Sole

Results for the work that matters

Sole helps organizations deploy AI effectively, modernize risk and compliance, and deliver critical change — where the stakes are high and execution matters.

Create actual AI value
Understand where to start with AI, and how to drive change that provides real value. From individual agents to whole organization adoption.
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Case study
Building a custom agent COE at a large asset manager
Make compliance easier
Modernize compliance without losing control. Strategy, AI solutions, platform migrations, and more.
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Case study
Digital communications compliance at a global financial services company
Realize project outcomes
You're on the hook for projects that need traction, alignment, and execution. We mobilize and build momentum to get it done.
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Case study
Rolling out a new POS to 5,000 franchisees in record time
The market

Modern organizations are moving faster than ever.Technology is table stakes.The organizations that win invest in people and process change, too.

01
AI is moving past pilot
Copilots and agents enter live workflows faster than governance, observability, and adoption muscle can be built.
02
Compliance expectations are expanding
New supervisory regimes for digital communications, AI, and third-party risk land before existing programs are stable.
03
Critical programs stall under complexity
Cross-functional initiatives drift in the gap between strategy decks and operational reality.
04
Technology outruns the operating model
Systems go live before the people, processes, and controls that make them work.
Service Areas

Services focused on high-stakes change.

01
AI Strategy & Enablement
For organizations moving from AI interest to actual outcomes.
AI opportunity assessment & roadmap
Microsoft Copilot adoption at scale
Custom agent strategy & lifecycle
Responsible AI governance & controls
Adoption planning & value measurement
0
employees using AI solutions daily at asset manager
02
Governance, Risk & Compliance
For organizations modernizing compliance without losing control.
Digital communications governance
Compliance technology implementation
Archiving & supervision programs
Risk and control operating models
Regulatory change programs
0
operations saving at financial services client
03
Change & Delivery Advisory
For complex programs that need traction, alignment, and execution.
Program strategy & mobilization
Executive stakeholder alignment
Operating rhythm & PMO design
Change & adoption strategy
Post-implementation stabilization
0
higher order size after technology rollout
The difference

We connect intention with execution.

We help organizations turn ambitious ideas into lasting change. A 30-minute conversation is the easiest way to see if Sole is the right partner.

StrategySoleExecution
Experienced operators
Led by people who have built, governed, and scaled change across a range of projects.
Proven in messy, cross-functional environments
Fluent across business, technology, risk, compliance, and the realities of execution.
Adoption is part of the work
We design for governance, operating rhythm, and durable adoption — not just go-live.
Senior enough to shape the agenda. Hands-on enough to make it real.
We work from strategy through implementation, staying close to the decisions and details that determine whether work sticks.
Selected work

Real-world execution.

Regulated insurer
11mo
from mobilization to live
Stood up a regulatory change program under board scrutiny.
Built program governance, executive cadence, and cross-functional delivery structure for a high-visibility regulatory remediation — keeping the program executable when scope, politics, and timing all moved.
Change & Delivery Advisory
Read case study
Tier-1 broker-dealer
4 → 1
platforms consolidated
Modernized digital communications governance.
Led vendor selection, implementation, and post-go-live operating model design for archiving and supervision — aligning legal, compliance, IT, and the business under a single governance structure.
Risk & Compliance
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financial services
10,000+
employees onboarded
Scaling Microsoft Copilot adoption across a global enterprise.
A global asset manager was one of the first large financial services firms to roll out M365 Copilot to the entire company. Sole led the program that moved Copilot from a promising experiment to durable use across 10,000 employees.
AI Strategy & EnablementChange & Adoption
Read case study
Field Notes

Practical perspectives from inside the work.

All field notes
If you're not doing early adopters, you're not doing it right
Jun 2026·3 min

If you're not doing early adopters, you're not doing it right

An early adopter phase is the test drive before an enterprise launch. Learn how to validate technical, business, and support readiness with a small group, gather feedback, and resolve gaps before they affect the entire organization.

Building an enterprise agent factory
Sep 2026·5 min

Building an enterprise agent factory

Three lessons from building an enterprise agent factory: use just enough process to move quickly, shape demand before it reaches engineers, and invest in the shared platform that keeps every agent from becoming a one-off.

Can't I just use Claude for everything?
Apr 2026·5 min

Can't I just use Claude for everything?

What general-purpose "everyday AI" tools do well — and where enterprises still need purpose-built AI, governance, and integration to capture real value.

Ready to learn more?

We work with senior leaders in risk, compliance, AI, technology, and change. A 30-minute call is the easiest way to see if Sole is the right partner.

What to expect
01
A 30-minute call
No pitch deck. We listen first.
02
A follow-up on where to start
Within a week — what we see, where we'd focus.
03
A scoped engagement
Only if there's a clear fit. Otherwise we'll point you elsewhere.
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