AI strategy from operators, not observers.
Deployed Advisory helps credit unions and fintechs turn AI from a buzzword into deployed capability.
Founder-led.
EDWARD BERG / FOUNDER
TWENTY YEARS / BUYER'S SIDE
Twenty years inside a $10B credit union. The buyer's-side experience that informs your next decision.
Edward Berg has led platform decisions, evaluated vendors, negotiated contracts, and guided implementations with responsibility for what happened after signing. That experience brings a practical perspective to every recommendation: what the technology can support, what your team will need, and what it will take to deliver value. We know what the sales deck leaves out.
Edward leads each engagement, from executive discovery through the final recommendations. You work directly with him to understand the options, challenge the assumptions, and decide what comes next.
Edward Berg / Founder / The full record
On your side of the table.
INDEPENDENT / FOUNDER-LED
FIXED FEE / CITED EVIDENCE
Your vendors are deploying AI at you. Ready or not, it's already running.
Every platform you already own has an AI story this year, and every pitch sounds the same. The people advising you on the bet are, mostly, the people selling it. Fewer than one in ten Agentforce customers get past proof of concept into production (Cleveland Research, via Vantage Point), and the difference is rarely the technology.
Big firms will sell you a framework and staff it with analysts. Implementation shops will sell you a build, because builds are what they bill. What's missing is judgment from your side of the table. Someone who has made these decisions inside a regulated institution, at scale, with real members and real budgets.
That is what Deployed Advisory is for. You make the AI decision once, with the evidence in hand.
- Who
- Founder-led, start to finish. The person you meet on the fit call runs the engagement.
- How
- Scored on cited evidence, on the Deployment Index. Not on the vendor's deck.
- Fee
- Fixed fee or flat retainer, quoted before we start, unchanged after.
- Delivery
- When a build is needed, delivery partners we vet and manage, and you are their only client in the room. The plan is yours to take to any implementer.
Scored, not opined.
12 DIMENSIONS / CITED EVIDENCE
Get a number before you get a pitch.
Every assessment runs on the Deployment Index. Twelve dimensions of readiness, each scored on cited evidence. Your score is the board slide. Where you stand, dimension by dimension, and the sequence that closes the gap.
Below, a separate two-minute tool: ten questions from the Examiner Question Checklist. No email required, and the number is yours.
Do you maintain a single inventory of every AI capability in use, including AI features embedded in your vendors' platforms?
Has your board adopted an AI policy or charter, with a named accountable executive?
Does every AI vendor have a completed due-diligence file: data flows, testing evidence, contract terms?
When an existing platform switches on a new AI feature, does it pass a review before activation?
For any model influencing lending or pricing: was it validated before launch, and is it monitored since?
Could you produce specific, explainable adverse-action reasons for a model-influenced decision today?
Is the data feeding your AI documented for lineage and permissible use?
Is there an acceptable-use policy, with training, preventing staff from putting member data into public AI tools?
Does every deployed AI capability have defined metrics reviewed on a cadence, with evidence you could show?
Does your board receive regular AI reporting that shows up in the minutes?
Prefer it in writing? Email my results instead
Your score, our examiner-question checklist, and what to tackle first.
Directional and self-reported, not the Index. Answers stay in your browser unless you request the checklist.
Start where you are.
THREE WAYS IN
FIXED FEE OR RETAINER
QUOTED BEFORE WE START
Six more engagements, every one a fixed fee or a retainer, quoted before we start. Every engagement on the Services page
Already being sold AI.
FINANCIAL SERVICES CLOUD
AGENTFORCE / BUYER'S-SIDE READ
On Salesforce? Then the pitch has already started.
If your credit union runs Financial Services Cloud, Salesforce is showing you Agentforce right now, with impressive case studies and an implementation partner ready to start Monday. Whether your platform, your data, and your team are ready to get value from it is the one question that meeting won't cover.
Built and ran the Salesforce platform on the customer's side of the table. We know what the demo doesn't show and what adoption takes after go-live.
- Salesforce Value Realization Audit
- For CUs that bought FSC and aren't seeing the return.
- Agentforce Readiness
- What to deploy, what to defer, and what your risk team will need before either.
- Advisor-Led Program Delivery
- When you're ready to build, we lead the program with delivery partners we vet and manage, answerable to you.
Deployment Notes.
FROM THE BUYER'S SIDE
WEEKLY ISSUE / MONTHLY DIGEST
You're running more AI than you bought.
Your core provider. Your telephony vendor. Your marketing platform. AI can arrive through an update or an existing contract without ever appearing on your project list. Our first issue lands Thursday: how to identify the AI already operating across your credit union and build a clear inventory before your board or an examiner asks for one.
One issue a week on LinkedIn, one digest a month by email. Numbered, dated, signed off.
The AI question is coming either way.
Bring your hardest AI question. Thirty minutes, and you leave with a straight answer.