Areas of Practice
Applied research, advisory, and working systems at the intersection of AI and financial infrastructure. Our work spans three domains: helping banks deploy AI in regulated environments, building agent infrastructure for payment workflows, and developing trust and evaluation frameworks for AI in financial services.
Executive Advisory
AI Strategy for Financial Services Leaders
We work with banks, payment companies, crypto firms, and financial institutions to move AI from experimentation to production. Our advisory engagements are built on two decades of infrastructure experience: building Visa’s real-time payment architecture, serving as CTO at a digital asset bank through one of the most volatile regulatory periods in modern finance.
Our engagements are designed for senior leadership teams across banking, payments, and digital assets. Executives making decisions about where to invest in AI, how to govern its deployment, and how to build competitive advantage without breaking regulatory obligations.
Engagement types
Executive AI Strategy Briefings
Half-day sessions for C-suite and technology leadership. Competitive landscape, regulatory framework, use case prioritization, and 90-day action planning.
Governance Framework Development
AI risk committee charters, model risk management approach, vendor accountability frameworks. Designed for board presentation and regulatory examination.
Implementation Advisory
Ongoing strategic support during the first 90 days of AI deployment. Vendor evaluation, use case scoping, board communication strategy.
Team AI Enablement
Hands-on working sessions for engineering and product teams adopting AI tools and building with GenAI APIs.
Applied Research
Our advisory practice is informed by active research in AI-native financial infrastructure. These are working systems, not whitepapers. Each one generates the operational knowledge that shapes our executive advisory engagements.
TokenSource: AI for Payment Operations
An AI platform for payment operations at community banks and credit unions. Handles transaction inquiry, refund and void processing, account reconciliation, compliance and audit support, and customer dispute resolution. Built on direct experience architecting payment processing systems at Visa that handle billions of transactions annually. Outcome-based pricing tied to measurable results.
KnowYourAgent: Trust Infrastructure for AI Agents
A verification and trust platform for autonomous AI agents operating in commerce and financial services. Provides verified agent identity, real-time merchant verification with sub-100ms latency, and immutable reputation scoring. As AI agents begin initiating payments and financial transactions, institutions need a way to identify, authenticate, and audit them. KnowYourAgent treats agent identity as a first-class financial primitive, the same way KYC treats human identity.
StablecoinRoadmap: Payment Infrastructure for Programmable Money
A platform for building and launching stablecoin payment applications. Working templates for mobile wallets, payment gateways, and remittance platforms with sandbox simulation for validating payment flows. Built on operational experience at a digital asset bank navigating stablecoin-related regulatory requirements in real time. Relevant to banks exploring stablecoin-based payment rails, cross-border settlement, and the product implications of programmable money.
Research Focus Areas
Financial Infrastructure
- AI agents operating inside payment, banking, and settlement workflows
- Evaluation frameworks for AI in high-stakes financial decisions
- Bias, stereotyping, and subjective assessments in LLM applications for finance
- Stablecoin and programmable money infrastructure for banks
AI Systems Architecture
- Multi-agent coordination for financial workflows
- Provenance, identity, and know-your-agent frameworks
- API transformation for AI-ready financial data interactions
- Context engineering for domain-specific financial AI