AI Consulting & Solutions for Community Banks

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Start Your AI Journey with Confidence and Clarity

AI is transforming how businesses operate — but jumping in without a plan can create more confusion than results. That’s where WSI’s AI Adoption Roadmap comes in.

Designed for banks and financial institutions looking to explore AI in a practical, strategic way, our roadmap helps you move from curiosity to clarity, with customized insights, planning, and guidance from a team that understands both banking and technology.

Request a Discovery Call today to get started!

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What’s Included in the AI Adoption Roadmap

Our team works closely with yours to assess your current state, explore where AI can add value, and deliver a clear path forward, without overwhelming your staff or compromising compliance. We start with a collaborative discovery process, then provide:

A strategic assessment of your current digital readiness
Key findings from our internal research and industry benchmarks
Identifying use cases tailored to your organization
Customized recommendations for AI tools and workflows
A phased action plan aligned with your goals and resources

Example Use Cases We Explore

Chatbots and conversational AI (like ChatGPT)
AI-powered meeting assistants
Report and proposal writing automation
Digital training avatars
Customer service and engagement tools

We also include access to our AI Productivity Calculator — an interactive tool to estimate impact across various roles and tasks in your institution.

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AI Adoption Roadmap Deliverables

Clarity. Strategy. A Clear Path Forward.

Our AI Adoption Roadmap isn’t just a report — it’s a customized, actionable plan designed to help your bank explore AI with confidence. Every engagement is tailored to your goals, team, and readiness level. Here’s what you’ll receive:

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Discovery Summary

We start by listening. You'll get a clear summary of stakeholder insights, current tools, digital maturity, and key opportunities.

AI Use Case Matrix

A prioritized list of AI opportunities for your bank — categorized by effort, impact, and readiness. This helps you focus on what’s doable now and what to plan for next.

Tool & Platform Recommendations

Not sure which tools to trust? We’ll recommend vetted AI solutions that align with your needs, factoring in compliance, security, and ease of integration.

Strategy Roadmap

A step-by-step action plan broken into phases. Includes timing, team roles, resource needs, and suggested pilot programs to test before scaling.

Training & Enablement Plan

Help your team adopt AI with confidence. We'll outline training topics, onboarding tips, and ways to build internal buy-in, including optional team sessions.

Ongoing Guidance

You'll also get a plan for revisiting and refining your roadmap as your organization evolves. We’re here to support long after the kickoff.
All of your deliverables are packaged in a clean, branded workbook format — easy to present to leadership or share with your internal teams.

Let’s talk about how our AI Adoption Roadmap can help your bank move forward with confidence. Request an AI Discovery Session Below!

Ready to Explore AI — Not Sure Where to Start?

Here are a few testimonials from our happy customers

"When the bank needed to update our website and take the next step in our evolution, we selected WSI to be our strategic partner. Together with his talented team of digital professionals, Eric not only led us through the process..."

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Craig Cumberworth - President, Andover Bank
"Consumers National Bank engaged the WSI team in 2020 to update our website and manage our online advertising and every year since then they have proven that we made the right decision...."

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Stephen Badman, Marketing Director - Consumers National Bank
"Working with WSI has been an incredible experience. From day one, their team took the time to understand our goals and has guided us every step of the way...."

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Michelle Becker, Director of Mortgage Lending & Senior Vice President - Dream First Bank
"For more than 10 years, Eric Cook and his team at WSI have been an essential partner for me and for our bank. With a small marketing department, I’ve relied on WSI to fill critical gaps with their deep knowledge of banking..."

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Chad Montgomery, Marketing Director - First Bank of Berne
"What I appreciate most about the WSI team? When I am just not sure of the right approach, they take the time to help me work through scenarios to make our digital footprint the best it can be..."

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Autumn Bucy, Marketing Manager - Hendricks County Bank
"The bank has been a long-time partner with WSI, primarily due to their deep understanding of the banking space and how we need to position ourselves online...."

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Lars Frey, Vice President - Queensborough National Bank & Trust Company
"Working with WSI doesn't even feel like work. It's a comfortable, professional partnership that has yielded great things for our bank. The expertise, competency and reliability of everyone at WSI is amazing! They are always willing to help, and they genuinely want the very best for their clients..."

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Deanne Murdoch, IT/Marketing Director - Thumb Bank & Trust