From abstract to reality: how to integrate AI into your workflows

Strategies for finding the best fit for AI in your firm

As the hype around AI has grown, having an AI strategy as part of your strategic plan has become a requirement for many private markets firms. AI committees and generative AI pilots are becoming commonplace, but progress can be slow when it comes to seeing ROI in your lines of business and improvements in your day-to-day workflows.

To successfully leverage AI and see its benefits, start with focusing your investment on areas where AI can best complement and optimize your existing workflows. In this guide, we provide an overview of how you can integrate AI into your firm and see measurable results.

This guide includes:

• AI: What is hype and what is reality
• Where AI can excel in your firm
• What to evaluate in AI-powered software
• Measuring return on investment