ADVISORY SERVICES

Consulting built for credit union realities

Our advisors have sat on the other side of the table, inside credit unions, wrestling with the same budget, board, and regulatory constraints you are. We help you build an AI roadmap that survives contact with reality.

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ENGAGEMENT TIERS

Pick the level of support you need

TODOReplace with confirmed tier names and pricing before this page ships.

Readiness Sprint

2 weeks

Starting at $X,XXX

A focused diagnostic to benchmark where you stand today and identify the fastest path forward.

Guided AI Readiness Assessment walkthrough
Gap analysis report
Executive readout session

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Roadmap Engagement

6–8 weeks

Starting at $XX,XXX

Our core engagement: a full AI roadmap built around your team's actual budget, staffing, and constraints.

Full readiness assessment across all five categories
Prioritized 12-month roadmap
Governance policy starter kit
Board-ready presentation

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Embedded Partnership

Ongoing, quarterly

Custom quote

Ongoing advisory support as you implement, iterate, and report back to your board and examiners.

Quarterly strategy reviews
Implementation support
Exam-cycle governance check-ins
Direct advisor access

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OUR PROCESS

From first conversation to implementation

Discovery

We start with your team, not a generic questionnaire: understanding your board's priorities, your data constraints, and what's already been tried.

Assessment

A structured evaluation across data infrastructure, governance readiness, member analytics, and more: the same framework behind our AI Readiness Assessment.

Roadmap

A prioritized, board-ready plan mapped to your actual budget and timeline, not a generic maturity model.

Implementation

Hands-on support as you execute, from vendor selection to policy rollout to the first board update.

CASE STUDIES

Results from credit unions like yours

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Case Study

Cutting AI vendor evaluation time from 6 months to 6 weeks

How a $3B credit union replaced a stalled RFP process with a clear roadmap.

Case Study

Building board buy-in for a first AI roadmap

The presentation and framing that got a skeptical board to say yes.

Case Study

From zero governance policy to exam-ready in one quarter

A compliance team’s path from informal guidelines to an approved policy.

Ready to build a roadmap that actually gets used?

Tell us where you’re starting from and we’ll tell you what a realistic first 90 days looks like.

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