Case Studies
At Synozur, we drive impactful change through innovative strategies and cutting-edge solutions. Our team is dedicated to delivering projects that revolutionize businesses and propel them towards success. We pride ourselves on our ability to transform organizations and optimize their performance, ultimately ensuring their long-term growth and sustainability.
Financial Services
AI Transformation at a Private Equity Portfolio Company
Company: Financial Services
Established: 1998
Industry: Private Equity
A financial‑services portfolio company of a leading private equity firm engaged Synozur to shift from scattered AI experiments to governed, measurable outcomes at enterprise scale. Building on patterns we’ve proven in similar programs, we turned real documents and workflows into a prioritized use‑case backlog, stood up a practical governance model, and upskilled leaders and makers through a multi‑tool curriculum.
At‑a‑glance
The challenge: Pilots in silos, uneven skills, unclear guardrails, hard‑to‑measure value.
What we did: Converted authentic scenarios into high‑value use cases; launched role‑based skilling; operationalized governance for safe, compliant adoption.
Why it worked: Real work > demo theater, with measurable outcomes, reusable prompt libraries, and oversight rituals embedded in day‑to‑day operations.
Early impact: Faster time from idea to production, higher adoption across business lines, and increased confidence from risk/legal/security.
Background
A financial services portfolio company of a leading private equity firm faced a familiar challenge: AI pilots were scattered across teams, with no clear governance, skilling strategy, or roadmap for scaling. While leadership recognized AI’s potential, the organization lacked a unified approach to turn experimentation into measurable enterprise value.
Objective
The company needed to:
Identify and prioritize high-value AI use cases grounded in real business scenarios.
Build a governance framework to ensure safe, compliant, and consistent AI adoption.
Equip employees—from executives to frontline staff—with the skills and confidence to use AI effectively.
Context
Synozur was engaged to design and deliver a comprehensive AI adoption program. Drawing on lessons from prior engagements, we combined deep industry knowledge with proven enablement strategies to accelerate adoption while mitigating risk.
Methodology
Our approach unfolded in three integrated phases:
Discovery
Conducted workshops with leadership and operational teams to surface authentic scenarios and documentation (claims notes, customer communications, policy language).
Assessed organizational readiness and risk posture to inform governance design.
Development
Built a prioritized use-case backlog mapped to business outcomes.
Designed a role-based skilling program for executives, managers, and makers, incorporating hands-on labs and oversight prompts.
Established governance guardrails for data security, compliance, and responsible AI use.
Deployment
Delivered a multi-tool curriculum spanning productivity copilots, research assistants, and low-code automation platforms.
Embedded reusable prompt libraries, safe-use checklists, and oversight frameworks into daily workflows.
Facilitated adoption metrics and ROI tracking to sustain momentum.
Results
Accelerated Adoption: Reduced time from pilot to production by 40%, with measurable gains in claims processing and customer communication workflows.
Governed Scale: Implemented a governance model that satisfied risk, legal, and compliance teams while enabling innovation.
Enterprise Skilling: Over 80% of targeted roles completed AI fluency training, creating a culture of confident, responsible AI use.
"This wasn’t just training - it was transformation. Synozur helped us turn real work into real results, giving our teams the tools, skills, and guardrails to make AI part of our DNA."
Chief Operating Officer
