How we support this sector
- AI strategy for core banking transformation
- Digital banking and channel modernization planning
- Vendor evaluation for core systems and AI platforms
- Data strategy and governance for regulatory compliance
- Customer experience and personalization strategy
- Organizational readiness for AI-driven operations
Typical deliverables
- AI adoption roadmaps and business cases
- Core banking modernization strategies
- Digital channel optimization plans
- Data governance and quality frameworks
- Vendor evaluation and selection reports
- Operating model recommendations
- Regulatory-aligned AI governance frameworks
- Change management and training plans
Sector expertise
Banking institutions face converging pressures from fintech competition, evolving customer expectations, aging core systems, and intensifying regulatory scrutiny around AI and data usage. The institutions that thrive will be those that adopt AI strategically rather than reactively.
We help banks develop clear-eyed AI strategies that account for their specific regulatory environment, legacy infrastructure constraints, and competitive positioning. Our independence means recommendations serve the institution's interests, not a technology vendor's sales pipeline.
Common questions
Do you work with community banks and credit unions?
Yes. We work with institutions of all sizes, from large commercial banks to community banks and credit unions. Our advisory is scaled to match organizational complexity and resource availability.
Can you help with core banking system replacement?
We provide strategy, vendor evaluation, and governance support for core system transformations. We do not implement systems, but we can serve as an independent advisor throughout the selection and transition process.
How do you address regulatory requirements?
We help develop AI governance frameworks that support regulatory obligations, including model risk management, fair lending, and data privacy. We do not provide legal or compliance advice directly.
What about open banking and API strategy?
We advise on open banking strategy, API ecosystem development, and partnership models, helping banks position themselves in an increasingly interconnected financial landscape.