NEOEDGE AI
For Canadian lenders, credit unions and financial-services firms

The AI questions are stacking up. Let’s clear the pile.

A key process is slowing down your business. An AI pilot isn’t delivering. A vendor wants a signature. I test the options on your real work, build what earns its place, and train your team to run it.

Who you’ll work with
Sam Talasila
Sam TalasilaFounder & Principal, NEOEDGE AI · Former Head of LLMs & Data Products, Wealthsimple
  • WealthsimpleLed the AI strategy, from 3 to 100+ models
  • GovernanceSet up AI governance with Legal and Security
  • NEOEDGE AIHelping Canadian firms rethink work with AI
As featured in
  • The Logic
  • Financial Post
  • Investment Executive
  • MaRS Discovery District
AI in-tray · 8 itemsFirst read

Click any item to see how I’d approach it ↓

Tap any item to see how I’d approach it

    Sorted

      Illustrative examples, not a real client. Research figures are from 2026 reports. Each first read is a starting point. The real call comes from testing on your own work.

      First read · AI-01Click another item in the tray to switch ↑
      Case study · A Canadian mortgage lender

      Not every idea became a tool. That’s the point.

      I worked with a Canadian mortgage lender as its AI consultant, across nine teams, and I still advise them. Every idea was tried on real work first. Here’s where five of them landed.

      “Working with NEOEDGE AI didn’t just give us a single-use AI tool; it changed the way we think about our workflows and how we can utilize AI at our core.”

      Senior executive, Canadian mortgage lender
      Read the case study ↗︎
      1. Sales & investor relationsAI chatbot for fund questionsAnswers staff’s fund questions in Teams. Passed 30 tests before launch without a made-up answer.Live
      2. DevelopmentChoosing an AI testing toolMore than 15 tools compared. A small trial instead of a contract.Trial first
      3. AccountingCard statements, codedTyping became reviewing. An accountant checks the suggested codes.Live
      4. ExecutiveThe CEO’s weekly briefBlockers, momentum and decisions in one brief, each point linked to its source.Prototype
      5. Capital marketsFinancial lender reports, automatedAutomation of reports built from raw data, and highlighting outliers for human action.Live
      What I believe

      AI has to earn its place in your work.

      • On your work, not a demo. Your files, your exceptions, your people.
      • With the checking counted. Time saved means little if someone re-checks everything.
      • With someone who owns it. A named person who answers for it when it gets one wrong.
      How I help, drawn to scale

      Start small. Stop anytime.

      Each step is scoped and priced on its own. Not sure which fits? That’s what the first call is for.

      Hands-on Workflow Workshop

      One day of training for one team, on one workflow they already run.

      1 day

      Decision Sprint

      I test one AI option on your real cases, then give you a written call on what to do.

      ≈ 2 weeks · fixed fee
      What you leave with

      A decision record you can act on.

      The call, what we tested, what to do next, and who owns it. Your team, your risk function and your board can all read it.

      Clear Call Guarantee. A clear written call, or I keep working at no cost.

      I run two Sprints at a time

      See an example record
      Decision record · Mortgage document reviewSynthetic example
      Call
      Fix before rollout. Routine files worked. Two gaps need fixing first.
      Tested
      40 real files: 31 handled correctly, 6 needed a reviewer’s correction, 3 missing pages went unflagged.
      Next move
      Add a missing-page check, send non-standard income to a reviewer, then re-test on 20 new files.
      Owner
      Underwriting operations lead, with a named reviewer for exceptions.

      Controlled Workflow Pilot

      When the evidence supports it, I build and test it with your team, then hand it over for your people to run.

      6–8 weeks

      OSFI E-23 evidence work

      For federally regulated institutions with a specific AI or model evidence gap. The guideline takes effect May 1, 2027.

      Fixed-fee first step

      Works inside your rules

      Approved tools, your data rules, risk and IT from day one
      • Your approved tools. I work in what IT has already approved.
      • Your data rules. Client data is used only where approved. Until then, we use realistic samples.
      • Risk and IT from day one. Your technology, risk and compliance owners are part of the work, not a sign-off at the end.
      • A record you can show. Every test and call is written down for your board, auditors and examiners.
      Sam Talasila
      Who you work with

      I plan it. I build it. Your team runs it.

      I’m Sam Talasila. I led LLMs and data products at Wealthsimple, where the firm grew from 3 to 100+ models, and data-science teams at Shopify. You work with me directly, from the plan to the handoff.

      What’s in your AI in-tray?

      Need help sorting out AI at your firm? In 30 minutes, tell me what’s in your in-tray. I’ll tell you where I’d start, even if the answer is to leave it alone.

      Which sounds most like you?

      Bring to the callRough volumes, and where files get stuck.

      Book a fit callhello@neo-edge.ai
      First read

      Talk about this one
      Book a fit call30-minute
      call