Resources
The Banker's AI Journey
A four-stage rubric for scoring where your bank stands on AI, and the 16-page guide that explains every row.
Investment
$30–100 a month per user
People
Department heads redesign work
Operations
Personal tasks: drafting, summarizing
Governance
A simple usage policy, team by team
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The library
Research, rubrics and briefings for compliance, BSA and operations leaders. Free to read, no form.
The Banker's AI Journey
Score your bank across four stages, row by row, and see what the next stage takes.
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Managing AI Risk Through Governance
How to build an auditable control framework for generative and agentic AI under the laws that already apply.
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Effective Prompting
The seven parts of a prompt that holds up, ranked by what moves quality, with worked examples from compliance work.
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AI Use Cases Across the Bank
47 use cases across 22 departments, each with what the AI can touch, what guides it, and who decides.
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