For banks and credit unions

Ways we work together on AI.

Start where your institution is today. Each engagement has a defined scope and a practical output your team keeps, so you can stop after any one and still move forward.

01

AI Workshop

Fits when: your leadership team is hearing AI pitches from core, digital banking, and fintech vendors and wants a shared view before the next decision.

  • Pre-workshop intake call so the day reflects your technology and priorities
  • Executive session on real use cases, vendor claims, and how to rank them by value and readiness
  • Manager session on leading teams through AI change, with a Change Readiness Checklist
  • An AI Opportunity Scorecard for each executive, plus a written session summary

Afterward: leadership shares a vocabulary and a ranked short list of use cases worth pursuing.

$9,500

Workshop details
02

AI Audit

Fits when: you have a list of AI ideas and need to know which are worth the budget, in what order, and what each will take.

  • Objectives set with leadership first, so every priority ties back to a goal
  • The functions you choose reviewed in depth through staff input forms, interviews, and observed walkthroughs
  • A current-state cost baseline and data readiness read for the workflows that matter most
  • Build, buy, or wait options for each priority, with vendors named and no vendor relationships

Afterward: a sequenced roadmap in a plain-language executive report, plus the method to run it again.

starting at $15,000

Audit details
03

AI Execution

Fits when: you have picked a use case, such as policy answers for staff serving customers or members, and need it built, tested, and in use.

  • Platform setup in a secured environment, reviewed with your IT and security team
  • We build the workflow: document ingestion, prompts, and role-based access
  • A controlled pilot with a small staff group and a structured feedback loop
  • Testing, evaluation, and maintenance procedures your team runs after launch

Afterward: a working tool in daily use, with an owner and a way to judge results.

Scoped individually

Book a scoping call
04

Fractional Chief AI Officer

Fits when: AI questions come up every month, from vendor pitches to board questions, and you want an independent advisor who knows your institution rather than a full-time hire.

  • First-month discovery that produces a one-page AI Opportunity Map
  • A monthly strategy call to set priorities and work the current question
  • Review of AI vendor proposals, contracts, and roadmaps before you commit
  • Board and leadership briefing support, from materials review to talking points

Afterward: AI decisions get made with an advisor who already knows your institution.

$5,000/mo

Retainer details

Start with the decision in front of you.

Share with us the most urgent decision in front of you and we will say which engagement fits.

Book a call

Still exploring? Read our AI guide