Relevant was founded by financial services executives who understand what it means to be accountable for AI decisions: the regulatory scrutiny, the fiduciary duty, and the expectation that you know what you're signing off on.
Every financial services leader we know is being asked to make decisions about AI. Most of them are doing it without the fluency or evolving governance readiness they need. The training that exists is either too technical, too generic, or built by people who've never had to answer directly to a financial services board or shareholders.
Relevant exists to close that gap. High-touch AI fluency and governance training, built specifically for financial services leadership, by people who have lived it.
Alex has been a leader in the financial services technology and AI space for over a decade, driving strategy, implementation, governance, and legal decisions. At the CFPB's Office of Law and Policy, she led the Legal department's efforts on AI and fintech oversight. At Bank of America, she served as the lead attorney for the Digital bank, advising on the Bank's foray into technology driven data connectivity and AI-based services. She later served as General Counsel of Valon, one of the earliest successful adopters of Generative AI among established fintechs, and as Team Leader for Financial Regulatory and Co-Leader of FinTech at Womble Bond Dickinson. She has founded two fintech AI startups and advises a number of financial services companies on AI implementation, strategy, and governance.
Alex is an honors graduate of Harvard Law School and a permanent member of the Fourth Circuit Judicial Conference. She is originally from Monterrey, Mexico, and now lives in Charlotte, NC.
David brings over two decades of experience in AI, machine learning, and engineering leadership. He co-founded Notch, a machine learning consulting firm, which was acquired by Capital One to anchor its Center for Machine Learning. At Capital One, he continued to lead AI initiatives at scale in a heavily regulated financial services environment.
He has held technology leadership roles at Facebook and most recently served as Chief Technology Officer at Vectari, where he led AI initiatives in customer engagement and operational efficiencies for financial services companies. He was subsequently appointed Chief AI Officer at SingleStone, leading enterprise AI strategy across data analytics, architecture modernization, and customer-centric technology.
David has built his career launching, scaling, and leading AI products and teams from startup to enterprise, always with a focus on practical, measurable results.
Financial services operates under a level of regulatory scrutiny that most industries don't face. AI governance here isn't optional, it's a fiduciary obligation. The people making decisions about AI adoption need training that accounts for SEC guidance, OCC expectations, fair lending requirements, and the realities of board-level accountability.
We built Relevant for this environment because it's the one we know. Every framework, every training module, every governance resource is designed for the specific constraints and opportunities financial services leaders face.
Whether you need executive training, a board-level intensive, or ongoing advisory, let's talk.
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