The Think. Make. Do. Series
Strategy, build, and execution — the three phases of putting AI into financial services operations.
Think: The Praxis Approach to AI Strategy
AI doesn't replace business fundamentals — it amplifies them. The firms that thrive with AI won't be the ones chasing the latest technology, but the ones that apply AI through the timeless principles of strategy, execution, and competitive advantage.
ReadBuildMake: From Concept to Code
AI has been romanticized as a near-magical force, but the reality is that AI solutions are built, not conjured. The Make phase is the bridge between strategy and execution — where vision becomes software.
ReadExecuteDo: The Discipline of Execution in AI Integration
More than 80 percent of AI projects fail — twice the rate of non-AI technology projects. The Do phase, where AI is installed, integrated, and deployed in real-world workflows, is the least glamorous and most overlooked part of AI implementation. It's also where value is either captured or lost.
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The AI Strategy Playbook for Financial Services
An AI strategy in financial services is a structured plan for how a firm will identify, build, deploy, and govern AI capabilities across distribution, advisory, compliance, data, and client experience. This playbook lays out the six stages.
The Data Management Playbook for Financial Services
Data management in financial services is the discipline of treating data as a strategic asset rather than a byproduct of operations. This playbook lays out the nine stages of building a data practice that turns latent information into compounding advantage.
The Governance Framework Playbook for Financial Services
A governance framework in financial services is the integrated set of policies, procedures, decision rights, and controls that determines how a firm makes decisions, manages risk, and demonstrates compliance. This playbook lays out the six stages.
AI Agents Just Went from Concept to Adoption in 90 Days
Three months ago, OpenClaw did not exist. Today it is the fastest-growing open-source project in GitHub history — and it has implications for how financial services firms approach AI adoption, security, and the speed of change.
David Got an Upgrade: Why Scale is No Longer the Ultimate Advantage
In 1992, the only way to get scale in financial services was to be big. Then the internet flattened the playing field. AI is doing it again — but this time, it's not access to information. It's access to intelligence.
Do: The Discipline of Execution in AI Integration
More than 80 percent of AI projects fail — twice the rate of non-AI technology projects. The Do phase, where AI is installed, integrated, and deployed in real-world workflows, is the least glamorous and most overlooked part of AI implementation. It's also where value is either captured or lost.
Make: From Concept to Code
AI has been romanticized as a near-magical force, but the reality is that AI solutions are built, not conjured. The Make phase is the bridge between strategy and execution — where vision becomes software.
Think: The Praxis Approach to AI Strategy
AI doesn't replace business fundamentals — it amplifies them. The firms that thrive with AI won't be the ones chasing the latest technology, but the ones that apply AI through the timeless principles of strategy, execution, and competitive advantage.