Work
Most of my work falls under NDA — so the case studies below describe the shape of the engagement and the measurable outcome, without naming the client. Where I’m permitted to name names, I do.
Financial Services
Agentic AI Implementation
A top-50 US bank’s contact center was drowning in routine inquiries. We scoped, built, and shipped a retrieval-augmented co-pilot agent in 14 weeks — with full evaluation harness, escalation paths, and compliance review.
Placeholder — replace with your real engagement
Mid-market SaaS
Fractional Chief AI Officer
A $400M ARR vertical SaaS company needed senior AI leadership but couldn’t justify a full-time CAIO yet. We ran the function for six months, shipped two production agents, hired the team, and then transitioned to a permanent successor.
Placeholder — replace with your real engagement
PE Portfolio
Value-Creation Sprint
A PE fund had an AI value-creation thesis but no consistent way to land it. We packaged a 4-week diagnostic + 90-day build, ran it across four portcos, and built a shared pattern library to reuse the wins.
Placeholder — replace with your real engagement
“Moris was the rare advisor who could be in the boardroom setting the strategy in the morning and in the standup debugging the agent in the afternoon. One throat to choke. That’s the whole pitch.”