AI Strategy Consulting Services

Board-Ready AI Strategy in 90 Days

We help COOs and GMs of mid-sized financial firms unlock the full potential of AI—without compromising governance or wasting resources. Our proprietary blueprint delivers an actionable AI Center of Excellence strategy tailored to your operations, talent, and regulatory landscape.

AI Strategy Consulting for Financial Services

Comprehensive AI Strategy Solutions

Everything you need to build and implement a successful AI Center of Excellence in your organization.

AI CoE Blueprint

Complete roadmaps, organizational structures, and implementation playbooks tailored to your business needs and regulatory environment.

Vendor Evaluation & Strategy

Strategic assessment and selection of AI vendors and technologies that align with your operational requirements and security standards.

Cross-Department Alignment

Facilitate collaboration between IT, operations, compliance, and business units for seamless AI adoption and governance.

Governance & Compliance

Robust frameworks ensuring AI implementations meet regulatory requirements and risk management standards across all jurisdictions.

AI Hiring Advisory

Job descriptions, organizational design, and talent acquisition strategies for building your internal AI capability center.

Voice AI Staff Discovery

Proprietary voice-AI tools for rapid organizational analysis, identifying opportunities and resistance points across 500+ staff in under a week.

Our Methodology

We combine executive interviews, proprietary voice-AI discovery tools, and deep financial services expertise to deliver actionable strategies that align departments, satisfy boards, and drive measurable results.

Strategic Roadmap

Board-ready AI strategy with clear implementation phases, resource allocation, and success metrics aligned with your business objectives.

Regulatory Compliance

Comprehensive governance frameworks that anticipate future compliance requirements while enabling innovation and competitive advantage.

Operational Integration

Seamless integration of AI initiatives with existing workflows, ensuring adoption and ROI across front, middle, and back office operations.

Risk Management

Proactive identification and mitigation of AI-related risks, including bias, security, and operational continuity concerns.

Why Choose Altitude Consulting?

With over 25 years of experience scaling regulated financial businesses and implementing AI solutions since 2013, we bring an operator's perspective to every engagement. We understand the challenges you face because we've lived them.

90-Day Delivery

From initial assessment to board presentation, we deliver your complete AI strategy in just 90 days—faster than traditional consulting approaches.

Implementation Support

Optional post-roadmap support to help you hire the right talent, onboard vendors, and launch your AI initiatives successfully.

Talent Retention

AI strategies that enhance your ability to attract and retain top talent who expect modern, AI-enhanced workflows and tools.

Competitive Advantage

Position your firm as forward-thinking and innovative while maintaining the governance and risk management standards your clients expect.

Trusted by Leading Financial Institutions

We've helped organizations across the financial services sector implement AI strategies that drive results.

J.P. Morgan
UBS
Deutsche Bank
Morgan Stanley
ABN Amro
eToro
BALM
Credit Suisse
Fund Seeder
MST
Saxo Bank
Synergy
Glen Eagle

Ready to Transform Your AI Strategy?

Join the financial institutions already leveraging our expertise to build successful AI Centers of Excellence. Get your board-ready AI strategy in just 90 days.