Navigate Your AI Journey with Confidence
Don't get left behind—or waste money on the wrong AI tools. Our AI Strategy Consulting helps financial services firms make smart, strategic decisions about AI adoption, from readiness assessment to platform selection and governance.
The AI Adoption Challenge
Financial services firms face a unique dilemma: AI promises massive productivity gains, but rushing in without a strategy leads to wasted investments, compliance risks, and poor adoption.
Too Many Options
Breeze AI, AgentForce, RecordIQ, Einstein Copilot—which tools do you actually need?
Budget Uncertainty
AI investments range from $2K/month to $50K+ implementations. Where should you start?
Compliance Risks
SEC, FINRA, GLBA regulations require careful AI governance—get it wrong and face fines.
User Adoption
67% of CRM AI projects fail due to poor adoption. How do you ensure your team actually uses it?
Unclear Use Cases
Should you focus on client service, sales automation, compliance, or operations first?
Time Pressure
Your competitors are already using AI. You can't afford to wait—but you can't afford mistakes.
Our AI Strategy Consulting Services
We help you build a comprehensive AI roadmap tailored to your firm's size, complexity, and business goals.
AI Readiness Assessment
Where are you today? Where do you need to go?
What You'll Get:
- Current state analysis of your CRM, data quality, and processes
- Team readiness evaluation (technical skills, change appetite)
- Gap analysis: What's missing to successfully deploy AI?
- Readiness score and prioritized recommendations
Platform Selection: Breeze AI vs. AgentForce
Choose the right AI platform for your firm's needs and budget.
What You'll Get:
- Side-by-side comparison of HubSpot Breeze AI, Salesforce AgentForce, and RecordIQ
- Feature-to-need mapping based on your use cases
- Total Cost of Ownership (TCO) analysis over 3 years
- Platform recommendation with clear rationale
Use Case Prioritization
Identify high-impact, low-risk AI opportunities.
What You'll Get:
- Workshop to brainstorm 20+ potential AI use cases
- Scoring framework: Impact vs. Effort vs. Risk
- Top 3-5 use cases ranked by ROI and feasibility
- Sequencing roadmap: What to do first, second, third
ROI & Business Case Development
Build a data-driven business case to secure executive buy-in.
What You'll Get:
- Financial model showing cost savings and revenue impact
- Productivity metrics: hours saved, capacity unlocked
- Risk-adjusted ROI projections
- Executive presentation deck
Change Management & Adoption Planning
Ensure your team embraces AI, not resists it.
What You'll Get:
- Stakeholder mapping and resistance analysis
- Communication plan and training curriculum
- Adoption KPIs and measurement framework
- 90-day adoption playbook
AI Governance Framework
Stay compliant with SEC, FINRA, and GLBA while innovating.
What You'll Get:
- AI governance policy document (what's allowed, what's not)
- Data privacy and security protocols
- Supervision and review workflows
- Audit trail and record retention setup
Our AI Strategy Process
Our proven 4-step methodology ensures you make smart, strategic AI investments.
Discovery
We interview stakeholders, analyze your current state, and understand your business goals.
Assessment
We evaluate your readiness, identify gaps, and benchmark against industry best practices.
Strategy
We build your AI roadmap, prioritize use cases, and develop ROI models and governance policies.
Activation
We present recommendations, secure buy-in, and prepare your team for implementation.
Who Benefits Most from AI Strategy Consulting?
RIAs & Wealth Managers
$500M-$5B+ AUM
- Need to scale advisor productivity without hiring
- Struggling with data quality and manual processes
- Want to compete with larger firms' AI capabilities
Community Banks & Credit Unions
$500M-$10B+ Assets
- Facing pressure to digitize customer service
- Need to reduce operational costs
- Want to improve member/customer experience
Insurance Agencies & Brokers
$50M-$500M+ Premium
- Drowning in policy administration tasks
- Want faster quote-to-bind times
- Need better client communication at scale
Real Results from Our AI Strategy Work
$2.1M RIA: Breeze AI Pilot
Challenge:
Spending 15 hours/week on marketing emails and social posts
Our Strategy:
AI Strategy: Started with Breeze AI for marketing automation
Results:
- 12 hours/week saved on content creation
- 48% increase in email engagement
- $2,800/month total investment (vs. $15K for AgentForce)
$850M Community Bank
Challenge:
Considering $120K AgentForce deployment without clear ROI
Our Strategy:
AI Strategy: Recommended phased approach—RecordIQ first, AgentForce later
Results:
- Started with $5K RecordIQ for data quality
- Proved ROI in 60 days before bigger investment
- Avoided $80K in premature AgentForce costs
$350M Insurance Agency
Challenge:
Team resisted AI adoption, citing job security concerns
Our Strategy:
AI Strategy: Designed change management plan with 'AI Assistant' framing
Results:
- 89% user adoption in 90 days
- 73% faster quote processing
- Zero staff turnover during implementation
Flexible Engagement Models
Choose the consulting engagement that fits your needs and budget.
Quick Start
AI Readiness + Platform Selection
Ideal for: Firms exploring AI, need quick answers
- AI Readiness Assessment
- Platform Selection Analysis
- High-level recommendations
- 1 executive presentation
Strategic Roadmap
Full AI Strategy Development
Ideal for: Firms ready to commit to AI, need comprehensive plan
- All Quick Start deliverables
- Use Case Prioritization
- ROI & Business Case
- Change Management Plan
- 3-6 month implementation roadmap
Enterprise Package
Strategy + Governance + Ongoing Advisor
Ideal for: Large firms, complex orgs, need governance & ongoing support
- All Strategic Roadmap deliverables
- AI Governance Framework
- Vendor selection support
- 3 months post-strategy advisory (4 hours/month)
Ready to Build Your AI Strategy?
Schedule a complimentary 30-minute AI Strategy Discovery Call. We'll discuss your goals, challenges, and recommend the right starting point for your AI journey.
No sales pitch. Just an honest conversation about whether AI is right for your firm right now.