Case Study: New Offerings
Let's look at an example how introducing an AI first product significantly improved the competitive positioning and revenue of a SaaS company
AI IMPACT ON OFFERINGS
If your company is offering a tool, you have the opportunity to combine it with more of the work needed to reach the desired result.
Old world
Tools
Human
labor
labor
Other
inputs
inputs
results
New “AI world”
Tools
AI
labor(+human)
labor(+human)
Other
inputs
inputs
results
NEW REVENUE
Replacing human labor enables companies to tap into a much larger revenue pool than just selling tools.
Old world
Tools
CRM, Cashflow Calculation tool, ...
500 EUR / month in tools
Human
labor
labor
Admin support (e.g. Meeting prep) ...
>5000 EUR / month in human labor
Other
inputs
inputs
New “AI world”
Tools
CRM, Cashflow Calculation tool, ...
500 EUR / month in tools
AI
labor(+human)
labor(+human)
Automated Admin support ...
500 EUR / month in AI labor
Other
inputs
inputs
OUR EXAMPLE
We automated administrative tasks in wealth management, enabling IFAs to serve significantly more clients
1/ Automated meeting notes
2/ Use meeting notes input to update cash flow calculations (=AI uses tool)
3/ Push updates from meeting and calculations to CRM and trigger follow up mails
COMPETITIVE POSITIONING
AI gives you the opportunity to become the default user interface for your industry significantly improving your competitive position
Old world
key human worker
Competitor CRM (current main hub)
Specialized
Tool A
Tool A
Specialized
Tool B
Tool B
Our customer had such a tool
New “AI world”
key human worker
AI User Interface(new main hub steering AI workers & tools)
CRM
Tool A
Tool B
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