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.

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.

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
Inquire about an 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
Discuss a Rescue engagement
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
Discuss a Fractional Lead engagement

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.

Email me