Delfi, an AI-native risk management platform, and CFO Consulting Partners, a firm of former finance executives, have launched an offering to help banks and credit unions improve balance-sheet discipline.
The partnership reflects a growing industry trend, where institutions are seeking faster, clearer analytics paired with experienced guidance.
The partnership combines Delfi’s real-time analytics platform with up to five hours of tailored financial advice from CFOCP’s senior team. Institutions can also access discounted, extended support in areas including data governance, FP&A, operational workflows and asset-liability management strategy.
“Financial leaders have to make smart decisions faster than ever, and they need clearer insight to do it,” Eric Segal, CFO Consulting Partners’ managing director, said in a press release. “This collaboration delivers both. Delfi’s insightful AI analytics seamlessly pairs with our strategic advisory work to help institutions navigate complexity with confidence and compete more effectively.”