BCG · Financial Services / AI & Automation · Advanced · 35-45 min

Measure and improve ROI from GenAI pilots in financial services

Measure and improve ROI from GenAI pilots in financial services is an advanced BCG financial services / ai & automation case interview that runs 35-45 min. Build a measurement framework for GenAI ROI and recommend which pilots to scale based on business impact and feasibility. A strong answer works through 5 phases: ROI measurement framework; Pilot performance assessment; Risk and compliance considerations; Implementation feasibility by business line; Capital and resource requirements for scale.

Last updated 2026-09-05

The brief

A large investment bank has launched 12 GenAI pilot programs across trading, risk management, and client advisory. Results are mixed—some show strong promise, others are underperforming. Leadership needs a framework to measure ROI, identify which pilots to scale, and set a target for enterprise-wide adoption.

How to approach it

  1. ROI measurement framework
  2. Pilot performance assessment
  3. Risk and compliance considerations
  4. Implementation feasibility by business line
  5. Capital and resource requirements for scale

What a strong answer does

  • Build a measurement framework for GenAI ROI and recommend which pilots to scale based on business impact and feasibility.
  • Define ROI metrics (time savings, revenue impact, risk reduction) by department, assess pilot performance using consistent criteria, identify quick wins to scale first, and estimate enterprise-wide adoption timeline and investment.

Practice drills

  • Design a scorecard to rank 12 pilots by ROI potential.
  • Estimate time to scale a high-performing pilot across a business line.
  • Identify what resources (talent, infrastructure, change management) are needed for enterprise rollout.
  • Model the financial benefit if 3 pilots scale successfully.

Why this case

Tests ability to define business metrics, evaluate portfolio decisions, and translate pilot success into enterprise strategy.

Adapted from BCG GenAI Value case (official sample).

Cases are written in each firm's style, written and reviewed by working consultants; they are not the firms' own published cases.

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