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Financial Services Success Stories

The Harness Problem
Blog

The Harness Problem: Governing AI That Starts Over Every Time | Full Episode | Cut to Context

Every time an AI agent runs, it starts with a clean slate and no memory of what came before. Presidio CTO Rob Kim joins Q2 CTO Adam Blue to explore what that means for AI accountability, why changing models can disrupt proven processes, and how banks can unlock greater value from the AI tools already available today.

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AI Strategy Before the Next Budget Cycle: 4 Questions Every Executive Team Should Answer
Blog

AI Strategy Before the Next Budget Cycle: 4 Questions Every Executive Team Should Answer

CEOs, CIOs, CFOs, and operations leaders need to agree on what their AI investment is supposed to accomplish. That means defining where AI can strengthen your competitive position, which opportunities deserve investment, and what governance you need to manage the risks. Only then can you judge the bill against the business value you expect it to deliver. The misdiagnosis The pattern is consistent enough now that I can almost hear it before the call starts. The client has deployed Copilot across the business. Engineering picked up Cursor on their own and likes it. A handful of use cases have shipped, […]

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