See the whole path before you take the first step.
AI can feel risky without a clear path. That is why we start by mapping your goals, budget, and risks into a practical plan. With clarity first, every step forward feels safe, focused, and achievable.
We Untangle The Mess And Map Your Path
Too many systems. Too much noise. Not enough clarity.
When everything is on fire, it’s impossible to know where to start. We bring structure to the chaos, helping you see what matters, what’s broken, and what can wait.
We Help You Implement The Strategy
You don't have to travel the AI path alone.
Advice without action only creates more confusion. We do more than consult. We, strategize, plan, build, implement, and optimize with you, every step of the way.
Sometimes Things Need Adjusting
Checking boxes and getting the job done isn't always enough.
Big changes often bring new challenges. We stay by your side after implementation to handle what comes up, so nothing stands in the way of serving your customers.
When everything feels unclear and full of jargon, it's hard to know where to start. We dig deep to identify what's really holding you back and map a way through it that aligns with your goals, timeline, and budget.
Start at the Core
When systems are fragmented, AI feels out of reach. We start by strengthening your foundation so data, compliance, and operations are stable and secure. With a solid core, AI becomes practical and growth becomes sustainable
Get Quick Wins
AI should not feel like a distant payoff. We help you identify early use cases that deliver visible results, rebuild confidence, and prove the value of smarter technology. Each quick win creates momentum for bigger transformation.
Add the Right Tools
AI and APIs work best when they fit your strategy. We fill the gaps with the right integrations and enhancements, connecting systems so they work together seamlessly. The result is growth that is scalable, not chaotic.
Real growth isn’t just about fixing today’s problems. It’s about fine-tuning, adapting, and staying ready for what’s next. When your systems evolve with you, every challenge becomes a chance to level up.
Track KPIs
See the signals before they become problems.
Without tracking the right numbers, small issues turn into big ones. We set up clear metrics so you catch risks early, fix them fast, and maintain momentum while feeling in control.
Refine Systems
Fine-tune your systems to stay smooth and strong.
Even good systems drift over time. We spot friction before it slows you down, tighten what’s loose, and keep everything running like it should so you stay efficient, sharp, and a step ahead.
Always On
Maintain momentum and create new opportunities.
We stay on as your managed service partner, handling the load behind the scenes so you can stay focused on growth. With us in place, you get stability, speed, and the confidence to scale without distraction.
Ensuring Compliance and Security for Financial Institutions
Regulatory Compliance & Security
At PentEdge, we prioritize the security and compliance needs of financial institutions. Our approach is grounded in established standards and practices, ensuring that our clients meet regulatory requirements and protect sensitive data.
Recognized Standards
You’re protected by proven frameworks like ISO 27001 and SOC 2 Type 2, so nothing important slips through the cracks.
Enterprise-Grade Cybersecurity
Zero Trust Architecture and IEC 62443 are implemented to reduce surface area, contain threats, and safeguard critical systems.
Regulatory Confidence
From PCI DSS to HIPAA and GDPR, your obligations are proactively mapped and managed to avoid surprises.
Ongoing Monitoring & Adaptation
Compliance isn’t a checkbox. Security practices are continuously monitored, stress-tested, and improved as risks and regulations evolve.
Our work isn’t about promises. It’s about the real momentum, clarity, and confidence our clients experience every day. Here’s what they have to say about The PentEdge.
Community First Bank
"We knew we had to modernize, but every option felt risky. PentEdge gave us a clear plan that respected our size, our budget, and our community roots. Within months, we were faster, sharper, and finally in control of our tech. It’s the first time in years we’ve felt ahead of the curve instead of behind it."
— Michael Trenton, COO, Community First Bank, Ohio
Liberty National Credit
"Changing systems felt overwhelming until PentEdge broke it down into simple, safe steps. They helped us secure early wins that kept our team motivated, and today our operations run smoother than ever. Working with them wasn’t just smart—it was a turning point for our future."
— Dana Caldwell, CEO, Liberty National Credit Union, Vermont
Summit Financial Trust
"We thought technology upgrades meant disruption. PentEdge showed us a different way. Their approach made the entire process feel manageable and even exciting. We have stronger systems, better client service, and a team that actually embraces change now."
— Eric Benson, President, Summit Financial Trust, Texas
Let’s map your path
Book A Pro Bono Roadmap Call
Our team will help you align tech, budget, and strategy.
Did you know our founder, Lisa Pent, co-authored The Courage to Advance? It's a powerful collection of personal stories from 36 inspiring women leaders who've overcome tough challenges (the real, honest stuff leaders rarely talk about).