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Proof from inside the work

Selected engagements across AI, compliance, and delivery — the outcomes, not the slide deck.

Regulated insurer
0
from mobilization to live
Stood up a regulatory change program under board scrutiny.
Built program governance, executive cadence, and cross-functional delivery structure for a high-visibility regulatory remediation — keeping the program executable when scope, politics, and timing all moved.
Change & Delivery Advisory
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Tier-1 broker-dealer
0
platforms consolidated
Modernized digital communications governance.
Led vendor selection, implementation, and post-go-live operating model design for archiving and supervision — aligning legal, compliance, IT, and the business under a single governance structure.
Risk & Compliance
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Global financial services
0
employees onboarded
Scaling Microsoft Copilot adoption across a global enterprise.
A pilot that excited leadership had stalled below 20% active use. Sole designed the operating model, governance, and value measurement that moved Copilot from a promising experiment to durable use across legal, risk, technology, and front-office teams.
AI Strategy & EnablementChange & Adoption
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Ready to learn more?

We work with senior leaders in risk, compliance, AI, technology, and change. A 30-minute call is the easiest way to see if Sole is the right partner.

What to expect
01
A 30-minute call
No pitch deck. We listen first.
02
A follow-up on where to start
Within a week — what we see, where we'd focus.
03
A scoped engagement
Only if there's a clear fit. Otherwise we'll point you elsewhere.
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