Strategy that moves. Transformation that lasts.
6twofiveadvisory LLC helps banks, mid-size companies and nonprofits turn strategy into execution, adopt AI with confidence, and build the leaders to run what comes next.
Three ways we move you forward
Strategy, Transformation, Growth: from the plan to the results, with leaders who are ready to deliver.
AI strategy & adoption
From first idea to working capability, we make AI safe, measurable and useful for your teams.
- AI roadmap and use-case prioritization
- Responsible AI, risk and control design
- Workforce enablement and change management
- Pilot to scale: operating model and governance
Executive coaching
Leaders set the pace of every transformation. We help yours lead through change with clarity.
- One-to-one executive and senior-leader coaching
- Team effectiveness and role clarity
- Leadership for AI-era organizations
- Transitions: new role, new scale, new mandate
Strategy, transformation & growth
A good plan is only worth what gets delivered. We turn strategy into priorities, owners and measurable growth.
- Strategy to roadmap: goals, trade-offs, sequencing
- Operating model and process redesign
- Program delivery: governance and accountability
- Growth and metrics: new offers, KPIs, progress tracking
Built for organizations at a turning point
Different missions, same standard: clear thinking and delivery you can measure.
Banks & financial services
Operations, risk and customer-servicing leaders modernizing with AI while keeping controls tight.
Mid-size growth companies
Scaling teams who need senior strategy and a transformation playbook without a big-firm footprint.
Nonprofits
Mission-driven teams adopting technology and building workforce capability with limited resources.
Where AI meets operations, risk and people
Banks and lenders don’t need generic AI advice. We work inside the real constraints: controls, audit expectations, customer commitments and large frontline workforces.
- Disputes and servicing operationsRedesign end-to-end flows and decide where automation and AI agents belong.
- Risk and control designBuild in human oversight, controls and audit trails from day one.
- Workforce academiesCreate the training engines that make change stick at scale.
- Workforce planningAlign capacity, skills and cost to the new operating model.
Learn it, practice it, own it
Hands-on sessions that build skills and momentum inside your team, so results outlast the engagement.
AI leadership workshop
Help your leadership team see where AI fits, what to prioritize first and how to govern it responsibly.
Best for executive teamsStrategy-to-execution sprint
A focused working session that turns strategy into a roadmap with clear owners, milestones and measures.
Best for leadership teamsLeadership program for the AI era
Cohort-based development for emerging and senior leaders, combining coaching, practice and peer learning.
Best for managers and directorsNonprofit capacity workshops
Practical sessions for boards and staff on technology, planning and team capability, shaped around your mission.
Best for nonprofit teamsClear ways to start
Choose the level of commitment that fits. Engagements are contracted through 6twofiveadvisory LLC, with scope and fees agreed up front in writing.
Discovery call
A 30-minute conversation about your goals, constraints and where to begin. You leave with a clear next step.
AI & strategy diagnostic
We assess readiness, prioritize use cases and deliver a roadmap with owners, risks and measures.
Fractional retainer
Senior advisory and execution leadership on a flexible monthly basis, with coaching for your leaders included.
Simple, senior, hands-on
Diagnose
We listen first, map where you are and agree what success looks like.
Design
A focused roadmap: priorities, owners, guardrails and a realistic timeline.
Deliver
We stay in the room, coaching your people and shipping results with you.
Proudly supporting nonprofits
Nonprofits get the same senior thinking as every client, with engagements shaped around your mission, budget and community.
Decades inside the operations that run finance
6twofiveadvisory LLC is led by a transformation executive with more than 25 years across financial services, fintech and enterprise technology, spanning global operations, risk controls, workforce capability and AI strategy.
- Led dispute and operations transformation at a global financial institution
- Built and ran a global operations academy for tens of thousands of employees
- Led workforce planning and risk controls across global operations
Ready for your next move?
Book a 30-minute discovery call to talk through your goals and leave with a clear view of where to start. Pick a preferred time below and Gary will email you to confirm.
Gary
6twofiveadvisory LLC
gary@6twofiveadvisoryllc.com
Send us a note about your goals.
Phone+1 (602) 597-0772
Call to book a time.
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Last updated October 2026.