AI in Corporate Management

Artificial Intelligence (AI) is evolving rapidly, offering companies new opportunities to optimise processes and achieve strategic advantages. For CFOs, it is crucial not only to understand the fundamentals of AI but also to actively shape its integration and application within their organisations. This article provides an overview of the key considerations CFOs should bear in mind when implementing AI.

From Hype to Strategic Resource

"AI is often perceived as a black box – an impressive but elusive technology. Identifying concrete use cases for your organisation can quickly and sustainably enhance efficiency," explains Jonas Hirsekorn, Managing Consultant at Robert Walters in Hamburg. For instance, AI systems can automate processes such as cost centre management in logistics or handling insurance claims, even when unstructured data is involved.

CFOs should embrace experimentation and start small. Pilot projects with clearly defined objectives that comply with data protection regulations allow for initial insights without significant risks. At the same time, the existing IT infrastructure should be reviewed, as robust server structures often provide the foundation for smooth integration of AI technologies.

Data as the Foundation

Data is at the heart of every AI strategy, forming the basis for pattern recognition, forecasting, and actionable insights. However, leveraging data also presents challenges, particularly concerning data protection and compliance. Regulatory frameworks such as GDPR and the forthcoming EU AI Act impose strict requirements that businesses must address.

"A key approach for CFOs is to keep data in-house and develop AI systems internally to minimise risks. Open-source models offer a significant advantage: they allow organisations to tap into the expertise of a broad developer community without handing over sensitive data to external providers. This not only reduces the risk of cyberattacks but also fosters long-term independence," emphasises Georgios Preuß, Senior Consultant at Robert Walters in Hamburg.

Efficiency Gains and Strategic Value

AI’s greatest strength lies in its ability to automate processes and free employees from time-intensive tasks. A notable example is its role in preparing financial plans, such as three-year forecasts: AI can assist by simulating various scenarios based on historical data and current trends, offering preliminary recommendations. However, these complex strategic tasks cannot simply be outsourced – they still require the expertise and intuition of seasoned professionals. AI acts more as a drafting tool that supports CFOs and their teams in scenario planning while reducing manual effort.

"For CFOs, the focus is less on operational details and more on the strategic level: where are employees losing the most time, and how can AI bridge these gaps? AI should be viewed as a tool that enhances creativity and empowers employees to concentrate on value-adding activities. A systematic integration plan, developed in close collaboration with the CIO, is essential," summarises Jonas Hirsekorn.

Actionable Recommendations for CFOs

To successfully integrate AI into corporate management, CFOs should consider the following steps:

• Launch pilot projects: Start with small, low-risk projects to gain initial insights. Select areas where data is readily accessible and processes are well-defined.
• Develop a data strategy: Ensure that data is processed locally and securely. Avoid uploading sensitive information to unsecure cloud solutions.
• Leverage open-source models: Use existing open-source frameworks that can be tailored to your organisation's needs. This saves development time and costs.
• Think strategically: Identify the most significant levers for efficiency gains. AI should not only optimise processes but also serve as a foundation for better decision-making.
• Promote training: Employees must understand and effectively utilise AI’s potential. Training sessions and onboarding programmes for new technologies are indispensable. According to the Robert Walters Salary Survey 2025, 32 % of employees feel uncomfortable with the AI tools used in their organisations, while 67 % report having received no relevant training. However, 77 % express a desire for further education to better handle AI.

Act Now

For CFOs, AI is no distant trend but an opportunity to fundamentally transform corporate management. The technology provides tools to achieve both cost savings and strategic advantages. The key is to start now and gradually develop a robust AI strategy. The clock is ticking, but it is not too late to stay ahead – provided the first step is taken.