Vienna, VA – February 25, 2026
The press release was originally posted on CUInsight. Read the full article here.
AiVantage today announced the formation of its new Advisory Board, a multidisciplinary group of leaders from credit unions, banks, fintechs, and enterprise organizations assembled to help guide AiVantage’s roadmap, build industry collaboration, and elevate the evolution of its ground-breaking InteractiveAI end-to-end personalization platform. InteractiveAI is one of its kind, empowering financial institutions to build meaningful, individualized personalized relationships at scale, making consumers feel heard and valued like never before.
The advisory board comes together at a time when financial institutions are moving beyond AI experimentation toward practical implementation, governance, and measurable outcomes. Welcoming the advisors, Karan Bhalla, CEO of AiVantage, said: “True & relevant innovation cannot be built in isolation. It must be shaped by real applications, foresight, and community leadership working together. The strength of our advisory board reflects our confidence in AiVantage’s future along with the belief that the future of AI in financial services will be collaborative, responsible, and deeply human. We are honored to welcome such a qualified group of advisors to help launch us forward. “
The newly appointed members include:
- Gitanjali Bhalla, Chief People Officer at SGH Ltd, bringing global expertise in organizational leadership, governance, and transformation.
- Steve Bone, CEO at Member Access Processing (MAP), a veteran fintech leader with experience in digital banking and core modernization.
- Kaushal Pandya, President & CEO of Identifi, specializing in cloud architecture and AI-driven platforms for financial institutions.
- Melissa Pomeroy, EVP & COO at the Cooperative Credit Union Association, recognized for advancing analytics, collaboration, and data strategy across credit unions.
- Phil Prothero, CEO of Our Community Credit Union, a community-focused executive committed to member value and operational excellence.
- Eric Schurr, Chief Strategy Officer at Sunrise Banks and futurist advisor focused on financial inclusion and fintech partnerships.
Suchit Shah, COO of AiVantage, stressed: “Rather than going for a purely technical council, the board was intentionally designed to represent the full ecosystem AI must serve – operations, people, strategy, technology, and business impact. Each advisor on our board brings a distinct perspective that helps in our mission of breaking barriers through innovation.”
The board has already started to provide guidance on product direction, responsible AI practices, and real-world use cases, helping align innovation with operational realities and regulatory expectations across the financial services industry. AiVantage aims to set new standards for practical and ethical AI, enhancing human connection rather than replacing it with the belief that the future of financial services will be defined not just by smarter technology, but by more meaningful interactions between institutions and the people they serve.
About AiVantage
AiVantage is an innovation-driven company dedicated to empowering credit unions, banks, and financial service providers with cutting-edge AI tools, products, and services. Our flagship product, InteractiveAI, is making waves across the industry with its hyper-personalization capabilities—helping institutions craft each consumer interaction uniquely, one at a time. With a strong track record of success and deep industry insight, AiVantage is committed to helping financial institutions break barriers through innovation and stay ahead in a competitive, data-driven world.
Media Contact
Karan Bhalla
CEO of AiVantage
Karan@aivantage.org