Accelerate Purposeful and Responsible AI/ML Adoption in Financial Services

Adapt • Innovate • Ai

Leading with Trust and Purpose

Purposeful adoption of AI/ML solves real problems, addresses data and organizational realignment upfront, delivers tangible outcomes, and builds trust.

We are Trusted Advisors who move you forward with CLARITY and FOCUS through EXECUTION and PARTNERSHIPS, bridging teams, disciplines, and cultures to achieve sustainable efficiency, productivity gains and new growth.

Our Operating Principles

  • Start with Clear Purpose

    Clarity on why you are adopting AI/ML - for productivity gains, new growth, enhanced customer experience, employee upskilling, innovation culture, or some of all of the above - is critical to your success.

  • Shared Vision & Success

    Shared Vision & Success

    A sustainable outcome hinges on a shared vision and measure of success through creativity and critical thinking by all while enabling continuous learning and training for all.

  • Computers

    Human & Machine

    We emphasize recalibrating the roles of humans and machines based on respective strengths through exploring and experimenting to discover what works best to achieve your unique goals - now and over time.

  • Partnership

    Partnership

    Given the speed and complexity of tech advances, strong strategic partnerships and collaborations between business and technology leaders are key to stay current, competitive, and resilient

What we do

We enable leaders to move forward with AI/ML responsibly — focused on business outcomes, clarity in ambiguity, and evolving how people, processes, and technology create value in the age of AI

Tailored Approach

  • Outcome-Focused

    We help ensure your AI initiatives align with strategy and deliver measurable results.

  • Dedicated Trusted Advisor 

    We are fully committed external partners, bringing independent perspectives to executives and teams.

  • Support Collaboration and Partnership
    We act as independent advisors to AI leaders, technology providers, consultancies, and organizations, helping expedite project delivery.

  • Flex to Fit Your Needs
    Whether on a retainer, project basis, or as a fractional AI officer, we adapt our model to suit your unique goals and pace.

“As Digital As possible, But Where HumanS Count.”

— David Clamp, Founder of the Camelot Network

Ichun Lai

Ichun Lai, Principal

BROAD SENIOR EXPERIENCE as Finance Director, Business Manager, Strategy and Transformation Partner, Internal Auditor, and Consultant at tier-1 firms including Goldman Sachs, Cigna, Tokio Marine, BMO Capital Markets, and SMBC.

  • RESULT-FOCUSED CHANGE LEADER over 20 years driving efficiency gains and bottom-line improvement translating strategy to execution leading 40+ projects involving stakeholders ranging 5-200 bridging business and technology across functions spanning Asia, Europe, and the Americas. 

  • M.I.T. certificates in: “Artificial Intelligence: Implications for Business Strategy” (2021), “Business Process Design” (2022), “Accelerating Digital Transformation with Algorithmic Business Thinking” (2024).

  • Tri-lingual Taiwan-born U.S. citizen. Worked in Japan for six years.

  • Commitment to cultivating next generations of leaders in Japan and US through Financial Women’s Association (FWA) and US-Japan Council (USJC).

  • "Collaborating with Ichun has been a genuine game-changer for our project. Ichun's innate ability to listen and align stakeholders with diverse interests towards shared goals has played a pivotal role in successful delivery of a global knowledge management program."

    Client at a tier-1 investment bank

  • “Takes ownership,” “influences even without the authority,” “<demonstrates> perseverance, resilience, and dedication,” “strategic in approach,“ ”digs into details… gets the big picture.”

    Praise from clients and colleagues

How can we help?

Want to move faster with your AI/ML initiatives responsibly, and achieve real outcome?

Get in touch.