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PentEdge Is Your AI Sherpa

AI strategy, implementation, and optimization for mid-tier financial instutions.

Clarity in the Age of AI

There's A Lot Happening In AI

We help you simplify the noise so you can execute faster with a clear path to ROI, operational efficiency, adoption, and accountability.

AIMS™ — AI Implementation Mapping System

We'll Leverage our expertise and experience to guide you and your team through the development of a phased modernization roadmap that aligns your systems, data, and cloud systems.

FUSE™ — Foundation for Unified Systems Enablement

We’ll connect the systems you already rely on so data flows cleanly, work stops bouncing between tools, and your team can move faster without replacing what works.

FLOW™ — Fast, Lean Operational Workflows

We’ll automate the busywork across onboarding, CRM, testing, and staffing so processes move smoothly, teams stay focused, and work actually gets done faster.

LUCID™ — Logic & Understanding for Compliance, Insight, and Decisions

We’ll bring your financial, risk, compliance, and hiring data together and turn it into clear, real time insight your leaders can actually act on.

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

0 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.

End to End AI & Tech Strategy

We help you see the whole board, not just the next move. No commitments or sales pitch, just real strategy that makes sense before you commit.

Hands On Execution

We don’t hand you a slide deck and exit stage left. We build it, fix it, ship it, run it. Whatever it takes.

Full Stack View (Core, APIs, etc.)

We don’t just see the surface. We dig into the core, the plumbing, the glue that holds it all together. Nothing gets missed.

Long Term Planning (Cloud, AI) with ROI

We map out where you’re headed and how to get there without setting money on fire. Future-focused, but grounded in what pays off now.

Budget Aware, Compliant Strategies

We help you see the whole board, not just the next move. No commitments or sales pitch, just real strategy that makes sense before you commit.

Execution Ownership

We don’t speculate or make guesses. If we say it’ll work, we own the outcome. That means you don’t carry the risk alone.

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.

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 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.

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.

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.

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.

Sowmya Sridhar| Digital Strategy Lead

Sowmya drives digital strategy at PentEdge, advancing AI-powered transformation and helping organizations turn complexity into clarity and measurable growth.

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.

0 x

Faster Implementation

Clear roadmaps align teams, cut confusion, and speed up real progress.

0 %

Higher Success Rates

Early wins drive momentum, trust, and long-term transformation success.

0 %

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.

All Posts
Thought Leadership

Credit Unions Overestimate the Data Needed for AI Execution

End of Content.

Let’s Uncover your path forward

Schedule A Road Map Call

Our team will help you align your tech, budget, and strategy.

PentEdge Is Your AI Sherpa

AI strategy, implementation, and optimization for mid-tier financial instutions.

There's A Lot Happening In AI

We help you simplify the noise so you can execute faster with a clear path to ROI, operational efficiency, adoption, and accountability.

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

0

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

Why Choose PentEdge?

Here's what you can expect when you work with PentEdge to modernize your bank.

CEO, Lisa Pent

Our Partners

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.

Sowmya Sridhar| Digital Strategy Lead

Sowmya drives digital strategy at PentEdge, advancing AI-powered transformation and helping organizations turn complexity into clarity and measurable growth.

We're growing and always looking for sharp,driven people who thrive in complexity andcare about doing work that matters.

Adopt AI with clarity, confidence, and control

Faster Implementation

Higher Success Rates

More Efficiency Gained

News & Updates From The Banking World

Credit Unions Overestimate the Data Needed for AI Execution

The Real Challenge Behind AI Execution in Mid-Tier Banking

AI in Banking Is Changing Everything. Are Cores Ready?

Schedule A Road Map Call

See how AI can integrate with your existing systems without operational disruption or compliance risk.

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.

We're growing and always looking for sharp,
driven people who thrive in complexity and
care about doing work that matters.