At Segal, we believe generative artificial intelligence (AI) is most powerful when paired with human insight and expertise. We help organizations lead confidently through the policy, process and people changes associated with embracing AI safely, strategically and responsibly to unlock its potential to elevate — not replace — human connection and value.
Our approach is “Human First. AI Forward.”
Every organization is in a different phase of integrating AI into its processes, workflows, tools and more.
We have a framework for navigating AI integration , so whether you’re just starting out or are already applying AI across your organization, we’ll be your expert guide. We can help you adopt, innovate and scale AI — always prioritizing ethics and improving lives.
To learn more, select your organization’s level of AI integation:
Your organization is deciding whether to invest in AI; would like help identifying the problems AI could help solve; and/or is unsure where to start.
If your organization hasn’t taken any action on AI, it’s important to recognize that your people are likely already using AI without your approval or oversight. There are data-security and other risks for your organization associated with unauthorized use of AI, known as “shadow AI.”
An AI discovery session is a great first step for any organization. We’ll help you explore what’s possible, including opportunities, risks and next best steps. We can conduct AI readiness assessments to evaluate your culture, capabilities and preparedness. We can help you create a strong data and content strategy that includes organization readiness, risk management and adoption planning to ensure AI works for you. Learn more about our AI consulting services and solutions.
Your organization is interested in understanding the risks associated with AI; developing a coherent AI strategy, policies and procedures; learning how to choose the right AI platform and/or conducting pilot programs to test AI and determine its value to your work. Or your current partners and vendors are pitching a solution and you don’t understand the risk or the ROI.
We’ll develop an AI strategy for your organization that’s aligned with your business goals and meets the needs of your people, as well as a governance framework that addresses bias, compliance (including fiduciary duty, if applicable) and explainability. We’ll help you evaluate vendors and conduct AI audits to assess their capabilities and alignment. We also offer risk and ethics consulting to build responsible use policies and oversight models. Learn more about our AI consulting services and solutions.
You've tested AI and are ready to embrace its potential more fully. First, you want to be sure your people can learn how to use these tools in a supportive environment. You may be concerned that content created with assistance from AI may be biased and/or inaccurate.
We offer culture and communication change support to foster trust and adoption. Our AI Academy — a workshop with contextual knowledge transfer, labs for hands-on learning and role-specific enablement — helps you upskill your teams and build AI fluency and confidence. We also offer training on evaluating AI output, prompt iterating and mastering AI tools. Learn more about our AI consulting services and solutions.
You’re ready to unlock AI’s full potential throughout your organization. Your goal is to engage your people. You’re investigating what partners and resources you need to ensure success. You might also be considering whether to develop custom AI tools for your intranet and/or website.
We can help you develop strategies for change management and stakeholder engagement as well as implementation blueprints for end-to-end planning and execution. We also offer experience design and journey mapping to align tools with user needs. Additionally, we can create and deploy autonomous agents to streamline administrative tasks. Our AI Assistant tool can be added to your intranet, websites and mobile apps to make it easy for your people and the people you serve to get answers to their questions without having to make calls. Learn more about our AI consulting services and solutions.
You’ve taken AI-forward action but need (or want) to quantify the ROI on your AI investments and explore how you can get more value from them. It’s also important to learn about developments so you can keep up with the pace of change and continue to innovate.
We conduct ROI and performance reviews to measure AI’s impact and refine use cases. To ensure consistency and accuracy, we offer ongoing AI content management. We can provide continuous learning and governance updates to monitor “model drift” and help you evolve your policies. We’ll collaborate with you to create an innovation strategy for your organization or team that includes a roadmap with next generation use cases. Learn more about our AI consulting services and solutions.
To ensure successful implementation of AI at your organization, prepare and engage your people. AI success comes from integration, not novelty.
Segal’s AI services and solutions are designed to meet the diverse needs of all types of organizations, retirement systems and multiemployer benefit funds. Wherever you are in AI use and adoption, whatever your needs and opportunities, we can help.
Just getting started? We’ll outline options and weigh the pros and cons. Our AI assessment will help you understand the steps needed to begin integrating AI.
People are at the heart of our consulting. We’ll help you develop a people-focused AI strategy. We’ll also work with you on your AI policies.
We’ll train your people on how to use AI to improve quality, service and productivity while ensuring privacy and security. Since the utility of AI outputs depends on the user’s inputs, we offer prompt training to maximize results.
We’ll help you understand the differences in AI tools — Chat GPT, Claude, Copilot, Gemini, Perplexity and more — so you can make a confident choice about which one(s) make sense for your business.
As you integrate AI, we’ll help you assess the ROI you’re getting from the technology, keep up with AI developments and create a strategy and roadmap for ongoing innovation.
We offer AI Advisor, a suite of three services to provide ongoing expert guidance. We help organizations create custom AI agents to improve their workflows. We have developed a powerful AI Assistant self-service tool that can be added to intranets, benefit websites and apps.
Our AI experts are ready to help.
Get in Touch
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