This bootcamp is designed to help executive leaders cut through complexity and gain strategic clarity on how to lead their organizations through AI transformation. It includes practical frameworks, ROI tools, and real-world financial services use cases, all designed to drive value without requiring technical expertise.
This bootcamp is designed to help executive leaders cut through complexity and gain strategic clarity on how to lead their organizations through AI transformation. It includes practical frameworks, ROI tools, and real-world financial services use cases, all designed to drive value without requiring technical expertise.
FormatIn-Person (Preferred) or Hybrid
Group Size1–4 Executives (Private or Cross-company)
Duration4 Weeks (2 sessions/week)
PricingCustom per cohort
AI is transforming the financial sector—from member experience and fraud detection to operational effiiciency and strategic decision-making. Yet many financial institutions remain reactive or tool-focused, lacking a coherent framework to evaluate, prioritize, and govern AI initiatives.
This bootcamp is designed to help executive leaders cut through complexity and gain strategic clarity on how to lead their organizations through AI transformation. It includes practical frameworks, ROI tools, and real-world financial services use cases, all designed to drive value without requiring technical expertise.
Actionable InsightsWe blend design thinking, deep technical expertise, and cutting-edge research to build scalable, personalized AI solutions that solve real user problems.
This bootcamp is not a lecture series, it is designed to be conversational, participatory, and high-impact. Executives will engage in real discussions, ask the questions that matter to them, and explore how AI applies directly to their organizations.
Request a Needs AssessmentWe blend design thinking, deep technical expertise, and cutting-edge research to build scalable, personalized AI solutions that solve real user problems.
AI Fundamentals for Banking Executives
AI Adoption: Entropy, Clarity & Executive Leadership
AI in banking's frontline: AI assistants for members, chat banking, call centre AI vs. IVR, personalization at scale, and AI tools for agents/internal ops.
AI at the Frontline
AI for Agents (Member Services & Telephony)
Exploring AI back office opportunities: member segmentation, lead scoring, sentiment analysis, loan risk, custom reporting, document summarization, fraud detection, and workflow optimization.
Back Office AI Opportunities
Risk and Governance
AI leadership: Aligning people, priorities, processes. Covering build vs. buy, vendor strategy, developing high-level AI strategies & messaging.
Executive leadership is more than identifying AI opportunities - it’s about aligning people, priorities, and processes to act with clarity and confidence. This final week brings it all together, equipping you to lead internal discussions, initiate experiments, and establish momentum.
What’s covered: Build vs. buy, vendor strategy and questions, develop high level AI based strategy and messaging at various levels.
More than just gaining AI knowledge, participants will leave with a clear sense of how to lead their teams through AI driven transformation. This executive program demystifies the most important technical, organizational, and implementation aspects of AI powered business.
![[team] image of team member (for a b2b saas)](https://cdn.prod.website-files.com/683e45a6f0a58c6356ed175e/6887e5ea41250c6011dd6b27_Aragon-Headshot-7.jpeg)
![[team] image of team member (for a b2b saas)](https://cdn.prod.website-files.com/683e45a6f0a58c6356ed175e/6887e0601fb2306f510dfcdd_7C83509A-CBD2-4FF7-9BEF-7B1DB6BA031D.jpeg)
![[team] image of team member (for a b2b saas)](https://cdn.prod.website-files.com/683e45a6f0a58c6356ed175e/688a8133c95cdf6a79c48640_Aragon-Headshot-56.jpeg)
![[team] image of team member (for a b2b saas)](https://cdn.prod.website-files.com/683e45a6f0a58c6356ed175e/6887e07e0cd3d8ddeee84131_6bc76c5b-57b8-4b56-8a3a-3826da895296.jpeg)
![[team] image of team member (for a b2b saas)](https://cdn.prod.website-files.com/683e45a6f0a58c6356ed175e/6852ea8a5d4f7aa7f82d28d9_Gunjan%20Sharma.jpeg)