01 AI readiness for community banks and credit unions
The board asked about AI. Do you have a defensible answer?
A structured, self-serve process for community banks and credit unions. Interview your stakeholders, score your readiness, and turn the findings into a report and board deck. No consulting engagement. No sales call. No vendor pitch.
No institution data leaves your building
Every file runs on your own network. Nothing to route through vendor risk review.
Vendor-neutral by design
No software to buy, no builds to sell. The assessment has nothing else to pitch you.
02 The moment
The question always arrives before the answer.
A board member reads about a peer institution's AI pilot. An examiner asks what your governance looks like. The CEO forwards an article with three words: "thoughts on this?"
You need a credible position, and today you have three options. Free vendor checklists give you 15 questions and a follow-up sales call. AI readiness tools score a two-minute quiz, then steer you toward the vendor's own products. Consulting firms quote $10,000 to $150,000 for discovery work. Each one captures something: your email, your answers, or your budget. This kit is the option your institution keeps.
03 The frame
What you receive. What you do. What you produce.
The materials
A structured interview guide, a scoring workbook, report and deck templates, and governance starters, built for community financial institutions.
The work
Run interviews across an operations track and a retail track, then score the answers across ten readiness dimensions.
The deliverable
A maturity heatmap, a prioritized gap and opportunity register, a written findings report, and a board presentation. Yours, produced internally, in two to four weeks.
No vendor learns anything about your institution. Every file lives on your own network. And nothing waits behind the score. The kit has no software, no builds, and no follow-on product to sell you.
04 Start where you are
Three ways in.
AI Readiness Quick Check
Free
Twenty questions across five areas. Find out which AI questions your institution can answer today.
AI Readiness Assessment Kit
$299
The full assessment process: the interview guide, the scoring workbook, a peer adoption snapshot, and a quick-start plan. For institutions that need to know where they stand.
Assessment + Board Kit
$799 founding, rises to $995
Everything in the Assessment Kit, plus the output layer: a findings report template, a board deck, governance starters, two completed example assessments, and a recorded walkthrough.
05 Founder note
Built by someone who sat where you sit.
I spent about 20 years in network security inside regulated banks and credit unions, from firewall engineering to senior security roles at regional institutions. I hold the CISSP and CCSP certifications. I built this kit the way I built internal assessments for years: structured, scored, and written for the people who have to sign off.
You should be skeptical of unknown vendors. I would be. The methodology is published, and sample pages are on every product page. The About page lists everything your vendor review would ask.
06 Before you hire
Before you hire someone to tell you where you stand, find out yourself.
A consulting engagement may make sense someday. Discovery does not have to begin there. Run the assessment, document your environment, and organize your priorities first. If outside expertise becomes necessary later, you enter that conversation with evidence and questions in hand, and the consultant starts at strategy instead of billing you to run interviews.
07 Start here
Start with the free Quick Check.
Twenty questions, two pages, no sales call afterward. You will get a short email series on AI readiness for community institutions. Unsubscribe any time.
Governance materials are templates only, not legal, regulatory, compliance, or supervisory advice. Review them with qualified professionals before adoption.