Free · diagnostic
Readiness Assessment
Twelve questions, three minutes — see where you stand.
- Your readiness score and tier
- The dimension dragging you down
- A starter artifact you can take to your team this week
For institutions
Find the gaps. Train the team.
Start with a readiness baseline, then decide whether your team needs Foundation seats, an L&D-led cohort pilot, a PMO project plan, a partner rollout, or a scoped briefing.
Institution Dashboard
First National · illustrative sample
Mock data preview
67/100
Compliance readiness
Highest-scoring department · 18 staff
Institution Dashboard
First National · illustrative sample
Mock cohort data for preview only.
Assessed
124
of 142 staff
Org score
61
/ 100 readiness
Trained
38
Foundation done
Training focus by department
Compliance
72 / High
Retail
58 / Med
Marketing
64 / Med
Operations
49 / Low
Engagement
Three ways to build.
Start with the free diagnostic. Use the result to decide whether the next move is individual enrollment, volume seats, or an assisted rollout.
Per-banker
AiBI-Foundation course
Self-paced, scored on reviewed work.
- Eighteen bite-sized self-paced modules
- Eighteen reviewed AI artifacts per practitioner
- $295 individual · $199/seat at 10+
Institution-wide
Organizational Rollout
A coached cohort, an aggregate dashboard, a defensible posture.
- 10+ seat assisted cohort planning
- Institutional readiness baseline + post-engagement diagnostic
- Aggregate dashboard after privacy thresholds are confirmed
How institutions work with us
Assess. Train. Document. Govern. Operate.
Five steps, in order. We don't sell a policy shortcut. We help the team produce reviewable work before you scale it.
01 · Assess
Baseline your readiness
Every employee takes the assessment. Org and department breakdowns surface where the readiness gaps live.
02 · Train
Close the skill gaps by role
Assign Foundation course seats by role. Pair the institutional rollout with a coached cohort for the people who need depth.
03 · Document
Build your AI use-case record
Workbench Packs and Toolbox artifacts become your AI use-case inventory — review-ready from day one.
04 · Govern
Establish approval and data rules
Approval rituals and data rules reinforced through the same artifacts staff already use day to day.
05 · Operate
Move through assisted rollout
When the cohort is ready, we agree on admin handoff, support path, and reporting cadence before launch.
What the dashboard shows
Readiness, by department, in plain language.
You see exactly which teams are ready to use AI safely, which need training, and which need both — without policy theater.
Compliance
18 staff
72
Retail / Branch
64 staff
58
Marketing
8 staff
64
Operations
22 staff
49
Lending
16 staff
66
Leadership
14 staff
78
Free · 30 minutes
Start with an Executive Briefing.
Bring your leadership team. We walk through the assessment, the dashboard preview, and what a 90-day rollout would require at an institution your size.
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.
Use this when you want an Executive Briefing, Team Assessment rollout, Foundation seats for multiple staff, an L&D cohort pilot, a PMO project plan, or a partner rollout across member or client institutions. The request goes to hello@aibankinginstitute.com and the support/admin queue.
- Lead capture goes to the support/admin queue.
- Reply target: within one business day.
- Checkout stays assisted until cohort setup is confirmed.
How to engage
Enrollment & assisted rollout.
Individual enrollment is self-serve. Volume seats, dashboards, and Team Assessment rollouts are scoped with us first so reporting, support, and privacy thresholds are agreed before purchase.
PMO scope
PMO project plan
90
days · milestones and owners
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
L&D rollout
Cohort pilot / L&D rollout
Pilot
launch packet · scoped first
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
Assisted team diagnostic
Team Assessment
10+
seats · scoped before checkout
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
$199/seat
Institution Seats
10+
seats at 10+ · scoped by cohort
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
Briefing
Executive Briefing
Custom
/ contact for engagement
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
Partner channel
Partner / association rollout
Multi
institution · scoped by partner
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
Why this exists
Built for bankers who need a real AI plan.
AI is moving into banking faster than many small institutions can staff, budget, or govern. This started after an industry conference where AI was everywhere, but many community bank and credit union teams still had no practical plan for use cases, controls, or ownership.
The AI Banking Institute exists to close that gap. We teach bankers to turn ideas into small, reviewable internal solutions: define the workflow, set data boundaries, check sources, name the human owner, and leave behind an artifact someone else can run, review, and improve.
It is founder-led, but not founder-centered. The work is about giving smaller institutions a way to build capability without pretending a demo is a strategy.
Standards map
A short map of the public guidance used to shape the curriculum. The full source library stays open for review.
- SR 26-2Federal Reserve, OCC & FDIC
- Interagency TPRM GuidanceOCC, Federal Reserve, FDIC
- ECOA / Regulation BCFPB
- AIEOG AI LexiconTreasury / FBIIC / FSSCC
- NIST AI RMF 1.0National Institute of Standards and Technology
- GLBA Safeguards RuleFTC / CFPB
Public references guide the curriculum; they do not imply regulator approval.
Practice work uses synthetic or sanitized data. Customer PII is never required.
The goal is reviewable AI work a manager, compliance partner, risk officer, or IT reviewer can sign.
Start with the assessment
Your baseline costs nothing. Your rollout plan starts there.
Run your team through the free readiness check first — then bring the department breakdown to your Executive Briefing.