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.
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 big 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.
- 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 on evidence.
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, and separate from the Index. Answers stay in your browser unless you request the checklist.
Start where you are.
TWO 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.
- Pre-Commitment Review
- For CUs on Salesforce with a renewal, an expansion or an Agentforce phase on the desk, before they sign.
- 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
Your AI is only as good as your member data
Before you approve the next AI use case, find out why the last "member 360" project got stuck. The answer is usually the same thing the new use case depends on. The AI use cases members notice, from service to lending decisions, sit on one foundation: member data that is accurate, connected and securely available. Most institutions have some of that. Having all of it, in the places AI can reach, is the hard part. Picture one member. The core has her at the address she gave five years ago. The CRM carries a newer one, entered the day she walked into a branch, and the core doesn't sync back from the CRM. Every system is doing its job, and together they disagree about who she is.
Earlier: ISSUE 001 / September 17, 2026 / You're running more AI than you bought
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.