01
Baseline
Establish the current economics, workflows, performance, controls, technology, and customer outcomes.
Operational Transformation for Financial Services and AI-Enabled Businesses
Turning strategy, technology, and AI into scalable operating performance.
OpsIntel Advisors helps consumer finance, fintech, insurtech, and AI-enabled businesses commercialize new capabilities, transform operating models, and improve servicing, collections, risk, efficiency, and customer outcomes.
The Problem
AI capabilities are advancing faster than the operating models required to use them.
Most organizations are layering AI onto workflows, roles, controls, and performance systems designed for a different era.
The result is often isolated automation, fragmented ownership, difficult handoffs, and pilots that demonstrate technical capability without producing meaningful enterprise economics.
The opportunity is not simply to deploy better technology. It is to redesign how work gets done around the combination of human judgment, automation, data, and AI.
The OpsIntel Method
Move from AI capability to measurable operating value.
Start with the process, establish the economics, redesign the work around human + AI execution, implement the future state, and measure the results.
02
Redesign
Rebuild the process around the optimal combination of human judgment, AI, automation, data, and decisioning.
03
Implement
Translate the future-state design into workflows, technology integration, governance, roles, metrics, and operating routines.
04
Demonstrate the Economics
Measure the impact on cost, capacity, risk, growth, customer outcomes, and enterprise value.
Give us the process. We’ll establish the baseline, redesign it around human + AI execution, implement it, and demonstrate the economics.
Advisory Capabilities
From operating strategy to
measurable business performance.
OpsIntel works with leadership teams where operating model, technology, risk, and economics intersect, translating strategic priorities into scalable capabilities and measurable enterprise outcomes.
Operating Model Transformation
Align organizational structure, workflows, governance, technology, controls, and performance management around business strategy.
AI Strategy and Operational Integration
Redesign workflows, decisions, roles, and controls to convert AI capability into measurable operational and economic value.
Commercialization and Enterprise Scale
Help technology and services companies move from product capability to repeatable implementation, adoption, delivery, and client outcomes.
Servicing and Collections Transformation
Improve customer engagement, treatment strategy, operational execution, compliance, loss performance, and cost efficiency.
Performance and Cost Transformation
Build the analytics, management routines, accountability systems, and execution disciplines required to improve productivity and results.
Executive Advisory and Fractional Leadership
Provide experienced operating leadership during growth, transformation, capability development, and organizational change.
Enterprise Performance
A track record of improving economics, execution, and enterprise value.
Results delivered across prior operating leadership roles in consumer finance and fintech.
43%
Reduction in operating expense, from $43M to $24.5M
19–26%
Reduction in charge-offs through predictive modeling, segmentation, and channel strategy
108%
Increase in loan operations throughput while reducing processing time 64% through automation and operating model redesign
$100M+
Technology modernization and investment programs successfully launched
Human + AI Operating Model
Sustaining AI value requires disciplined change governance across the operating model.
AI changes more than individual tasks. It changes how work moves, where decisions are made, what humans own, where controls sit, and how performance is measured.
Transformation cannot end at implementation. As AI capabilities evolve, organizations need a disciplined process to evaluate new capabilities, approve and prioritize change, redesign workflows, manage risk, and measure whether the economics continue to improve.
OpsIntel helps establish the operating discipline required for that evolution, including clear ownership, decision rights, testing and approval standards, controls, escalation paths, performance metrics, and ongoing change governance.
The objective is controlled evolution: accelerating adoption while maintaining accountability, control, and measurable business value.
About OpsIntel Advisors
Operator Experience for an AI-Enabled Future
OpsIntel Advisors was founded by Jeff Killian, an operations executive with leadership experience across banking, consumer finance, fintech, and insurance, including 17 years at Capital One. His career has centered on transforming complex operating environments, improving business economics, and building the capabilities required to scale.
Jeff has led large-scale operating organizations, enterprise transformations, and more than $100M in technology modernization and investment programs. His experience spans originations, servicing, collections, risk, customer experience, automation, analytics, and digital transformation.
Today, Jeff applies that operating perspective to help leadership teams redesign their businesses around rapidly evolving AI capabilities while improving performance, maintaining control, and creating measurable enterprise value
Connect
Let’s discuss the operating capabilities required for your next stage of growth.
Advisory, fractional leadership, transformation, and strategic partnership engagements.
Contact Jeff