The 3-Month AI Readiness Lab Process

Month 1: Current State Assessment

Digital maturity evaluation
Workflow analysis
Team readiness assessment
Technology infrastructure review
Current pain points identification

Month 2: AI Opportunity Mapping

Use case identification
ROI potential analysis
Risk assessment
Vendor landscape overview
Implementation complexity review

Month 3: Readiness Report & Roadmap

Custom AI readiness score
Strategic implementation plan
Timeline and resource requirements
Go/no-go recommendation
Detailed rationale and next steps

How the Sponsorship Works

Completely Sponsor-Funded

Our AI Readiness Lab is funded by leading AI technology sponsors who want to support responsible AI adoption in community banking. This unique funding model means:

Zero cost to your institution - No fees, no hidden costs
No sales pressure or vendor bias - Independent assessment
Objective, unbiased evaluation - We're consultants, not resellers
You keep all insights - Complete ownership of recommendations

What Happens After the Lab

Based on your readiness assessment, you have three clear paths forward:

Ready to Proceed

Your institution is AI-ready. We help with implementation planning, vendor selection, and project management to ensure success.

Need Preparation

We provide a detailed development roadmap to address gaps and prepare your institution for successful AI adoption.

Not the Right Time

You keep all insights and recommendations for future reference. No pressure, no follow-up unless you request it.

Program Eligibility

This program is designed for community banks and credit unions with total assets between $100 million and $10 billion.

Institutions in this range are large enough to dedicate resources to new initiatives, while still rooted in their communities
By focusing here, we ensure that participants share common challenges and opportunities around innovation, scale, and community impact
Currently evaluating or considering AI/automation solutions
Leadership commitment to participate in the assessment process
Willingness to share current processes for evaluation (confidentially)
Limited spots available per quarter due to sponsor funding

For Smaller Institutions:

Smaller institutions under $100 million are welcome to follow along with resources, and we encourage them to connect with us for future offerings tailored to their needs.

Simple Application Process

Getting started takes just 15 minutes:

1

Complete Qualification Form

Quick 5-minute form to verify eligibility and understand your current situation.

2

Schedule Discovery Call

Brief 10-minute conversation to confirm fit and answer any questions.

3

Begin Assessment

Start your 3-month AI readiness journey with our expert team.

How the FREE AI Readiness Lab Works