Tools
Free tools & entry-level resources to help your community bank or credit union take the first step.
AI Readiness Quick Assessment
AI Readiness Assessment
Find out how prepared your organization is for AI adoption
A straightforward questionnaire that evaluates your current capabilities and provides practical recommendations for moving forward with AI initiatives.
What's included:
Quick 10-minute assessment covering key areas like data, technology, and team readiness
Personalized report highlighting your strengths and improvement areas
Suggested next steps based on your results
Ideal for organizations exploring AI implementation or wanting to assess their current progress.
Simple, actionable insights to help you make informed decisions about your AI strategy.
Start Assessment - $49 | Currently Complimentary
Results delivered instantly via email
Bring your conversational AI solution to life—with less stress and more strategy
We manage the end-to-end implementation process, coordinating vendors, internal teams, and timelines. Our focus is on a smooth rollout, on-time delivery, and alignment with your service 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.
Project Management for Implementation
Fractional Leadership
From strategy to execution—done with you, not just for you
This comprehensive package includes tech evaluation, full project management, and fractional leadership support post-launch. It is ideal for institutions ready to move quickly and confidently with a trusted partner guiding every step. We handle the heavy lifting while keeping your team in the loop—ensuring not just implementation, but lasting impact.
Full Journey Partnership
Find the strategic guidance you need—without committing to a full-time salary
Need a digital engagement leaders but cannot justify a full-time hire? We provide fractional leadership to oversee conversational AI strategy, vendor relationships, performance metrics, and ongoing optimization. Whether it is 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.
Contact us
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