Discovery Summary
We start by listening. You'll get a clear summary of stakeholder insights, current tools, digital maturity, and key opportunities.
AI Use Case Matrix
A prioritized list of AI opportunities for your bank — categorized by effort, impact, and readiness. This helps you focus on what’s doable now and what to plan for next.
Tool & Platform Recommendations
Not sure which tools to trust? We’ll recommend vetted AI solutions that align with your needs, factoring in compliance, security, and ease of integration.
Strategy Roadmap
A step-by-step action plan broken into phases. Includes timing, team roles, resource needs, and suggested pilot programs to test before scaling.
Training & Enablement Plan
Help your team adopt AI with confidence. We'll outline training topics, onboarding tips, and ways to build internal buy-in, including optional team sessions.
Ongoing Guidance
You'll also get a plan for revisiting and refining your roadmap as your organization evolves. We’re here to support long after the kickoff.
All of your deliverables are packaged in a clean, branded workbook format — easy to present to leadership or share with your internal teams.