Every successful journey begins with a clear understanding of the starting point. Our AI-Readiness Diagnostic is a concentrated, four-week engagement designed to give your leadership a clear, unbiased snapshot of your current AI capabilities and a board-ready plan for what to do next.

This is the essential first step to demystify AI adoption, build internal consensus, and establish a foundation for a successful, long-term strategy.

Key Outcomes Include:

• A clear assessment of your institution’s AI maturity compared to industry peers

• A short-list of high-impact use cases prioritized by business value and feasibility

• A focused, actionable strategic plan to guide your next 3-6 months

The AI landscape is dynamic, and staying ahead requires continuous, evolving partnership. This service ensures your institution has consistent access to expert guidance and proactive insights to navigate market changes, evaluate vendors, and sustain momentum on your AI roadmap. Our partnership tiers are designed to provide the right level of continuous support for your leadership team, from a trusted sounding board to a standing seat on your AI Steering Committee.

Partnership Benefits Include:

• Ongoing guidance grounded in real-world, regulated financial institution experience

• Monthly and quarterly briefings on the evolving state of AI, adoption among financial institutions, and actionable insights for your AI strategy

• Expert review of vendor proposals, SOWs, and internal AI-related policies

For clients who need to build specific internal strengths, we offer specialized, fixed-scope projects that address critical aspects of AI enablement. Each module is a targeted engagement designed to leverage deep, practical experience from large-scale AI implementations to solve the distinct challenges that financial institutions face.

Our Modules Include:

• Board-Level AI Strategy: Developing a comprehensive, board-ratified multi-year AI strategy that aligns with your core business objectives and creates a true competitive advantage

• Use-Case Prioritization: Identifying, scoring, and sequencing high-ROI use cases to ensure your investments deliver measurable and timely impact

• AI Risk Management & Governance: Building a robust, audit-ready governance framework to manage the unique risks of AI in a regulated environment

• Proof-of-Concept (POC) Oversight: Providing expert, end-to-end oversight for a specific AI proof-of-concept, from vendor selection to a final go/no-go recommendation with ROI analysis

• AI in Software Development: Creating the strategy, governance, and operating model needed to safely and effectively leverage AI in your software development lifecycle

• Talent Strategy & Enablement: Designing a comprehensive plan to audit your current skills, build a culture of AI enablement, and train your teams for success