How We Work Together
Independent Advisory, Structured Around Your Needs
Three levels of engagement designed for different stages of readiness — from early exploration to active execution. Your institution leads. We advise.
Dr. Adam Wingate, Ph.D. in Leadership & Organizational Management | Research-informed advisory
▸ 8–12 page personalized advisory report
▸ Regulatory gap summary (FFIEC & NCUA aligned)
▸ Top AI opportunities ranked for your asset size
▸ 60-min findings debrief with Dr. Wingate
▸ Board-presentable format
The Assessment is a natural entry point. If an ongoing advisory engagement follows, the Assessment fee is credited toward your first month.
Ongoing Advisory Engagements — Scoped and Priced to Your Institution's Needs
Tier 01
Discovery
For institutions beginning to ask the right questions — before any commitment is made
You have board conversations starting, vendor calls coming in, and no framework yet for evaluating any of it.
Right for You If:
Your institution is in early exploration and needs structured thinking, regulatory context, and the right tools to know where you actually stand before committing to anything.
Flexible · Month-to-month · No minimum commitment
- ▸ AI Readiness Assessment — written advisory report
- ▸ Regulatory compliance frameworks — updated quarterly
- ▸ AI Governance Framework — institutional advisory template
- ▸ Opportunity identification frameworks and guidance
- ▸ Quarterly strategic briefings and industry updates
- ▸ Curated executive education resource library
- ▸ One advisory call per quarter with Dr. Wingate
Recommended Starting Point
Tier 02
Strategic Planning
For institutions ready to build the foundation — governance, roadmap, and vendor evaluation
Right for You If:
Leadership has decided AI belongs in your future. Now you need a governance framework your board can stand behind, a roadmap your team can execute, and a vendor evaluation process that holds up under examiner scrutiny.
Active advisory engagement · Typically 6–12 months
- ▸Everything in Discovery, plus:
- ▸ Quarterly compliance framework update (FFIEC & NCUA aligned)
- ▸ Custom board-ready AI Governance Framework
- ▸ Monthly 90-minute advisory session with Dr. Wingate
- ▸ Two async advisory touchpoints per month
- ▸ Institution-specific 180-Day Advisory Roadmap
- ▸ Vendor Evaluation Framework and RFP advisory guidance
- ▸ ROI modeling guidance and board-level business case support
Tier 03
Implementation Advisory
For institutions actively executing — with an independent advisor in their corner at every decision point
Right for You If:
Your team is making the decisions and doing the work. What Implementation Advisory adds is an independent strategic voice with no vendor stake — to pressure-test assumptions, flag governance gaps, and help leadership think clearly when execution pace creates pressure to cut corners.
Sustained advisory partnership · Typically 12–24 months
Advisory boundary: Your institution leads. FinovoAI advises. All decisions, approvals, and implementation actions remain with your leadership team and staff. FinovoAI's role is to counsel — not to direct, manage, or implement.
- ▸Everything in Strategic Planning, plus:
- ▸ Regulatory alignment review at each initiative milestone
- ▸ Written advisory opinions on vendor proposals and contracts
- ▸ Dedicated advisory hours each week with Dr. Wingate
- ▸ Advisory attendance at vendor meetings and initiative reviews
- ▸ Bi-weekly strategic advisory sessions with leadership
- ▸ Board presentation advisory support
- ▸ Monthly written advisory summary for leadership review
- ▸ Priority advisory response — within 4 business hours
For IT Directors & Compliance Teams
Vendor Onboarding Documentation — Ready on Day One
FinovoAI maintains a complete vendor due diligence packet: GLBA-aligned Data Processing Addendum, FFIEC-informed Vendor Risk Questionnaire, Information Security & Data Governance Policy, and Business Continuity Statement. Available immediately upon request — no waiting.
Not Sure Where to Start?
Engagements are scoped and priced based on your institution's specific needs and stage of readiness. Schedule a confidential conversation and we'll find the right entry point together.
Schedule a Confidential Conversation