Experience that informs
what we build next.

One platform.
Three dominant use cases.

Top-three career site destination

The platform

Members of today’s Excelsior team built a multi-modal Agentic AI platform for a top-three career site destination. Three dominant agent use cases leveraged shared intelligence and orchestration layers, connecting data, actions, and outcomes.

AI strategy became
company strategy.

Financial services · Client confidential

The engagement

An AI strategic consultancy engagement for a financial-services firm with more than $30 billion in annual volume evolved into a company strategy engagement.

The work

Executive interviews, C-suite alignment, on-site collaboration, and board-level strategic synthesis. Examining what AI changes led to broader questions about the business itself—and the direction the company should take.

The outcome

A shared strategic frame, a transformation pathway, and the mandate to move. AI strategy became part of the company’s strategy for its future.

Built for a key lever.
Ready to expand.

Financial services · Client confidential

The contract

A Build & Transfer contract for a Prism instance: an intelligence layer with a multi-modal Agentic AI platform.

What was delivered

A production system supporting compliance-governed voice and SMS, connecting intelligence, orchestration, and operational handoffs. The platform is capable of expanding intelligence access and rolling out additional agentic use cases.

The operating value

Deployed to increase throughput of a key revenue and growth lever for the firm.

Making the shift
legible and actionable.

USA Today Top Workplaces

Keynote speaker at the national conference, bringing the exponential AI moment into a conversation about organizations and the people who lead them.

Ascend

Co-host of the people-first AI connection conference for investors and founders of work- and education-oriented native-AI companies.