every day.
- Agreement on the priority workflows, for example meeting preparation or daily client priorities.
- A data-access model agreed with security and compliance before the pilot starts.
- Access to CRM, portfolio and KYC systems for the integration phase.
How do you know the rollout worked?
By usage, not licences. After go-live, track active advisors, error rate and cost per interaction. In a live deployment at a European bank, 2,500+ of 3,000 advisors (85%) were active over 3 months.
What usually slows a rollout?
Integration with legacy core systems and the bank's internal security review. Agreeing data access and the deployment model, on-premise or cloud, at the start shortens both.
About Streetbeat
Streetbeat helps organizations use AI to grow revenue, not costs. Streetbeat OS, the AI operating system for companies, is the foundation of Streetbeat for Finance, Streetbeat for Impact and Brain50 by Streetbeat.
Streetbeat for Finance
Streetbeat for Finance brings AI to banks, wealth and asset managers, insurers and real estate investment firms. It includes the AI Suite for Advisors, the Portfolio Engine, the AI Suite for Retail and the AI Suite for Operations, deployed on-premise or in the client's cloud and configured around the institution's workflows, data and controls. See Streetbeat for Finance.