THE AI CEO

Automation fails when process isn't defined first.

Most lenders can't automate their operations - not because the technology doesn't exist, but because the work has never been documented clearly enough to configure it. We fix that first.

See Foundation Protocolâ„¢

The prerequisite to every automation investment

10-12%

of deals reach funding with incomplete documentation

0

documented SOPs found in the average engagement

3x

the same data re-entered across systems per deal

1

person holds the critical process knowledge

Work with world-class tools

Lovable
Claude
monday.com
OpenAI
Manus
Gemini
Perplexity
Notion
AWS
Lovable
Claude
monday.com
OpenAI
Manus
Gemini
Perplexity
Notion
AWS
"The AI CEO doesn't just install AI and leave. It helps you build an intrapreneurial organization that can harness AI continuously, with a confident culture and capable leaders ready for the future."
Brianna Bentler

Brianna Bentler

Director of Implementation

Our guarantee: You only pay for results

We're so confident in our operational AI infrastructure that we'll prove the value before you commit to full deployment.

90-Day Value Guarantee: If we don't identify at least $500K in annual efficiency gains in your first 90 days, we'll refund 100% of your investment.

Performance-Based Pricing: Our fees are tied to measurable outcomes. If you don't see results, we don't get paid.

Zero-Risk Assessment: Start with a free 15-minute efficiency audit. We'll show you exactly where you're losing money before you spend a dollar.

Where your collectors' time actually goes

We mapped the A/R workflow and quantified every minute. In traditional collections, 40-60% of the day isn't spent collecting. It's wasted on review, note cleanup, static queue management, and compliance checks.

A/R Collections Workflow Time Breakdown showing transformation from traditional collections to AI CEO infrastructure

Our infrastructure automates the low-value administrative work and shifts your team's focus to high-value interactions and data-driven strategy. That's how you reclaim 40-60% of collector time for actual collecting.

Collection infrastructure that reclaims 40-60% of your team's day

Three core capabilities engineered specifically for A/R collections operations.

40-60% time reclaimed

Collection Workflow Infrastructure

Automates review, note cleanup, queue management, and compliance checks. Reclaims 40-60% of collector time for actual collecting.

340% contact rate increase

Verbal Collection Agent

Conducts outbound calls with empathetic dialogue, negotiates payments, logs interactions. Reaches 340% more customers at optimal times.

100% follow-up consistency

Systematic Outreach

Executes campaigns with adaptive scripting, handles objections, documents outcomes. Maintains consistent follow-up without staff burnout.

What lending leaders are saying

"RJ's approach to AI implementation in equipment finance is exactly what the industry needs. He doesn't just understand the technology. He understands our operations, our challenges, and our regulatory environment. That context makes all the difference."

AACFB Webinar Attendee

Equipment Finance Executive

"The session provided clear, actionable strategies for integrating AI into our operations. RJ's expertise in both technology and equipment finance is evident. He's been in our shoes, and that operational experience shows in every recommendation."

Industry Professional

VP of Operations

"Finally, someone who understands that AI isn't just about the technology. It's about operational transformation and leadership. RJ gets it because he's built and scaled equipment finance operations himself."

Equipment Finance Executive

Chief Operating Officer

"RJ's content is always top-tier. Practical, strategic, and grounded in real operational experience. He's not selling theory. He's sharing what actually works in equipment finance operations."

Adam Maggio

LinkedIn

Stop losing deals to faster competitors

Every month you wait, your competitors process more deals with smaller teams. Get your free efficiency audit and discover exactly how much profit you're leaving on the table.

Get your free efficiency audit

Limited to 3 new implementations per quarter. Q1 2026 slots are 80% filled.