Realis AI Value Accelerator for Financial Services

Your front office, operations, and technology teams are already using AI. The question is how much value it is producing, and what is holding the rest back.

Relationship managers draft client material in Copilot, operations teams summarize procedures in ChatGPT, research and analytics run through Claude and Gemini. What leadership usually cannot say is where that adoption is improving productivity and client service, where it is simply activity, and where client data, confidential deal material, or nonpublic information is moving through tools nobody inventoried. The wins that do exist stay stuck on one desk or in one business line.

The AI Value Accelerator scores your organization across six dimensions and hands you a prioritized path to capture more value, with the exposure that would undercut it accounted for. Fixed scope, 1.5 days, scored posture in hand by the end of the week. The engagement is an advisory assessment of how your organization uses AI. It is not a regulatory examination, a model validation, or a legal or compliance opinion.

What you get

• AI Readiness Scorecard - The hero deliverable. Scored red/yellow/green across six dimensions: value capture, usage, workforce, policy, data exposure, and vendor risk. A one-page posture you can put in front of a board, a risk committee, an insurer, or an investor.
• Priority Action Brief - Your top three to five moves ranked by value gained per unit of effort. Things to do this week, not a 90-day roadmap, with owner suggestions and effort estimates.
• AI Usage Map - A visual of which tools the front office, operations, risk, and technology are actually using, where they are driving real value, what client and confidential data flows through them, and where the exposure points are.
• Path Forward Brief - An honest one-page read on where you stand, where the next increment of value is, and what makes sense next: an engagement, something you handle in-house, or you are on track and here is what to maintain.

How it works

I. Pre-Engagement Questionnaire - Completed asynchronously before the engagement day, so principal time goes to evaluation rather than information gathering. Interviews are scheduled with three to five stakeholders.

II. Discovery and Interviews - A full day: three to five structured stakeholder interviews of 30 minutes each, tool and usage inventory analysis, and identification of your top exposure points, following a codified framework rather than free-form conversation.

III. Scoring and Evaluation - Each of the six dimensions is scored red/yellow/green against a proprietary rubric. The Usage Map is drafted and exposures ranked.

IV. Reporting and Briefing - A half day to finalize all four deliverables, closing with a 30-minute delivery briefing with your leadership.

Who this is for

• CEOs, CFOs, COOs, CIOs, and chief risk officers asked to show what the firm is getting from AI
• Banks, credit unions, insurers, and asset and wealth managers whose employees use AI daily with no view of the return and no policy or usage inventory behind it
• Firms where AI upside is real and client data, confidential deal material, and nonpublic information raise the stakes
• Lean technology and risk teams fielding AI demand from business lines faster than they can evaluate it
• Firms answering AI questions from a board, a risk committee, an insurance carrier, or an institutional client

Engagement details

• Format: Organization-wide AI value and readiness assessment
• Duration: 1.5 days, fixed scope
• Participants: Three to five stakeholders, 30 minutes each
• Scope: Advisory assessment of governance, tools, and data flows
• Follow-up: Full deliverable package plus a 30-minute briefing
• Next step: Contact Realis to confirm fit and scope. Professional services transact through a private offer.

What this does not include

• Policy writing, implementation, or a full governance roadmap. The assessment tells you whether you need one.
• Tool-by-tool vendor evaluation or development-process assessment
• Ongoing monitoring, retainer advisory, or adversarial testing

AWS products supported

• Amazon Bedrock
• Amazon Bedrock AgentCore
• Amazon Bedrock Guardrails
• Amazon Nova
• AWS Audit Manager
• AWS Well-Architected
• Kiro

About Realis Solutions Group

Realis is a senior-only advisory firm at the intersection of artificial intelligence, emerging technology, and enterprise risk. Our advisors have built governance frameworks that hold, across 72% of the Fortune 100 and dozens of public-sector organizations. Every engagement is principal-led by operators who have held the roles your team is navigating.