Wells Fargo is making AI bets across its digital business — let’s scope exactly which agents your experimentation team should build first.
FOR WELLS FARGO — FREE 1:1 SESSION — LIMITED SPOTS
A lot has changedhere’s what Wells Fargocan do now
The experimentation AI playbook has moved fast. In 60 minutes, we map Wells Fargo’s application completion and advisory journeys against it — your fitness score, your three highest-value agents, and a build plan your team can start executing in week one.
50+ programs benchmarked - Free - No pitch
A plan, not a pep talk.
This isn’t a generic AI briefing. We map Wells Fargo’s actual experimentation workflow against the digital journeys that drive banking revenue — application completion, digital servicing, and the advisor-client experience — and tell you exactly what to build next, using the same diagnostic we’ve run with the world’s largest financial services experimentation programs.
1
Your AI maturity benchmark
We score Wells Fargo’s program across five dimensions — AI awareness, executive buy-in, tool adoption, process integration, and agent deployment readiness — and benchmark it against the top financial services experimentation teams. You see exactly where you stand versus peer institutions running application completion and digital servicing experiments at scale, and what it takes to close the gap.
2
Mapping your digital banking journeys
We go deep on the journeys that drive revenue at Wells Fargo: digital account opening, mortgage and card application completion, and the advisor-client digital experience your team is investing in. Where does time go? Where do handoffs slow a flow that an agent could handle? We map every stage and identify where AI makes a real, measurable difference.
3
Three agents ranked for Wells Fargo
We score every AI opportunity by revenue impact and compliance-readiness — both matter in banking. You leave with the three agents best positioned to move Wells Fargo’s application completion rates, reduce digital servicing cost, or accelerate advisor workflows — each with a breakdown of what it does, what it replaces, and the time it saves.
4
Your Wells Fargo build plan
A week-by-week plan scoped to Wells Fargo’s experimentation team and your existing stack — not a greenfield AI project. You’ll get priority access to Opal University, where you build alongside practitioners from financial services institutions running experiments at comparable scale, with expert guidance at every step.
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 Wells Fargo Experimentation Leader expected to have an AI strategy answer — and it needs to hold up in front of leadership — this is for you. If you’re still figuring out whether to run experiments at all, start there first.
This is for you if...
You’re a Head, VP, or Director of Experimentation at Wells Fargo who’s been asked what the AI roadmap looks like for digital banking journeys.
You’re running experiments on application completion or digital servicing flows but haven’t structured AI agents into the workflow yet.
You need a clear, leadership-ready ROI case — not another pilot or framework deck.
You’re ready to walk away with a ranked agent build list, not a set of slides.
Not quite yet if ...
You’re still getting Wells Fargo’s 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 digital banking journeys.
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
✓ Tailored to Wells Fargo’s application completion and digital servicing journeys
✓ No sales pitch—just useful outputs
✓ Apple Watch SE 3 (or gift card) per workshop
