The AI Edge Program
Practical AI. Real business advantage.
Learn how to implement AI tools and systems that save time and drive measurable growth.
Limited-Time Offer for New Members
Start the new year off with a clear AI strategy.
Join our AI Edge program by January 31, 2026, and get a comprehensive AI readiness diagnostic to help chart your path forward–on us!
*Limited-time offer. Complimentary AI diagnostic available for firms that enroll by January 31, 2026. Diagnostic completed by March 31, 2026, with results delivered within 30 days.Estimated value: $20,000.
Why You Need the AI Edge ?
Falling Behind Faster Than You Realise
01
AI adoption is accelerating across industries. Without a clear strategy, businesses risk losing efficiency, speed, and competitiveness to those already leveraging AI effectively.
02
Tools Without Strategy Don’t Create Value
Many teams experiment with AI tools but fail to see real impact. The AI Edge provides structure, direction, and prioritisation so AI efforts translate into measurable outcomes.
03
Operational Inefficiencies Are Costing You Daily
Manual processes, slow decision-making, and duplicated work drain time and resources. The AI Edge helps identify where automation and AI-driven workflows can deliver immediate gains..
What You Get as a Member ?
AI Edge is a 12-month paid membership program. As a member, you get:
A monthly AI workshop
A monthly AI workshop or briefing built around your firm’s unique needs (virtual or in-person, at your discretion)
Our exclusive, members only AI Edge publication
Our exclusive, members-only AI Edge publication that dives deep each month into industry -relevant AI topics
Opportunities to collaborate with legendary AI pioneers
Opportunities to collaborate with legendary AI pioneers in our strategic partnership network, such as the MIT CSAIL (Computer Science and Artificial Intelligence Lab)
Always-on consulting access
Always-on consulting access to Rubesh Jacobs, our founder, a recognized industry leader in the field of AI
Monthly investment: $2,500*
Other unique members-only benefits to be announced throughout the year.
*12-month commitment required
Is AI Edge Right for You?
Seek guidance as to where AI can create near-term value for your firm
Want to understand how AI and AI tools work in non-tech speak
Need a practical roadmap and clear priorities for how to turn strategy into action
Then AI Edge is for you.
Whether you’re exploring AI for the first time or looking to refine your approach, AI Edge meets you where you are and helps you move forward with confidence.
Ready to Explore the AI Edge Program?
Our Program is designed for Leaders at mid-sized Assets and wealth management Firms who want a clear AI Strategy along with practical , immediately actionable steps their teams can take to generate real results , quickly.
This program is right for you if you :
Claim Your New Member Benefit Today
Available for a limited time.
Join our AI Edge program by January 31, 2026, and get a comprehensive AI readiness diagnostic to help chart your path forward. All on us.
*For a limited time. Offer expires 1/31/26. Sign your firm up by the 1/31/26 deadline to claim. Diagnostic to be conducted by 3/31/26, with results presented 30 days after close of diagnostic activities. $20,000 value.