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.

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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.

AIMS™ — AI Implementation Mapping System

AI strategy built for real operations. Creates a path that fits your existing systems, supports staff adoption, and delivers measurable outcomes without disruption.

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FUSE™ — Foundation for Unified Systems Enablement

Connects legacy systems, modern tools, and scattered data so everything works together. Reduces errors and cuts the time staff spend moving between platforms.

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FLOW™ — Fast, Lean Operational Workflows

Transforms manual workflows into automated, efficient processes that fit your current core. Improves speed, accuracy, and team capacity with minimal change effort.

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

Gives leaders clear insight across products, divisions, and customer activity. Works on top of your current systems and equips teams to make faster, informed decisions.

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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

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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.

Lisa Pent, CEO of The Pent Edge in New York, a MSP firm dedicated to modernizing mid tier financial institutions tech stack

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

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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%.
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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.
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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.
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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.
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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.
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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.

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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.

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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.

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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.

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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.

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We're Hiring!

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

Apply Now

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

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

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