Position NBS as the trusted advisor with low-risk, non-customer-data AI solutions across Retail Branch, Call Center, Deposit Ops, and Loan Ops.
Comprehensive strategy to present repeatable AI solutions to community banks
Position NBS as the trusted advisor leading community banks into the New AI Economy—focused on low‑risk, non‑customer‑data use‑cases across Retail Branch, Call Center, Deposit Ops, Loan Ops, launched through GAIL (Generative AI Literacy) by Repeatable AI plus a suite of operational AI Voice Agents (Sales Training, Operational Training, P&P Reference, Commercial Underwriting/Credit Analysis).
(formerly "Black Belt")
Bespoke curricula by role and by institution; covers AI literacy, safety, governance, and hands‑on use with the AI Voice Agents.
(no customer/member data required)
Risk posture: Clear separation from core/regulated "money movement" functions; no external AI access to customer PII, and a standard Due‑Diligence (DD) pack for vendor review.
FI with $500m–$5b in assets; start with Tom's warm relationships and ops‑centric leaders (Retail/Service Ops).
45 minutes: "AI without the risk."
Identify quick wins in Branch/Call Center/Back‑office.
Use memo assumptions: $211k annual benefit baseline per FI (training + error/rework + supervision time).
Department‑by‑department rollout.
Seat‑based (first 50 workstations, then per 10‑seat increments) by department.
3–5 years (banks are used to upfront + ~20% annual).
Comprehensive go-to-market strategy for positioning NBS as the AI leader in community banking
NBS leads community banks into the New AI Economy—safely.
Immediate, measurable operational gains—without touching customer data.
GAIL readiness + four proven no‑PII operational AI Voice Agents; DD pack; pilots that show training, error, and supervision savings (memo baseline $211k/FI).
Banks & CUs $500m–$5b assets; ops leaders in Retail, Call Center, Deposit Ops, Loan Ops.
Branches + Service
Ops Suite
Commercial Focus
(virtual + in‑person): "AI Without the Risk: Operational Wins in 8 Weeks."
For Tom to forward pre‑briefing.
(6–8 institutions each; non‑competitive geographies).
"Operational AI for Community Banks—Where to Start (GAIL)."
"From P&P to 'Instant Answer'—Reducing Errors by 50%."
"Train Once, Scale Everywhere—Compressing Onboarding by 50%."
(state bankers' associations): micro‑talk + private dinners.
(2 pages)
For Tom's team to run live on calls
With packages, DD pack request, pilot SOW
Positioning + 3 KPI baseline questions (turnover %, new‑hire count, manager time on exceptions).
Content handoff; upload P&P/training; pilot scoping.
ROI snapshot; SOW + calendar lock.
(From memo)
Problem, risk posture, GAIL, four AI Voice Agents, ROI, pilot, pricing, timeline, references
One per bot with detailed specifications
Branch CSR, Teller, Manager, Call Center, Deposit Ops, Loan Ops
Security, data-flow, hosting, access, audit, SOC/ISO posture
Editable turnover, error rate, manager time inputs
3-touch executive thread + 3-touch ops thread
Hi <Name>,
Our team at NBS is helping peer community banks capture training, error‑reduction, and supervisor‑time savings—without touching customer data. We start with GAIL (Generative AI Literacy) so staff are confident with safe use, then deploy P&P and Training AI Voice Agents that turn policies and playbooks into instant answers.
Typical modeled benefits are ~$211k/yr per bank in Retail alone. If useful, I'll share a 45‑minute briefing and a pilot outline tailored to your branches and call center.
—Tom
"We've all seen AI headlines. The blocker in community banking is risk and due diligence. NBS solves that by staying out of customer data and starting with GAIL to get your people ready. Then we deploy four operational AI Voice Agents—Training and P&P first—so your tellers and call‑center agents get instant answers and faster onboarding. Memo‑based models show ~$211k annual benefit in Retail alone; pilots take 6–8 weeks to prove it, then we scale by department."
Comprehensive AI-powered operational enhancement suite for community banks
Generative AI Literacy
Bespoke curricula by role and institution covering AI literacy, safety, governance, and hands-on AI Voice Agent usage.
Retail Excellence
Codifies retail selling playbooks for consistent, effective customer interactions across all touchpoints.
Faster Onboarding
Compresses onboarding and cross-training time through intelligent, adaptive learning paths.
Instant Access
Instant retrieval of policies and procedures, dramatically reducing errors and rework across operations.
Credit Analysis Support
Supports credit analysis with public regulations and internal P&P, without accessing core banking data.
Flexible pricing models designed for community bank budgets and growth patterns
Based on documented pilot results and operational improvements
Start your AI journey with a risk-free pilot program
Prove the value with measurable results before full commitment
Ingest P&P, training materials; configure AI Voice Agents; GAIL kickoff
Deploy in 1-2 branches + call center; measure KPIs
Expansion plan + board-level update pack
Contact Tom to schedule your 45-minute "AI without the risk" briefing