Put AI to work across portfolio consulting, fraud and risk, and client success. One task at a time.
Three roles, redesigned at the task level
Issuer portfolio consulting
Illustrative pattern from task structure across live postings. Bring your baseline and we replace these with your numbers.
AI assembles the portfolio benchmarks, drafts the proposal skeleton and the engagement readout, tracks status, action items, issues, and risks across consulting, implementation, and marketing initiatives, and drafts the rules-and-fees communications. The analyst keeps the client counsel and the recommendation.
Fraud and risk solutions
Illustrative pattern from task structure across live postings. Bring your baseline and we replace these with your numbers.
AI builds the KPI readouts that align acceptance and fraud performance, watches for fluctuations and anomalies in portfolio behavior with the history attached, and drafts the contractual reporting clients require. The consultant keeps the risk strategy, the client conversation, and the judgment calls.
Client success and implementation
Illustrative pattern from task structure across live postings. Bring your baseline and we replace these with your numbers.
AI tracks implementation checklists and blockers across client and internal teams, assembles adoption and performance readouts for every deployed product, and drafts the success-plan updates and QBR packs. The consultant keeps the stakeholder relationships and the adoption strategy.
Four workflows in the card business, redesigned live
The roles above run inside workflows. Pick one. The redesign engine produces a before/after view in 30 seconds, tasks that collapse when agents take over, sequential steps that go parallel, net-new agent guardrails the original workflow never had.
Customer Success
The client success motion above runs inside this workflow: monitor the account, spot the risk, reach out before the churn. See where agents watch and people talk.
Security Operations
Alert triage, threat enrichment, escalation routing. The same task shape as fraud ops, applied to the network. Watch the redesign produce a real-time threat assessment agent.
Incident Management
When an authorization rail or a client integration breaks, your incident workflow runs. See how agent-native ops compresses 10 tasks into 7 with new agent-led guardrails.
Order-to-Cash
Billing, invoicing, and collections carry the same shape as interchange and fee settlement: high volume, rule-driven, exception-managed. Watch which tasks collapse into agent steps.
Where AI cowork lands first across cards and payments
366 payments tasks where the AI takes the load and the human stays on the decision. Pulled live from our task taxonomy. The top 5 are below. 576 more are ready for full automation, expand the list to see them.
576 payments tasks ready for full automation›
How we work with card networks and issuers
Co-sponsored model. Functional head (Head of Client Services, Chief Risk Officer, Head of Consulting, CTO) plus your transformation office in the room together. The Sprint discovers which tasks matter and proves the redesign in 90 days. Then the Transformation Engagement scales it across the operating model, same client relationships, same network standards.
Want a cards-specific walkthrough?
20 minutes. We pull your top three task patterns from the dataset and show you the redesign live, with your practices and your client portfolio in the frame.
Book a time