Case Studies

Fintech Artificial Intelligence (AI) Vendor & Ecosystem Technical Advisory

J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida

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Home·Fintech Artificial Intelligence (AI) Vendor & Ecosystem Technical Advisory

The Situation

A Fintech client had expanded their use of third-party artificial intelligence (AI) tools, with multiple business units independently selecting vendors, creating cost inefficiencies and increased risk exposure including:

  • Vendor lock-in and concentration risk
  • Unclear data ownership and IP exposure
  • Misaligned pricing vs. actual usage
  • Lack of benchmarking across vendors
  • Lack of task/process alignment

How We Advised

J.S. Held technical experts were retained to provide independent vendor benchmarking, commercial and risk assessments, and contract advisory, helping the client evaluate performance, pricing, and data usage terms across leading providers.

 

Significance
By establishing a structured vendor selection and governance framework, the organization reduced costs, avoided vendor lock-in, and gained greater control over its AI ecosystem and associated risks. The engagement favorably impacted the client by: 

  • Reducing vendor costs through better selection and negotiation leverage
  • Avoiding high-risk vendor dependencies
  • Improving transparency into model performance and cost structure
  • Establishing an enterprise-wide vendor governance model

Related Practice Areas

> Artificial Intelligence (AI) & Large Language Model (LLM) Governance & Security Testing
As artificial intelligence (AI) and large learning models (LLMs) become more prevalent in global business, we help organizations address accompanying governance and security risks. We rank evolving risks and develop plans to address, identify emerging AI opportunities, implement sound protocols and governance programs, and provide ongoing assessments, training, and support.

 

> Artificial Intelligence (AI)
As organizations scale their use of AI, they face critical questions around valuing AI assets, resolving disputes, managing risk, and building effective governance frameworks. We help clients navigate these questions with confidence, offering technical and business expertise across intellectual property (IP) valuation, litigation support, and responsible AI deployment.

Key Contact

For additional information about the engagement or to learn more about our services, contact:

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