You’re evaluating what AI can do for your program — let’s make sure you’re building the right three agents before you decide.
FOR BANK OF AMERICA — FREE 1:1 SESSION — LIMITED SPOTS
Escape the dev-handoff taxScore Bank of America’s experimentation velocity in 60 minutes
Your digital banking funnels have more than enough traffic — the bottleneck is the handoff queue between a hypothesis and a live test. Sixty minutes, and you leave with a ranked list of AI agents that fix that, built for your stack.
50+ programs benchmarked — Free — No pitch
A plan, not a pep talk.
This isn’t a generic AI introduction. We map Bank of America’s actual experimentation workflow across your core digital banking journeys — account opening, card and loan origination, and digital servicing self-service — identify exactly where you sit on the AI maturity curve, and tell you what to build next.
1
Your AI maturity benchmark
We score Bank of America’s experimentation program across five dimensions — AI awareness, executive buy-in, tool adoption, process integration, and agent deployment readiness. You see exactly where you stand against the top financial services experimentation teams, with a gap analysis showing what it takes to move your program to the next level.
2
Your workflows, mapped
We dig into Bank of America’s actual experimentation flows — account opening, card and loan origination, and digital servicing self-service — step by step. Where does a hypothesis wait on a CMS handoff? Where is your team doing work an agent could own? We map every stage and surface exactly where AI makes a measurable difference.
3
Your three highest-value agents, identified
Every opportunity gets scored by impact and effort against Bank of America’s specific funnel priorities — account opening conversion, origination automation, and digital servicing deflection. You leave with the three agents that will move your program fastest, each with a breakdown of what it does, what it replaces, and the velocity it returns.
4
Your training plan
Once you know what to build, we show you how to build it at Bank of America’s scale — without adding headcount or disrupting your team’s current workflow. You leave with a personalized build plan and priority access to Opal University, Optimizely’s free AI experimentation cohort.
Your session host
You’re in good hands
I’m Darcey Lachtman, and I’ll be leading your AI fitness workshop.
I’ve spent a decade in experimentation—starting at Optimizely in 2016, then refining my skills at LaunchDarkly and Eppo, before returning to Optimizely as Solution Strategy Director. I’m Optimizely’s expert on agentic experimentation, and I’ll show you exactly where AI agents fit into your program.
Wherever you’re starting, there’s a seat here for you.
What I care about: Making this genuinely useful, not impressive. You should walk away knowing exactly where AI fits your program, and confident enough to start building.
Used by the biggest experimentation programs in the world.
Salesforce
ebay
Alaska Airlines
American Express
Dolby
Fjällräven
New Era
We mapped our standard experimentation workflow, identified where Optimizely’s AI agents plug into current gaps, and scoped out what we could build custom. The sky’s the limit.
Brandon Brackett
Head of Growth Experimentation, Salesforce
We went through our entire experimentation process end to end, mapped where AI agents could fit in, and came out with a clear picture of what to build next.
Shaun Dolan
Group Optimisation Manager, Kingfisher plc
Workshop bonus
Track your real fitness too.
We’re tracking the AI fitness of your experimentation program. But you may as well track your personal fitness too. You’ll get a free Apple Watch SE 3—shipped to you after your session.
1
USA
You’ll receive an Apple Watch SE 3 GPS 44mm, shipped directly to you.
2
Europe or the U.K.
You’ll receive an Apple gift card for the equivalent value—same idea, your choice of model.
3
One per workshop
One Apple Watch per workshop.
* This offer is exclusive to the original invited recipient. If this page was forwarded to you by someone else, the gift does not automatically apply—please get in touch to check whether your account is eligible before booking.
Is this for you?
If you’re the Bank of America leader who gets asked “What’s our AI experimentation plan?” — this session was built for you. If you’re still getting your program off the ground, start there first.
This is for you if...
You lead experimentation at Bank of America — Head, VP, or Director — and leadership is asking for an AI roadmap, not just a pilot
You’re running tests across account opening, origination, or digital servicing flows but haven’t built AI into the workflow in a structured way
You’re evaluating where AI fits before your next platform decision and want a real ranked build list, not a demo
You’re ready to walk away from 60 minutes with a prioritized agent list, not a framework deck
Not quite yet if ...
You’re still getting your experimentation program off the ground—get the basics bedded in first
You’re looking for a general AI overview. This session is applied and specific to your actual flows
You can’t commit 60 focused minutes. This only works if you’re fully in it
Free. Private. No pitch.
Fill in your details and we’ll reach out to confirm a time that works for you.
✓ Completely free—no credit card needed
✓ Specific to Bank of America’s experimentation practice, not a generic overview
✓ No sales pitch—just useful outputs
✓ Apple Watch SE 3 (or gift card) per workshop
