Where should you start: automation or AI?

Where should you start: automation or AI?

Hint: Start with what’s repeatable, not what’s remarkable.

What the Numbers Say

SMA Technologies (2024): 52% of financial firms saved over $100K annually by automating repetitive processes before touching AI.

The Real Challenge

Many firms go straight to AI because it's exciting. But the smarter move is to start with automation. AI is a high-performance engine, but automation is the system that keeps it on track.

When you start with automation, you get structured data, defined rules, and process consistency — all of which are required for AI to be effective.

Smart transformation isn’t flashy. It’s functional. The firms that win don’t chase trends; they build strong foundations first.

Our Perspective

"Start with logic and structure. AI without automation is just hope with a budget."

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Have questions or want to explore next steps?

We work with financial institutions to build structured, scalable systems that unlock real value from automation and AI. If you're facing process challenges or considering transformation, let's talk.