Govern the AI you’ve already deployed.
Most financial institutions adopted AI faster than they could control it. We bring the governance, operations, and oversight to scale it safely — without a 12-month build-out.
Engagements from a fixed-scope assessment to fractional advisory and continuous agent oversight.
What you can expect from us
A new advisory built for a regulated world — here are the commitments we hold ourselves to on every engagement.
Governance-first, always
Every recommendation maps to a control, an owner, and an audit trail your risk and compliance teams can defend.
Vendor-neutral advice
We take no kickbacks from model or tooling providers. The plan serves your institution, not a platform roadmap.
Fixed scope, no surprises
Clear deliverables, defined timelines, and pricing agreed up front. You always know what the next milestone is.
Three ways to bring discipline to your AI
AI Readiness Assessment
A structured review of where AI lives in your institution today — the models, agents, data flows, and gaps. You leave with a prioritized remediation roadmap your board and regulators can stand behind.
- Inventory of deployed models & agents
- Control-gap and risk mapping
- 90-day prioritized remediation plan
Fractional AI Advisor
Senior AI operating leadership on a monthly retainer — without the cost of a full-time hire. We sit alongside your leadership to build the operating model, policies, and rituals that let AI scale responsibly.
- Standing seat in your AI steering forum
- Policy, operating-model, and rollout design
- Hands-on support for your teams
Agent Oversight Service
Continuous monitoring and governance for the autonomous agents now making decisions across your operations. We keep a watchful eye so failures, drift, and policy breaches are caught before they reach a customer or a regulator.
- Ongoing agent behavior & drift monitoring
- Incident escalation playbooks
- Quarterly oversight reporting for the board
Engagements sized to your stage
Start with a one-time diagnostic, then move into ongoing advisory or oversight as you scale.
Readiness Assessment
One-time diagnostic engagement
- Full AI & agent inventory
- Control-gap risk mapping
- Prioritized 90-day roadmap
- Executive readout session
Fractional AI Advisor
Ongoing operating leadership
- Standing seat in AI steering
- Operating model & policy design
- Hands-on rollout support
- Monthly leadership reviews
Agent Oversight
Continuous monitoring & governance
- Agent behavior & drift monitoring
- Incident escalation playbooks
- Quarterly board reporting
- Compliance-ready audit trails
Bring control to your AI before it’s audited.
Begin with a fixed-scope readiness assessment and a clear roadmap. We’ll show you exactly where the gaps are and how to close them.