Selected Engagements

Where this thinking has landed..

A representative selection of advisory engagements, anonymised at client request. Patterns repeat across banking, payments and large enterprise — the specifics rarely do.

Case Studies

Anonymised engagements.

Industry, region, format and advisor are accurate. Specifics abstracted. References available on request.

01 · FeaturedEMEA

Tier-1 European bank

An agentic-AI rebuild roadmap signed off at executive committee level.

Challenge

The executive committee had approved an 'AI strategy' built on the old automation model — predictable systems, reactive human oversight. Board pressure mounted after Brett's 'Bankers Have Five Years to Rebuild for Agentic AI, Or Perish' feature reframed the timeline as arithmetic, not warning.

Approach

Five working sessions translating the five-year agentic-rebuild thesis into operating reality: agent-identity authentication, compliance as a runtime contract enforced at the moment of decision, and product fit as a routing problem the agent solves before the customer sees it.

Format · Advisor

Executive briefing series — 5 sessions over 9 months · Brett King

Scope a similar engagement
02North America

Top-10 US regional bank

The three deferred decisions reframed and committed at board level with funding.

90-day strategic sprint

With Jim Marous
03EMEA + APAC

Global payments and financial services firm

New operating model adopted at executive level.

9-month advisory retainer with quarterly executive sessions

With Michael Clark
04North America

Fortune 500 technology company

Patterns adopted across five product divisions.

Workshop programme — 4 workshops over 6 months

With Ross Dawson

Voices below quote engagements from

TD Bank/Morgan Stanley/KPMG Australia/Salesforce/Payments Canada/Open Banking Expo

Active Now

Where each advisor is right now.

Current public work — research, frameworks, podcasts and stages — verifiable through each advisor's own channels.

Client Voices

What they said.

Verbatim from executives, programme leads and event hosts after working with Provoke advisors.

Your insights were provocative and eye-opening. You definitely set the bar for future speakers.

Jeanetta Vena

Leadership Development & Talent Management

TD Bank

With

Brett King

Brett King
Outstanding. Our group walked away with a much deeper understanding of the future landscape of banking.

Kira Dubas

Head of Strategy, Wealth Management Technology

Morgan Stanley

With

Brett King

Brett King
“Jim's keynote was inspired. The audience were gripped; his content was on point and it provoked real thought for how the future of banking might look.”

Kelly Stanley

Co-founder and MD

Open Banking Expo

With Jim
“Jim is a fantastic speaker, with an amazing stage presence — everyone loved him.”

Julia Orlando

Communications Lead

Payments Canada

With Jim
“Your session was fantastic, incredibly thought provoking and extremely well received. It was exactly what we were looking for.”

Chris McLaren

Head of Technology, Media and Telecommunications

KPMG Australia

With Ross
“Your intelligent and succinct framing of agentic technology provided the perfect lead-in to our keynote. Incredibly professional and insightful.”

Derek Laney

Technology Evangelist & Senior Director

Salesforce

With Ross

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