For institutionsAdvisory

Coaching for institutions in the program.

Certification is the product. Advisory is a complement for institutions that want a coach embedded alongside the cohort. We don’t build AI for you — we coach your team while they build it themselves.

Advisory shapes

Three ways we coach alongside a cohort.

Alongside a Practitioner cohort

Pilot Advisory

Coach one use case, end to end.

A short engagement paired with a Practitioner cohort. We coach your bankers through picking one real use case inside the institution and applying what they learned — from scoping through the documented before/after. Your team does the work. We keep them unstuck.

Best for
Institutions running their first Practitioner cohort that want structured application support.
Format
Weekly coaching, async review, one documented use case at the end.
Duration
4 – 6 weeks
Alongside a Specialist cohort

Program Advisory

Coach a department through a roadmap.

Coaching paired with a department-wide Specialist cohort. We coach managers through translating the cohort work into a prioritized departmental automation roadmap — workflow by workflow, with governance baked in. The deliverable belongs to your team.

Best for
Institutions that have certified a department and want to turn learning into a live roadmap.
Format
Bi-weekly coaching, roadmap review, documented handoff to the department owner.
Duration
6 – 10 weeks
Alongside your AI leader

Leadership Advisory

A thought partner for the person accountable.

Ongoing executive coaching for the institution’s AI leader — CIO, COO, or a designated executive. A senior advisor meets regularly to help install governance, prioritize use cases, and lead capability-building internally. Fractional Chief AI Officer if that’s what you need; a trusted second opinion if that’s all you need.

Best for
Institutions with a Leader-credentialed executive who wants a thought partner, not a replacement.
Format
Monthly executive coaching, async strategic review, quarterly alignment with the board.
Duration
Monthly, ongoing

Pricing scoped per engagement during the Executive Briefing.

Clarity

What we don’t do.

  • We don’t build AI systems inside your institution.
  • We don’t take over vendor selection for you.
  • We don’t write your policies — though we’ll review them.
  • We don’t replace internal capability. We build it.

Every advisory engagement starts here

Book a free Executive Briefing.

We’ll map what you’re trying to accomplish to the right certification track and the right advisory shape — or tell you plainly that you don’t need advisory at all.

Book an Executive Briefing