AI Roadmap Uncovers Direct Opportunities

At Navigator AI Advisory, we work with organisations that want to bring AI into their business in a way that is both practical and low risk. For one of Australia’s leading wealth management firms, the challenge was not whether to use AI but how to use it wisely.

This firm already had a strong digital foundation in place. What they needed was clarity on how AI could directly support their long-term strategy. Their priorities were clear: improve efficiency, strengthen client service, and enable growth while managing risk.

Co-Creating the Roadmap

We partnered with their team through a series of workshops and maturity assessments. These sessions allowed us to understand their strengths, their gaps, and the opportunities that mattered most to their business.

The result was a tailored AI roadmap supported by a governance framework and a change strategy. This roadmap gave the leadership team clear direction while also creating alignment across the business.

Prioritising AI Agents

Two agent concepts were identified as the most impactful starting points:

• Internal knowledge assistant to give advisors quick access to the right information when they need it

• Productivity agent to improve onboarding processes and provide deeper client insights

These agents were designed to deliver practical value without creating unnecessary complexity.

Results That Matter

The outcome was a clear, low risk, and high impact path to adopting AI. By starting with the right roadmap, the firm now has a strategy that fits their business goals and gives them the confidence to move forward with AI.

For us, the most rewarding part was working alongside their team to create something that felt achievable from the start. This partnership showed once again that the real power of AI lies in how it is introduced and aligned with business objectives.