The Source AI is a boutique advisory for the hybrid enterprise. We help leadership teams deploy agentic AI and measure the workforce it changes — with the two platforms defining each category — in weeks, not transformation years.
The global consultancies bill by the quarter and staff by the dozen. We advise on two platforms we know deeply, deploy alongside your team, and are paid on results being real.
The Source AI runs two independent practices under two independent agreements. They don't overlap, bundle, or share client information — each has its own page, its own engagement path, and its own mandate.
Independent engagements · No joint offeringAutonomous AI agents deployed, governed, and scaled as managed members of the enterprise workforce. Advisory and authorized channel for the agentic labor category.
Enter the Wand practiceObjective, privacy-first intelligence on how work actually happens — across employees, contingent labor, and AI. Advisory and authorized channel for enterprise workforce intelligence.
Enter the Sapience practiceConsulting engagements stand on their own or wrap around a platform deployment. Every one is scoped to a decision your leadership team actually has to make.
Where autonomous agents create value in your operation, where they don't yet, and what governance has to exist before the first one runs.
Roles, KPIs, escalation paths, and accountability for a workforce of humans and agents — designed so the org chart survives contact with AI.
An objective picture of how work happens today — capacity, friction, AI adoption — so transformation is measured against fact, not opinion.
Ranked, costed, defensible: which workflows to automate first, what each is worth, and the business case your CFO will sign.
Owner's-side representation through vendor deployment — scope, security review, milestones, and acceptance held to the original case.
Policy, audit trail, and a reporting cadence that lets the board see a governed workforce — not a science project.
Our work concentrates in financial services and other operations where governance isn't optional — where an agent workforce has to satisfy the auditor, the regulator, and the board at the same time.
Reconciliation, exception management, KYC/AML operations, and dispute workflows — the high-volume back office where agentic labor pays for itself first.
The category's public proof point: Wand's multi-year strategic partnership with Franklin Templeton, deployed across a global asset-management platform.
Claims triage, policy administration, underwriting support, and regulatory reporting — labor-intensive, rules-heavy, and ready for governed autonomy.
Brokerage operations, research, valuation workflows, and deal support across firms where headcount has always been the only lever.
Supply-chain exceptions, invoice processing, IT service operations, and workforce scheduling at national scale.
Non-clinical operations — onboarding, credentialing, staffing, IT support — where capacity is scarce and PHI boundaries are absolute.
Enterprise diligence is our native environment. Here are the straight answers before the first call.
Platform licenses are contracted directly with the vendor — Wand AI or Sapience Analytics — on the vendor's enterprise paper, security terms, and SLAs. Advisory engagements are contracted with The Source AI LLC separately. You are never asked to run enterprise software spend through an intermediary.
Principal-level advisory and vendor access: use-case selection, business casing, operating-model design, and owner's-side oversight through deployment. Our channel relationships are disclosed in writing at the start of every engagement.
Deployments run on vendor infrastructure under the vendor's certifications — including on-prem and private-cloud (VPC) options for regulated environments. The Source AI operates under NDA from the first conversation and holds no client production data.
A 90-minute working session with your leadership team, under mutual NDA, at no cost. You leave with a candid read and a ranked opportunity map — whether or not you engage further.
The sequence is deliberate: measure before you change, decide before you build, and hold every deployment to the case that justified it.
Working sessions with your leadership plus objective data on how work happens now. Output: a fact base and a ranked opportunity map.
Weeks 1–2The operating model, governance framework, and business case for the first wave — specific workflows, specific owners, specific numbers.
Weeks 3–5Platform deployment with owner's-side oversight, then a measured expansion cadence. Value is reported against the baseline, every quarter.
Weeks 6+Small on purpose. The people you meet are the people who do the work.
Founder and operator with two decades building and running businesses across hospitality, retail, and distribution — now focused entirely on the hybrid workforce. Michael advises leadership teams on agentic AI and workforce intelligence strategy and leads both practices at The Source AI.
Enterprise consultant and advisor with deep relationships across financial services and security-conscious organizations. Michael advises clients on adoption strategy and leads engagement development for The Source AI's enterprise accounts.
Ninety minutes with your leadership team. You leave with a candid read on where agentic AI and workforce intelligence apply to your operation — and where they don't yet.
Or email directly: michaelgurtman@thesourceai.com