AI Advisory Subscriptions for Credit Unions & Community Banks
Structured tiers, predictable pricing, and expert guidance for each stage of AI adoption.
Discovery
Strategic Assessment Phase
Starting at
$650/month
$7,000/year
(10% savings)
What's Included:
- AI Readiness Assessment
- Regulatory Compliance Review
- High-Level Opportunity Identification
- Quarterly Strategic Briefings
- Executive Education Resources
Purpose:
REQUEST CUSTOM QUOTE →
Explore AI viability and understand readiness and regulatory considerations.
Strategic Planning
Framework Development Phase
Starting at
$1,650/month
$18,000/year
(10% savings)
Includes Discovery, plus:
- Board-Ready Governance Framework
- 90-Day Implementation Roadmap
- Vendor Evaluation Matrix & RFP Templates
- ROI Modeling & Business Case Development
- Monthly Strategic Consultation (90 minutes)
Purpose:
SEE WHICH TIER FITS YOUR INSTITUTION →
Build governance, formalize strategy, and plan AI adoption responsibly.
Implementation
Full Advisory Engagement
Starting at
$9,500/month
$100,000/year
(12% savings)
Includes Strategic Planning, plus:
- Fractional AI Leadership (10 hours/week)
- Project Management & Oversight
- Vendor Negotiation Support
- Board Presentation Development
- Bi-Weekly Strategic Sessions
Purpose:
SCHEDULE A BRIEF PLANNING CALL →
Provide hands-on support for executing AI initiatives and leadership alignment.
Compare Tier Features
See exactly what's included at each level of advisory support
| Feature | Discovery | Strategic Planning | Implementation |
|---|---|---|---|
| AI Readiness Assessment | ✓ | ✓ | ✓ |
| Regulatory Compliance Review | ✓ | ✓ | ✓ |
| Opportunity Identification | ✓ | ✓ | ✓ |
| Quarterly Strategic Briefings | ✓ | ✓ | ✓ |
| Executive Education Resources | ✓ | ✓ | ✓ |
| Board-Ready Governance Framework | — | ✓ | ✓ |
| 90-Day Implementation Roadmap | — | ✓ | ✓ |
| Vendor Evaluation Matrix & RFP Templates | — | ✓ | ✓ |
| ROI Modeling & Business Case Development | — | ✓ | ✓ |
| Monthly Strategic Consultation (90 min) | — | ✓ | ✓ |
| Fractional AI Leadership (10 hrs/week) | — | — | ✓ |
| Project Management & Oversight | — | — | ✓ |
| Vendor Negotiation Support | — | — | ✓ |
| Board Presentation Development | — | — | ✓ |
| Bi-Weekly Strategic Sessions | — | — | ✓ |
Optional Add-Ons
Discuss during consultation:
- Additional fractional leadership hours
- Custom governance artifacts
- Regulatory audit prep support
Note: Exact pricing depends on institution size, regulatory maturity, and desired scope. A short consultation ensures the right fit and an accurate estimate.