Trusted AI Advisors for Community Banks & Credit Unions
Unlike other consultants, we offer a completely FREE 90 day assessment period through the AI Readiness Lab—sponsor-funded, not sales-funded—so there's no pressure to buy anything and no strings attached during this program. We help community banks and credit unions adopt automation the right way—starting with the tools, workflows, and teams they already have.
Our Services
Partner with FinovoAI to Unlock Conversational AI Success
Connect with us today to discover how our expert consultants deliver conversational AI solutions that are tailored to your needs. We are here to provide clear answers, strategic insight, and innovative support—every step of the way.
AI Readiness Lab (FREE 90-Day Self-Paced Program)
Our sponsor-funded, self-paced AI Readiness Lab gives you 90 days to explore AI potential without any financial commitment. Work through the program on your schedule while we assess your current capabilities, identify gaps, and provide a clear roadmap—all while giving you hands-on experience with AI tools and strategies.
Expert Evaluation & Technology Recommendation
Unlock the full potential of your business with our expert analyses and strategic guidance. We assess your institution's goals, digital maturity, and service needs to recommend conversational AI solutions that actually fit your desired outcomes. Whether you're already evaluating a short list of vendors or starting from scratch, we provide an unbiased strategic review of your options. You receive a clear, actionable evaluation report with feature comparisons, implementation considerations, and vendor fit scores - so your investment is backed by insight and not guesswork.
Project Management for Implementation
We manage the end-to-end implementation process, coordinating vendors, internal teams, and timelines. Our focus is on smooth rollout, on-time delivery, and alignment with your strategic goals. From managing assets and training to testing and go-live support, we act as your project lead so your team can stay focused on daily operations.
Fractional Leadership
Need a digital engagement leader's but can't justify a full-time hire? We provide fractional leadership to oversee conversational AI strategy, vendor relationships, performance monitoring, and ongoing optimization. Whether it's 10 hours a month or a few days a week, we provide seasoned expertise as your on-demand lead, aligned with your goals and culture.