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Bank AI & Workflow Assessment
Leadership knows AI probably matters. Nobody can point to where it actually pays off inside this bank.
- checkInterview lending, deposit, compliance, and ops teams
- checkMap the real systems, data, and manual handoffs in use today
- checkModel where AI and simulation create measurable ROI
- checkDeliver a ranked, priced roadmap — not a slide deck of buzzwords
“We should probably use AI” becomes a ranked list of specific, priced opportunities.
$7,500–$15,000Fixed scope
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Commercial Lending Intelligence
Loan officers dig through financials, collateral files, and relationship notes by hand on every deal and every renewal.
- checkSimulate the lending workflow end to end before touching production
- checkBuild document extraction and portfolio-concentration dashboards
- checkFlag renewal and concentration risk before it's a surprise
- checkDecision-support tooling — the human still signs off
Fragmented loan files become structured, searchable lending intelligence.
$15,000–$40,000Fixed scope
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Document & Call Intelligence
Employees read long loan packages, policy binders, and call notes that a machine could process in seconds.
- checkClassification and structured-extraction pipelines
- checkPII-aware redaction and controlled data handling by design
- checkBuilt on document/call-processing R&D from Veterans United's AI team
- checkHuman review built into every workflow, never bypassed
Hours of manual document handling become minutes of reviewed, machine-assisted processing.
$12,500–$35,000Fixed scope
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Deposit & Customer Ops Intelligence
Front-line staff bounce between three systems to answer one customer question.
- checkAnalyze service and account workflows
- checkSimulate customer journeys before you change anything live
- checkBuild internal assistants that surface the right context fast
- checkSegment the accounts worth proactive outreach
Reactive service becomes information-rich, faster service.
$12,500–$30,000Fixed scope
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Fraud & Risk Simulation Lab
Your team finds out a workflow has a hole in it only after something has already slipped through.
- checkBuild synthetic customer/employee scenarios and run them against real workflows
- checkSurface failure points before they hit production
- checkAnomaly and risk dashboards your team actually checks
- checkTest process changes safely, without touching live customers
Reactive risk management becomes controlled, repeatable scenario testing.
$15,000–$40,000Fixed scope
policy
Compliance & Policy Intelligence
Someone always has to go find where a rule lives, then prove why a decision followed it.
- checkEvidence-linked policy search employees can actually trust
- checkControlled AI extraction that cites its source and abstains when unsure
- checkAudit trails built in, not bolted on after the fact
- checkHuman approval stays in the loop on anything that matters
“Where's that rule?” becomes traceable, defensible policy intelligence.
$15,000–$35,000Fixed scope
insights
Executive & Market Intelligence
Leadership is reading a static quarterly report about a market that changes every week.
- checkCombine Census, economic, and local-industry data with your branch footprint
- checkModel which local industries and employers are actually expanding
- checkSimulate how a market or lending shift plays out before it happens
- checkLiving dashboards instead of a report that's stale by the time it's printed
Scattered external data becomes a continuously updated model of the markets you serve.
$10,000–$25,000Fixed scope
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Custom Banking Software
Your core system doesn't do the one thing your bank actually needs, and no vendor sells that module.
- checkFull-stack build: data model, API, front end, integrations
- checkAI woven in where it earns its place, not everywhere
- checkBuilt and tested against your actual workflow, not a generic template
- checkDeployed, documented, and handed off cleanly
A manual spreadsheet workaround becomes a purpose-built system your team actually trusts.
$25,000–$100,000Fixed scope, scaled to build
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Ongoing AI & Data Partner
You don't need a full AI team on payroll. You do need someone who keeps finding what's next.
- checkMonthly research, simulation, and prototyping cycle
- checkEngineering and analytics on retainer, not per-ticket
- checkFirst look at everything AutoNateAI builds for other banks
- checkAdvisory access for leadership, not just a support inbox
Occasional one-off projects become an outsourced AI and data capability.
$7,500–$20,000Per Month