Director, AI Programs & Delivery · Banking
AI programs delivered into production in regulated financial services.
Most GenAI in banking never leaves the pilot. My work is the part after the demo: architecture review, risk, compliance, core integration, and the change management that decides whether anyone uses it.
< 3 min
to open a consumer account, against an industry norm near five
98%
of applications auto-decisioned with no banker review, across roughly 20 integrations
23 → 7 min
sales pre-call preparation on a data platform drawing from 80+ systems
5 books
on AI and banking, published between September 2024 and January 2026
Selected work
Case studies written the way a delivery review is written.
Myridius, December 2024 to January 2026
Consumer digital account opening for a large North American credit union
Consumer digital account opening, delivered end to end and taken into production across roughly twenty integrations, with 98% of applications decided without a banker.
May 2022 to August 2024
HP Presence
The first conferencing solution to process audio intelligently in the control center, taken from an empty team to a product named to TIME's 200 Best Inventions of 2022.
March 2020 to 2022
Automated compliance auditing for card-acquisition telesales
Every telesales call audited automatically for mandatory disclosures and explicit consent, with human review for low-confidence cases, built for American Express via IBM in 2020.
Moments of Trust: The DECIDE Framework for Fraud Decisioning in Digital Banking
1 January 2026. One of five books on AI and banking.
Work delivered for American Express, a large North American credit union, a mid-size US commercial bank and a global card network, at IBM, HP Inc, Cloud Centric and Myridius.