Services

How I help

Three ways I help financial institutions move AI from pilot to production: assess the situation, rescue a stalled initiative, or lead the program part-time.

At a glance: the Assessment gives you a plan, the Rescue gets a stalled program moving again, and the Fractional Lead gives you senior ownership without a full-time hire.

Assessment

Get a defensible plan

Use this when leadership knows AI matters, but the roadmap, governance, and priority use cases are not yet clear.

Rescue

Unstick a stalled initiative

Use this when a pilot, vendor program, or committee-driven effort has started to drift away from production.

Fractional Lead

Bring in senior ownership

Use this when the work is real enough to need a leader, but not large enough to justify a full-time hire yet.

Quick compare

Which engagement fits?

Situation Best fit Deliverable Timeline
You need a defensible plan and governance direction AI Readiness Assessment Written roadmap + executive readout 3–4 weeks
A pilot or vendor effort is stuck before production AI Program Rescue Milestone-based rescue plan + leadership 2–4 months
The program is real, but nobody owns it at the right level Fractional AI Program Lead Ongoing senior ownership + succession plan 6–12 months

If you want a written plan, start with the Assessment. If the work is already stuck, start with Rescue. If the problem is leadership coverage, start with the Fractional Lead. If you're between two, send me a note and I'll sort it out quickly.

Operating proof

Cashlytica

Cashlytica is my flagship live case study. It keeps my work grounded in real product decisions, route hygiene, and operational clarity — the same things financial institutions need when AI moves out of pilot mode.

Read the case study → · Talk about fit →

Best fit when leadership has a mandate but no clear plan

AI Readiness Assessment

Investment: $20,000 fixed fee  ·  Duration: 3–4 weeks

A focused diagnostic of your AI maturity, governance, and use-case pipeline. You get a clear view of where you are, what is blocking progress, and what to do next — in a written assessment with a prioritized roadmap.

Need the self-assessment tool first?

What's included

  • Discovery interviews with leadership, technology, risk, and operational stakeholders (typically 8–12 conversations)
  • Assessment of current AI initiatives, governance framework, data readiness, and organizational capacity
  • Prioritized use case roadmap with rough effort and value estimates
  • Governance gap analysis and recommendations
  • Written deliverable suitable for executive committee or board review
  • Two-hour readout session with leadership

What this is not

  • A vendor pitch in disguise
  • A 200-slide deck nobody will read
  • An audit or compliance review

Best fit

  • Institutions early in their AI journey
  • Boards or executive teams asking for a defensible plan
  • Leaders who want an outside perspective before committing to a larger program
Talk about the Assessment
Best fit when a specific initiative has stalled and needs to reach production

AI Program Rescue

Investment: Fixed-fee engagement, scoped to the situation  ·  Duration: Typically 2–4 months

A targeted intervention for an AI initiative that has stalled before production. I identify the real blocker, align the right people, and lead the work needed to reach an agreed operational milestone.

Common scenarios

  • A successful proof-of-concept that hasn't moved into production after 9–18 months
  • A vendor implementation that's missed multiple go-live dates
  • An internal AI initiative that's stuck in committee or governance review
  • A program that's working technically but failing to drive adoption

What's included

  • Rapid diagnostic of the actual blocker (typically the first 2–3 weeks)
  • Defined success criteria and a milestone-based plan
  • Hands-on program leadership through to the agreed milestone
  • Stakeholder management across executive, technology, risk, and operational teams
  • Vendor and partner coordination as needed
  • Clear handoff to internal teams at the end of the engagement

What this is not

  • An audit of why things went wrong
  • A long-term staff augmentation arrangement
  • A guarantee of any specific business outcome — only that the program will reach the agreed operational milestone
Talk about Rescue fit
Best fit when you need senior leadership but aren't ready to hire it full-time

Fractional AI Program Lead

Investment: Monthly retainer  ·  Duration: Typically 6–12 months, with a 90-day initial term

Part-time senior leadership for an active AI program. I help run the work week to week: governance, stakeholder alignment, vendor management, executive reporting, and forward motion.

What's included

  • Two days per week of dedicated time, on average (flexible to fit your rhythm)
  • Steering committee leadership
  • Executive and board reporting
  • Vendor and implementation partner management
  • Governance and risk navigation
  • Hiring support if you're building an internal AI team
  • A clear succession plan from day one — the goal is to make myself unnecessary

Best fit

  • Institutions with an active or imminent AI program
  • Teams that need senior judgment without the cost or commitment of a full-time CAIO
  • Leaders who recognize that the program management work is genuinely the bottleneck

What this is not

  • Staff augmentation
  • A permanent role
  • A vendor relationship — I work for you, not for any platform or technology
Talk about Fractional Lead fit

Not sure which one fits?

Most clients are not sure at first. Send me a note with what is stuck, and I can tell you whether an assessment, rescue, or fractional role makes sense.

Talk about your program