Industry Consultant

The Industry Consultant applies banking and financial services expertise directly to the design of AI agent behavior. This role defines the business rules, policies, and exception logic that AI agents must operate against, and partners with client subject-matter experts to redesign workflows for combined human and AI agent execution. The output of this role is not documentation for reference — it is the operational logic an autonomous AI agent will execute in a production, regulated banking environment.

This role becomes the trusted authority on how the client's business operates, translating workflows, business policies, decision logic, exception handling, and success measures into operational logic that AI agents can reliably execute.

The Industry Consultant anchors the Discover and Design phases of the AIOS delivery journey. While the Client Engagement Lead owns the client relationship, the Domain Strategist owns the precision of business intent, reflecting the platform principle that unclear intent carries greater delivery risk than limited engineering capacity. Every business rule, exception, and success metric defined in this role directly shapes AI agent behavior in production. It also bridges business strategy, domain expertise, and AI solution design, ensuring AI agents reflect real business intent rather than generalized assumptions or technology-first implementations.

Define the business rules, policies, and exception-handling logic that AI agents must operate against.

Partner with client stakeholders to redesign workflows for combined human and AI agent execution.

Identify, prioritize, and quantify opportunities for AI-driven automation and augmentation by evaluating business value, feasibility, operational risk, and client readiness.

Engage and build trusted relationships directly with client subject-matter experts, business leaders, and operations teams to capture domain knowledge, validating operating practices, and resolve business ambiguity.

Facilitate discovery workshops with client stakeholders to identify business priorities, operating constraints, pain points, opportunities, and measurable success criteria.