As financial institutions continue to navigate increasing uncertainty, Delfi, an AI-native risk management platform, and CFO Consulting Partners LLC (CFOCP), a team of C-level financial experts, launched a joint effort to help banks and credit unions strengthen their balance sheets and make smarter, faster decisions.
The collaboration pairs Delfi’s real-time AI analytics platform with CFOCP’s decades of first-hand financial leadership to deliver a powerful mix of advanced technology and practical expertise.
The new offering provides:
- Exclusive discounted pricing on Delfi Overwatch, a cutting-edge AI-native balance sheet platform offering actionable strategies
- Up to five hours of tailored financial advice from CFOCP’s senior team
- Optional extended support in areas like data governance, FP&A, operational processes, and ALM strategy at discounted rates
The partnership aims to give institutions a smarter, more resilient approach to managing capital, interest rate risk and long-term financial performance.
“Financial leaders have to make smart decisions faster than ever, and they need clearer insight to do it,” said Eric Segal, MBA, Managing Director of CFO Consulting Partners. “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.”
“Our collaboration with CFOCP extends Delfi’s mission to make advanced risk management accessible to organizations of all sizes,” said Daniel Ahn, co-founder and CEO of Delfi, and a former banker and senior advisor to the Federal Reserve. “It also complements our AI-heavy approach by offering experienced hands-on support for institutions that need it so they can succeed and thrive.”
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Delfi
Based in New York, Delfi provides AI-enabled strategic balance sheet and portfolio optimization solutions for financial institutions. With funding from investors including bank consortiums, asset managers, and insurance companies, Delfi leverages its team background in financial research, U.S. policymaking, and leading Wall Street banks and consultancies to pursue its mission of enabling AI-native capital market solutions to enterprises of all sizes. For more information, visit www.delfi.co.
