PentEdge Is Your AI Sherpa For Financial Institutions
We guide community banks and credit unions through AI strategy, implementation, and optimization with seamless integration into legacy core systems to improve efficiency and maintain compliance.
Clarity in the Age of AI
When everything feels noisy, you need a clear path.
Your goal is to choose AI that fits your mission, integrates with what you already have, and delivers real results without disruption.
You want systems that work together, teams that feel confident using new tools, and workflows that run with less friction.
You want legacy platforms to operate like modern, connected engines that support growth, efficiency, and measurable improvement.
Here’s how PentEdge makes it possible.
Think You're Stuck?
You CAN Dream Bigger.
We've published a whitepaper for community bank leaders who are tired of complex systems, manual work, and unclear tech promises.
Inside you'll learn how to reduce friction, introduce smart automations, and move your bank into the future with confidence.
Outcomes You Can Take to the Boardroom
See the measurable impact of modernizing financial infrastructure with partners who deliver under pressure and above expectation.
74%
faster transaction processing
3x
increase in transaction volume capacity
75%
reduction in manual work
98%
project success rate
31%
reduction in operational costs
+30%
engagement increase within 90 days
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regulatory findings across 40+ audits
99.9%
system uptime during engagements
22%
reduction in total cost of ownership
$3.2M
average savings in compliance penalties
The Difference Is In The Details
Why Choose PentEdge?
Here's what you can expect when you work with PentEdge to modernize your bank.
At PentEdge we help community banks and credit unions under $10B move from legacy systems to AI powered clarity. Our mission is simple: unlock growth through safe and practical AI adoption. With a seasoned team and proven frameworks you can have confidence we can support your biggest goals.
Transformation should not be overwhelming or risky. That is why we guide you step by step, planning with precision, implementing with care, and optimizing with foresight.
What sets us apart is that we are more than consultants. PentEdge is your AI sherpa. We combine compliance expertise, data integrity, scalable infrastructure, and managed services into one unified partner. From ready to deploy solutions to fully custom AI and API integrations we connect every dot so you can modernize with confidence while avoiding the guesswork.
CEO, Lisa Pent
Where expertise meets execution - 200+ team Members
Our Partners
Your transformation deserves more than a plan. It needs the right people to lead it. You need a full service FinTech solution that suits your needs.
Techjays
AI & Tech Implementation Partner
Take advantage of scalable, enterprise-grade solutions tailored to your institution. Streamline core systems, meet regulatory demands, and eliminate manual work to cut implementation costs by up to 35%, increase client engagement by 30%, and reduce manual processes by 75%.
UBIX
Predictive Analytics Partner
UBIX empowers business leaders to rapidly build no-code AI solutions such as credit risk, fraud detection, deposit studies, interest rate modeling, and liquidity forecasting without relying on data scientists. Reduce fraud, accelerate compliance, and turn data into action quickly, securely, and without technical debt.
Barry N. Rein & Associates
Regulatory & Risk Advisor
With decades of U.S. banking compliance experience, Barry N. Rein & Associates helps you meet regulatory standards with confidence whether it's BSA, KYC, or AML. Get faster onboarding, fewer audit headaches, and a stronger compliance posture from day one.
UHY
Operations & Accounting Advisor
Align your modernization plans with the realities of your operations. With expert financial oversight built in, you'll budget smarter, forecast with confidence, and stay laser-focused on ROI so every dollar spent moves you closer to real results.
Xyant Services
Digital Transformation Partner
With decades of experience driving digital transformation, Xyant Services enables our team to hep you in unlocking data-driven insights, automate key processes, and deliver smarter, more personalized financial experiences for your customers.
The People Driving Precision and Progress
Meet The Rest of The Leadership Team
We’re operators, strategists, and builders who turn complexity into clarity, guiding institutions through a systematic modernization of their tech stack.
Philip Samuelraj | Tech & AI Lead
Philip leads AI and engineering strategy at PentEdge focusing on architecting intelligent systems and integrating AI solutions across client engagements.
Devon Jones | Fractional CMO
Devon manages the customer journey at PentEdge shaping positioning, refining messaging, and building the systems that keep our growth engine running smoothly.
Alicia Trelles-Duckett| PMO Lead
Alicia leads projects at PentEdge, making sure ideas turn into real results. She helps teams stay on track, manage change, and focus on what actually delivers value.
Charles Regis| Director of Delivery
Charles leads delivery at PentEdge, turning complex initiatives into smooth, successful outcomes. He keeps teams focused, aligned, and moving toward measurable results.
We're Hiring!
We're growing and always looking for sharp,
driven people who thrive in complexity and
care about doing work that matters.
Adopt AI with clarity, confidence, and control
AI can feel overwhelming, but it does not have to. PentEdge provides the map, the tools, and the guidance so your team can move forward without fear of disruption. With our phased approach you get clarity on where AI fits, confidence in your choices, and systems that scale smoothly.
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Faster Implementation
Clear roadmaps align teams, cut confusion, and speed up real progress.
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Higher Success Rates
Early wins drive momentum, trust, and long-term transformation success.
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More Efficiency Gained
Ongoing refinement keeps systems sharp, fast, and built to scale.
Stay Up To Date
News & Updates From The Banking World
The world of finance, compliance, and technology moves fast.
Gain clarity, strategies, and confidence to lead through change.
Gain clarity, strategies, and confidence to lead through change.
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Our team will help you align your tech, budget, and strategy.