Logo AI & Digital Transformation with Ivy

AI Strategy Without the Complexity

Drawing on experience from Microsoft and DocuSign, I help financial institutions, small businesses, and nonprofits identify where to start with AI, optimize their technology stack, and deliver better experiences without unnecessary cost or complexity.

AI Readiness Assessment

AI Readiness Assessment

Evaluate your current technology stack and identify practical AI opportunities.

Financial Institution Consulting

Financial Institution Consulting

Improve member and employee experiences through digital transformation and strategic technology implementation.

SMB & Nonprofit Optimization

SMB & Nonprofit Optimization

Unlock more value from the tools you already own before investing in new solutions.

Who I Work With

Financial Institutions

Financial Institutions

  • Community Banks
  • Credit Unions
  • Regional Financial Organizations
SMBs

SMBs

  • Growth-focused businesses
  • Service-based organizations
Nonprofits

Nonprofits

  • Resource-constrained organizations seeking greater impact

My Approach

1

Assess Current State

Learn your goals, challenges, and current state.

2

Identify Quick Wins

Find high-impact AI and technology opportunities.

3

Prioritize Opportunities

Build a practical roadmap with quick wins.

4

Create Practical Roadmaps

Execute with your team and optimize as you grow.

5

Drive Adoption & Results

Empower people, measure impact, and scale.

About Ivy

After years of helping customers at Microsoft and DocuSign solve complex business challenges through technology, I launched my own advisory practice to help organizations navigate AI and digital transformation with confidence.

I combine a consultative approach, deep industry experience, and a passion for practical solutions to deliver results that truly matter.

Ivy Martinez
Ivy Martinez

Ready to explore what's possible with your existing technology and AI?

Book a Discovery Conversation