Services
Make AI a governed operating capability.
AI Center of Excellence consulting for regulated financial services.
How we engage
Five services.
CoE Launch
A fixed-scope program that ends with an operating AI Center of Excellence.
You end with: An operating CoE with named owners, an open intake, and a first wave of use cases in flight.
Who it's for: Organizations with AI pilots across teams and no central operating model, or a CoE that has stalled.
DetailsGovernance Assessment
A fixed-scope engagement that ends with a complete AI inventory, a controls baseline, and a prioritized remediation plan.
You end with: A complete AI inventory, a controls baseline, and a remediation plan with owners.
Who it's for: Firms facing audit or regulatory questions about AI, or finding AI in tools nobody approved.
DetailsUse Case Discovery
A fixed-scope engagement that ends with a ranked use case portfolio and a 12-month roadmap.
You end with: A ranked portfolio tied to measurable value, and a 12-month roadmap with owners and funding asks.
Who it's for: Leadership teams asked for an AI plan, with more ideas than capacity and no shared way to choose.
DetailsAdvisory Retainer
Ongoing fractional AI leadership and delivery oversight.
You end with: A senior AI leader in your governance forums and delivery reviews, accountable for keeping decisions on standard.
Who it's for: Firms with AI work underway or a CoE in place that need senior AI leadership without a full-time hire, and firms building generative or agentic AI with delivery partners.
DetailsAI Delivery
Hands-on delivery of voice, conversational, and agentic AI, through a vetted, technology-neutral partner bench.
You end with: A working system in production, or an embedded team shipping against your backlog.
Who it's for: Firms with a use case or roadmap already defined, needing engineering capacity to build it, or to extend their own team.
DetailsTimelines are set together during discovery, based on your scope, your data, and your team's availability.
Compare
Services at a glance.
| Dimension | CoE Launch | Governance Assessment | Use Case Discovery | Advisory Retainer | AI Delivery |
|---|---|---|---|---|---|
| Format | Fixed scope and deliverables, agreed in writing. | Fixed scope and deliverables, agreed in writing. | Fixed scope and deliverables, agreed in writing. | Ongoing, with scope and cadence agreed up front. | Fixed-scope delivery, or staff augmentation, agreed in writing. |
| Best for | Organizations with AI pilots across teams and no central operating model, or a CoE that has stalled. | Firms facing audit or regulatory questions about AI, or finding AI in tools nobody approved. | Leadership teams asked for an AI plan, with more ideas than capacity and no shared way to choose. | Firms with AI work underway or a CoE in place that need senior AI leadership without a full-time hire, and firms building generative or agentic AI with delivery partners. | Firms with a use case or roadmap already defined, needing engineering capacity to build it, or to extend their own team. |
| Typical sponsor | CIO, CTO, or Chief Data Officer, with the business leaders who own the first use cases. | CIO, Chief Risk Officer, CISO, Chief Compliance Officer, or head of internal audit. | CEO, COO, Chief Strategy Officer, CIO, or business unit heads. | CIO, CTO, or the head of the CoE. | CIO, CTO, VP Engineering, or the use case owner. |
| You end with | An operating CoE with named owners, an open intake, and a first wave of use cases in flight. | A complete AI inventory, a controls baseline, and a remediation plan with owners. | A ranked portfolio tied to measurable value, and a 12-month roadmap with owners and funding asks. | A senior AI leader in your governance forums and delivery reviews, accountable for keeping decisions on standard. | A working system in production, or an embedded team shipping against your backlog. |
Service chooser
Not sure which service fits?
Five questions. One minute. Nothing is stored.
Or scan by situation
- Pilots are scattered and no one owns AI work: CoE Launch
- An audit or regulator is asking about AI, or AI is showing up in tools nobody approved: Governance Assessment
- Leadership wants an AI plan and you have more ideas than capacity: Use Case Discovery
- You have a use case or roadmap and need people to build it: AI Delivery
- AI work is underway and you need senior oversight of vendors and delivery: Advisory Retainer
- Still unsure: Map where you stand with the free maturity assessment, or Book a 15-minute call
How the services fit together.
- 01AssessGovernance Assessment and Use Case Discovery show where you stand: current AI use, controls, and where the real constraint sits.
- 02Design and stand upCoE Launch turns that into an operating model: structure, intake, standards, and named owners.
- 03Deliver and scaleAdvisory Retainer keeps senior oversight on delivery as more use cases move through the same intake.
Let's begin