For $1-5B AUM community banks, credit unions, and specialty financial institutions deciding where AI fits in the next 12 to 24 months.
The diagnostic is calibrated for senior leadership teams that have moved past whether to engage with AI and are now asking where to fund it first. It is not a workshop, a vendor introduction service, or a transformation theater exercise.
Six interlocking advisory artifacts, packaged for board-level review. Stylized previews are illustrative, not screenshots of client work.
Each artifact answers a different question that boards, examiners, and operating teams will eventually ask. Together they form the decision package the institution can defend.
Format follows the institution's question, not the other way around. Pricing is shared in the readiness call once scope is understood.
A focused engagement for institutions that need a tight, evidence-based read before committing to a full diagnostic.
Delivers all six artifacts and a board-ready decision package across the priority opportunity set.
Extends the diagnostic into operating cadence, governance setup, and the first build or vendor stand-up under independent oversight.
The board readout is the artifact that compresses the entire diagnostic into a defensible decision moment. It is built to be read once, debated once, and acted on.
A short, plain-language read of the AI decision the institution is being asked to make.
Sequenced initiatives with rationale, owners, and the conditions under which the order changes.
Pre-built answers to the questions directors and committee chairs typically ask.
The risks of acting, the risks of waiting, and the indicators that change the calculus.
What the executive team owns in the first quarter after the decision is made.