Take assessment

rollout --institution community-bank --seats 10+

Find the gaps. Train the team.

Start with a free readiness baseline. Then pick the rollout that fits your team.

Take the free assessment Book executive briefing

What you end up holding

What your team receives.

Real files from the Governance Starter Kit: one inventory row and one SOP per AI workflow.

AI-Use-Case-Inventory.xlsxGovernance Starter Kit · 17 columns
1StatusDepartmentWorkflow / AI use caseData classRisk tierHuman reviewerEvidence retainedRe-review trigger
2ProposedOperationsAI-assisted internal meeting summaryInternalYellowOperations managerPrompt, source notes, AI output, final summaryTool change; policy change; failed QA
3Under ReviewComplianceAI-assisted use-case intake summaryConfidential internalYellowCompliance officerIntake form, output, reviewer edits, approvalNew data class; expanded audience; incident
4Not Started
AI-Workflow-SOP-Builder.docxGovernance Starter Kit
Workflow name
AI-assisted meeting-summary draft for internal projects
Workflow owner
Named accountable business owner.
Allowed inputs
List only data approved for this workflow.
Human reviewer
Name role, not just department.
Re-review trigger
Tool change, policy change, data change, complaint, incident

download the governance starter kit →

How institutions work with us

How we work with institutions.

  1. 01

    Assess

    → readiness snapshot
  2. 02

    Train

    → Foundation Packet
  3. 03

    Document

    → AI-Use-Case-Inventory.xlsx
  4. 04

    Govern

    → AI-Workflow-SOP-Builder.docx
  5. 05

    Operate

    → re-review triggers

How to engage

Pick a rollout.

PMO scope

PMO project plan

90 days · milestones and owners
What’s included

For project managers who need a concrete rollout plan before coordinating leaders, department owners, and support handoffs.

  • 90-day workplan with milestones and dependencies
  • Named sponsor, rollout owner, support owner, and reporting cadence
  • One-business-day response SLA and first-call agenda
Scope project plan
L&D rollout

Cohort pilot / L&D rollout

Pilot · launch packet, scoped first
What’s included

For training, HR, or L&D owners who need a concrete cohort path before asking managers to assign seats.

  • Cohort launch plan and owner handoff
  • Manager kickoff email and participant invite copy
  • Completion tracker and aggregate report handoff
Plan cohort pilot
Assisted team diagnostic

Team Assessment

10+ seats · scoped before checkout
What’s included

Run the 48-question team assessment after we confirm cohort setup, privacy thresholds, reporting owner, and support path.

Forward the IT review packet before seats are assigned.

  • Shared participant link
  • Department and role breakdowns
  • Print-ready team report
Request assisted rollout
$199/seat

Institution Seats

10+ seats · scoped by cohort
What’s included

Request Foundation Course seats in bulk. We confirm assignment, reporting, invoicing, and support before quoting the cohort.

  • $199/seat at 10 or more seats — larger cohorts scoped individually
  • Enrollment handoff scoped up front
  • SSO and invoicing discussed before rollout
Request course seats
Briefing

Executive Briefing

Custom · contact for engagement
What’s included

A short leadership session to pressure-test readiness, data boundaries, and the first credible rollout path.

  • Assessment and course path review
  • Data handling and support questions
  • Next-step recommendation by cohort size
Book executive briefing
Partner channel

Partner / association rollout

Multi-institution · scoped by partner
What’s included

For bankers' banks, banking associations, and service providers introducing AI readiness across member or client institutions.

  • Named partner audience and launch channel
  • Member-facing briefing and assessment path
  • Cohort reporting boundaries scoped up front
Scope partner rollout
executive-briefingfree · 30 minutes

Start with an Executive Briefing.

Thirty minutes with your leadership team. Free.

Book executive briefing
  • Demo using your sanitized inputs or comparable public examples
  • Priority and risk discussion scoped to your asset class
  • 90-day rollout plan tailored to your shape
  • Pricing for your headcount & departments

Institution inquiry

Send the team request before checkout.

Briefing, team assessment, seats, an L&D cohort pilot, a PMO project plan, or a partner rollout across member or client institutions.

  • Lead capture goes to the support/admin queue.
  • Reply target: within one business day.
  • Checkout stays assisted until cohort setup is confirmed.
Book a briefing

Your baseline costs nothing.

Take the free assessment
For Institutions — The AI Banking Institute