Adopt AI you can defend to a board and an examiner.
Your staff are already using AI. The question is whether your institution can account for it. We give you the governance, the documented risk posture, and the policy that stand up to the people whose job is to question them.
Between staff who already use AI and a board that cannot yet answer for it.
That gap is where the risk lives. Tools enter the institution through individual employees, faster than any policy committee can react, and the exposure compounds until someone with authority asks about it.
We close it. Not by banning the tools, which never works, but by giving the institution a defensible position: clear rules, a documented risk posture, and evidence ready before it is requested.
The AI questions examiners are already asking, with the evidence each one requires, are collected in our Examiner Question Bank.
A complete AI governance program, not a policy template.
Six pieces of work that turn AI from an unmanaged exposure into a governed capability.
AI Governance Policy
Acceptable use, data handling, and accountability rules your board can adopt and your staff can actually follow.
AI Risk Assessment
A documented assessment of where AI touches your institution and what risk each use carries, scored against a recognized standard.
Vendor & Model Review
Diligence on the AI tools already in your environment and the ones being pitched to you, with the contract questions that matter.
Secure Deployment Baselines
Hardened configurations for Microsoft Copilot, Google, OpenAI, and Anthropic, built for regulated use rather than consumer defaults.
Board & Exam Documentation
The evidence package that answers the examiner's question before it is asked, and the board reporting that keeps directors informed.
Staff Enablement
Guidance that lets your people use AI safely and openly, instead of working around rules they do not understand.
Our AI risk assessment framework assesses five domains, grounded in the NIST AI Risk Management Framework.
Our AI risk assessment framework is our methodology, built on the NIST AI Risk Management Framework. Each of its five domains maps to a regulatory expectation. None of it is novel. The work is in the doing.
We helped shape community-bank AI readiness guidance through the ICBA AI Task Force. That work informs every assessment we run.
Examiner-ready by design. Every domain produces documentation an examiner can review, not a score they have to take on faith.
Governance
Board policy, named roles, AI committee, and training cadence.
Inventory & Intake
Every AI use captured, tiered, and approved before deployment.
Risk Assessment
A Tier 1 quick screen and Tier 2 deep dive, mapped to the NIST AI RMF.
Controls
Data, access, monitoring, human oversight, and vendor oversight.
Continuous Oversight
Reviews, metrics, board reporting, and incident response.
From unmanaged exposure to governed capability.
Inventory
We find every place AI already touches the institution, including the tools no one approved.
Assess
We run the AI risk assessment against it and score the risk, domain by domain.
Govern
Policy, baselines, and controls go into place, sized to your institution.
Sequence
Strategy and governance come before software. We do not recommend a platform until governance boundaries, data protections, and business cases are established.
Strategy and adoption, once the guardrails are set.
Governance answers what AI is allowed to touch. Two more seats decide whether it ever earns its keep.
AI Strategy Session
A facilitated ninety-minute session with your leadership team, led by Christopher Gordon, AI & Technology Strategy Principal. It produces a scored readiness profile, a prioritized portfolio, and a 90-day plan with names against it.
Platform & Use Case Enablement
Dustin Rye, AI Platform Client Success Manager, leads the tactical work: platform rollout, use case discovery, custom Agents built on your institutional knowledge, and the coaching that makes adoption stick.
Your board will ask about AI. We help you have the answer.
A direct conversation about where AI sits in your institution today and what a defensible position looks like.