AI Strategy & Discovery
Understand business problems, identify AI use cases and translate stakeholder needs into requirements.
Hi! I'm Eduardo.
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I’m the primary AI advisor to 50+ U.S. and Canadian financial institutions, turning conversational and voice AI into solutions people can understand, adopt and use.
Explore my experienceBanks · Credit unions · Financial services
Discovery → Implementation → Adoption → Optimization
Earlier experience in web design, client relationships and digital project delivery.
Enterprise AI consulting across discovery, implementation, adoption and optimization.
Understand business problems, identify AI use cases and translate stakeholder needs into requirements.
Connect clients with product and engineering through AI evaluation, conversational design and an understanding of technical constraints.
Prepare teams to use AI through workshops, practical guidance and the AI Enablement program I designed.
Use performance data, client feedback and business context to assess adoption and recommend improvements.
Nov 2024—Present
In my client-facing AI consulting role, I work with North American banks and credit unions across discovery, implementation, launch, enablement, performance analysis and renewal. I translate business requirements into practical AI solutions, guide stakeholders on generative AI and prompt engineering, and connect client insights with product and engineering teams.
60+ North American financial institutions supported across AI implementation, adoption, enablement and optimization.
Sep 2023—Jul 2025
Managed 15+ client relationships and digital projects, including work with NGOs, from requirements through delivery. Connected business needs, user experience and internal teams to deliver websites and support client communication.
2022—2024
A foundation in explaining complex ideas, facilitating learning and adapting communication to different audiences.
ESL ProfessorIEST Anáhuac · Jul—Dec 2024
ESL TeacherInstituto Universitario de Tamaulipas · Jul 2022—Feb 2023
I connect AI strategy, product thinking and execution: identifying needs, selecting technologies and directing implementation with AI coding agents. Explore the decisions and lessons behind these independent prototypes and web concepts.
Enterprise AI is the focus. Technical fluency, business analytics, user experience and stakeholder management are the perspectives I bring to it.
My multidisciplinary background helps me connect technical constraints, business priorities and the people who will use the solution.
AI capabilities, limitations and implementation.
LLMs · Generative AI · Conversational AI · Prompt engineering · RAG fundamentals
Business priorities, KPIs, success metrics and value.
Business analytics · SQL & Python in my studies · Data visualization
How people interact with AI systems.
User flows · Prototyping · Conversational design · AI evaluation
Helping stakeholders understand and use technology.
Stakeholder management · Workshops · Enablement · Cross-functional collaboration
Talks, workshops and research on AI adoption.
Scheduled to lead a practical AI workshop for students at the Translation and Interpretation Congress.
Delivered a conference talk at IEST Anáhuac on AI in professional translation.
Presented my thesis research on the use and adoption of AI in professional translation.
Nov 2025—Present
Universidad Anáhuac México · Business Data Science track
Aug 2019—Dec 2023
IEST Anáhuac · Coursework completed · Degree pending
Aug 2020—Aug 2023
Universidad Autónoma de Tamaulipas
Interested in AI consulting, AI transformation and AI product management roles that connect technology decisions, cross-functional teams and business value.
Based and authorized to work in Mexico. Experience supporting North American clients and collaborating with international teams.