rewrite this title Glia and Alloy Labs Unveil Banking AI Strategic Annual Planning Kit – Finovate

Banking AI platform Glia and financial services consortium Alloy Labs have jointly released their 2026-2027 Banking AI Strategic Annual Planning Kit.

The planning kit is a cross-functional blueprint that gives leaders at banks and credit unions guidance on deploying banking-specific AI solutions.

Glia is a multiple-time Finovate Best of Show winner. Alloy Labs most recently demoed its technology on the Finovate stage at FinovateFall 2022.

Banking AI platform Glia and financial services consortium Alloy Labs have teamed up to jointly release their 2026-2027 Banking AI Strategic Annual Planning Kit. The new resource is a cross-functional blueprint that provides leadership teams with clear governance templates, an enterprise-wide roadmap, and strategies to deploy banking-specific AI. The goal is to help organizations avoid the kind of security and compliance risks that many institutions face when using industry-agnostic AI solutions.

“This is the first planning cycle where AI strategy and bank strategy are in the same conversation,” Alloy Labs CEO Jason Henrichs said. “Boards are approving budgets for technology that moves faster than any planning process built to contain it—and institutions treating that as a line item rather than a set of strategic choices will spend 2027 explaining why the spend never reached the bottom line.”

The planning kit comes as a sizable number of regional and community financial institutions are reporting challenges when it comes to realizing some of the benefits of AI-enabled technology. Glia’s statement on the partnership noted that 80% of institutions have said that early adoption of AI has “failed to improve their bottom line.” The blueprint provided by Glia and Alloy Labs is designed to help leaders transform their investments in AI—increasingly the top technology budget item for banks and credit unions—into lower operating costs, higher loan and deposit growth, and greater account holder retention.

“We’ve sat in rooms full of bank technology leaders and asked how many have a single AI agent in production,” Henrichs added. “Silence. These aren’t laggards. They have board mandates and completed pilots. What’s missing is the bridge from experiment to strategy, and that’s a planning problem, not a technology one. We built this kit with Glia to close that gap. Glia was the right partner because they’ve done the production-scale work in banking that most AI vendors only put in slide decks.”

Designed as a practical workbook, the kit covers a variety of core topics including how to leverage conversational, automated, outbound voice and SMS outreach to boost loan and deposit volumes, and key parameters for evaluating cybersecurity architectures and regulatory compliance factors to defend against hallucinations, data leaks, and vendor sprawl. The kit also articulates a Centralized Product Ownership Model for C-suite leadership, a Three-Phase Roadmap to facilitate smooth scaling that does not interfere with existing workflows, and a practical framework for launching a Universal Banker model that supports and elevates the entire workforce.

“As the 2027 planning cycle begins, banks and credit unions are facing a perfect storm,” Glia CEO and Co-Founder Dan Michaeli said. “Financial institutions are trying to protect their core deposits, keep the next generation from moving their inheritance away, and somehow find growth in a flat market. Throw in talent shortages, compliance headaches, and rising fraud, and the old strategic planning playbook just won’t cut it. We built this resource because executives don’t need more AI hype. They need a practical blueprint to prioritize their efforts to handle all these pressures at once.”

A consortium of more than 90 community and midsize banks, Alloy Labs spans 46 states and nearly $500 billion in combined assets. The alliance works with banks and credit unions, collaborating to share insights, explore emerging trends, and unlock new opportunities for growth. Viewed as a single entity, Alloy Labs is a top 10 bank, which gives it the scale to work with larger providers and provide a scaling path to startup partners. Jason Henrichs is CEO.

A multiple-time Finovate Best of Show winner, Glia most recently demonstrated its technology at FinovateSpring 2021. The company’s Banking AI Operating System serves as a central intelligence layer that sits on top of existing tech stacks, activating an AI workforce of specialized agents that draw from banking data, interaction history, and integrated systems of record. These AI agents automate workflows across voice and digital channels to lower operational costs, boost efficiency, and streamline the customer experience. More than 700 banks and credit unions rely on Glia’s technology.

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