As financial institutions face growing uncertainty and pressure to respond to rapid economic changes, Delfi an AI-native risk management platform has joined forces with CFO Consulting Partners LLC (CFOCP), a firm of seasoned C-level financial experts, to help banks and credit unions strengthen their balance sheets and make more informed decisions at greater speed. The partnership brings together Delfi’s real-time AI-driven analytics with CFOCP’s deep executive experience, creating a powerful blend of advanced technology and hands-on financial guidance.
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Through this collaboration, institutions gain access to Delfi Overwatch at preferred pricing, giving them entry to a modern balance sheet platform designed to surface actionable strategies in real time. Alongside these analytical capabilities, organizations receive personalized financial insight from CFOCP’s senior leadership team, who have decades of experience navigating complex economic cycles across the banking and financial services sectors. For institutions that require more comprehensive support, CFOCP also offers extended advisory services in areas such as data governance, FP&A, operational workflows, and asset-liability management.
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The goal of the partnership is to equip banks and credit unions with a more resilient and intelligence-driven approach to managing capital, interest rate exposure and long-term financial performance. Eric Segal, Managing Director of CFO Consulting Partners, noted that today’s financial leaders need clearer insight and faster strategies than ever before. By combining Delfi’s AI-driven analytics with CFOCP’s strategic advisory expertise, he said, institutions can make sharper decisions and compete more effectively in increasingly volatile market conditions.
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Delfi co-founder and CEO Daniel Ahn, a former banker and senior advisor to the Federal Reserve, emphasized that the partnership expands Delfi’s mission to democratize access to sophisticated risk management tools. He explained that while Delfi’s platform provides next-generation AI intelligence, CFOCP adds the human expertise institutions often rely on to interpret insights and implement sound financial strategies. Together, the two organizations aim to support banks and credit unions of all sizes as they build stronger, more adaptive financial foundations for the future.
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