Our many years of experience in financial services, technology, and regulatory work help us understand the unique potential AI has to make financial services more inclusive, more responsive to customer's needs and wants, and more compliant.
However, we also understand that financial institutions must use AI with caution, taking the necessary measures to protect sensitive data and to safeguard against detrimental over-reliance on the model, model bias, and other risks inherent in this emerging technology.
Co-founder & co-CEO
Chris has 25 years of business and technology leadership experience in both early-stage, high-growth startups and large global banks. He has over 15 years of experience leading distributed technology and product teams in digital banking and consumer payment systems.
Chris has 25 years of business and technology leadership experience in both early-stage, high-growth startups and large, global banks. He developed expertise in digital banking and consumer payment systems with over 15 years of leading distributed technology and product teams. His transition to entrepreneurship most recently included co-founding and leading startups over the last decade. Chris was the CEO and co-founder of Levvel, a US-based technology consulting firm focused on helping transform their clients’ businesses with strategic consulting and technical execution services. Endava acquired Levvel in 2021 to complement and accelerate Endava’s existing business in payments, banking, and mobility. Chris joined Endava as EVP in North America as part of the acquisition, leading one of Endava’s global client delivery organizations. He was responsible for the company’s engagements with financial services, banking, insurance, and payments clients in the region. Chris and his team helped their clients adopt next-generation technologies with Endava’s agile, multi-disciplinary capabilities to accelerate digital business initiatives. Before co-founding Levvel and joining Endava, Chris primarily focused on consumer banking and payments technology leadership at companies like Bank of America, TIAA, and FleetBoston Financial.
Co-founder & co-CEO
Alex has spent the last decade working on legal, risk, and compliance issues at the intersection of consumer financial services and emerging technology, including artificial intelligence.
Alex has spent the last decade working on legal, risk, and compliance issues at the intersection of consumer financial services and emerging technology, including artificial intelligence. She began this work at the Consumer Financial Protection Bureau where she served as Senior Counsel in the office of Law and Policy and led the legal department’s work on Artificial Intelligence. She advised Senior Leadership, including the Director, on establishing guidance for governing AI models in a way that facilitated their use to enhance access to credit and consumer protection. Alex’s work led to the Bureau’s first ever No Action Letter, in favor of a company using AI models to enhance underwriting for non-traditional loan applicants. Alexandra was also the Bureau’s lead attorney on FinTech, regularly engaging with some of the county’s leading fintech companies on novel regulatory questions. She also specialized in Fair Lending and issues relating to customers with Limited English Proficiency. As part of that work, Alex led the legal department’s work on Spanish-language financial services. Following her work at the Bureau, Alex was a partner at two national law firms, where she led the FinTech groups and advised a variety of banks, leading fintech companies, fintech trade organizations, and Artificial Intelligence clients on regulatory issues, litigation, and product development. She also helped several of the country’s largest banks expand their Spanish language offerings and expand their language strategies. Alex then joined Bank of America, where she led the Bank’s Digital Banking legal work and advised the Head of Digital on the full range of legal and regulatory issues. Alex worked closely with Digital on expanding and refining the Erica artificial intelligence tool, the banking app, the Zelle product, and the Bank’s Spanish language offerings, among many other issues. Alex also represented the Bank in several trade groups of the largest banks in the country, helping to set the groups’ strategies on issues related to novel technology and regulation. Alex graduated from Harvard Law School and the University of Texas. She is originally from Monterrey, Mexico and lives in Charlotte, NC, with her three daughters and her husband.
Chief AI Officer & Co-founder
David has over 20 years of experience in technology leadership and spent much of that time leading teams developing AI and ML. He's worked in a combination of entrepreneurial, early-stage, high-growth technology companies and for leading financial services firms.
David has over 20 years of experience in technology leadership and spent much of that time leading teams developing AI and ML solutions in the financial services industry. He was the co-founder and COO of Notch, which sold to Capital One in January 2018. As part of the transaction, David joined Capital One and led AI teams for several years before moving on to tech leadership roles at Meta and Spring Oaks Capital. David started his career as a software developer for the Federal Reserve Bank of Richmond. He went on to work in consulting in a variety of roles, including as a software developer, architect, and technical leader. After his time at Notch and Capital One, he worked at Meta as an Engineering Manager and most recently was the Head of Engineering for Spring Oaks Capital.
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