当前位置:首页 >英文主页 >中英对照 > 报告详情

花旗银行:2025生成式AI在企业财资管理中的应用:从业者指南(英文版)(27页).pdf

上传人: 1****1 编号:959173 2025-11-06 27页 1.91MB

下载:

1、October 2025GenAI in TreasuryA Practitioners GuideIn collaboration with Citi Services 2025 CitigroupGenAI in Treasury:Practitioners Guide2AuthorsDr Duncan ColePrincipal,Client Advisory Group,Services,CPim StohrDirector,ZBritt JensenPrincipal,Client Advisory Group,Services,CJasper van EijkPartner,ZCo

2、ntributorsRon Chakravarti Global Head,Client Advisory Group,Services,CitiJoseph Vasen Principal,Client Advisory Group,Services,CitiAnton Abraham Principal,Client Advisory Group,Services,Citi Sofia Putri Client Advisory Group,Services,CitiPrag Sharma Head of AI Centre of Excellence,Services,CitiAbhis

3、hek Makker Liquidity Management AI Solutions,Services,Citi Mark Van Omen Partner ZandersJoseph Neu Founder and CEO,NeuGroupJoseph Bertran Head of Research,NeuGroup 2025 CitigroupGenAI in Treasury:Practitioners Guide3ContentsKey Takeaways 4Introduction 5GenAI in Treasury Today 6The Framework 11Stage

4、1:Identification.12Stage 2:Exploration.15Stage 3:Transformation.19Stage 4:Optimization.20NeuGroup Perspective:Treasury Teams Face Pressure and Obstacles to Adopt Generative AI.22Conclusion 24Endnotes 26This paper is written in collaboration between Citi Client Advisory Group and Zanders.The market i

5、nsights described in the paper are the result of client discussions and surveys from Citi,Zanders,and the NeuGroup.2025 CitigroupGenAI in Treasury:Practitioners Guide4Key Takeaways1Adoption of GenAI in treasury has been limited to date.Most firms are at the early stages of opportunity identification

6、 or exploratory experimentation.2Barriers to getting started include access to technical resources and challenges with data quality and visibility.Key concerns include risks in trusting AI outputs and the potential for data leakage.3That said,AI is a current hot topic for corporate treasury teams.Th

word格式文档无特别注明外均可编辑修改,预览文件经过压缩,下载原文更清晰!
三个皮匠报告文库所有资源均是客户上传分享,仅供网友学习交流,未经上传用户书面授权,请勿作商用。
根据《GenAI in Treasury: A Practitioner’s Guide》的内容,以下是全文关键点的概括: 1. **GenAI在财资领域的应用仍处于早期阶段**:超过80%的财资部门处于识别和探索GenAI用例的早期阶段,仅有5%的企业实现了GenAI用例的优化和规模化。 2. **主要挑战**:包括技术资源获取、数据质量和可见性挑战、对AI输出的信任风险以及数据泄露的可能性。 3. **AI领导者的特点**:获得高层支持、进行小规模实验以建立变革心态、优先考虑渐进式流程改进。 4. **数据理解的重要性**:财资部门认识到投资于强大的数据战略对于利用AI至关重要。 5. **框架建议**:包括四个阶段:识别、探索、转型和优化。 6. **识别阶段**:确定高可行性用例,评估数据/基础设施准备情况,建立“AI优先”的心态。 7. **探索阶段**:通过试点项目验证用例的有效性,设计解决方案,构建原型。 8. **转型阶段**:在获得验证后,进行更广泛的GenAI部署。 9. **优化阶段**:确保GenAI解决方案持续创造价值,并与财资部门的战略目标保持一致。 10. **未来展望**:GenAI在财资领域的潜力巨大,但实现这一潜力需要克服挑战,包括基础设施、数据和科技原生心态。
"AI赋能,财管未来?" "财管AI,挑战与机遇?" "AI时代,财管升级指南!"
客服
商务合作
小程序
服务号
折叠