Case Study

H2O.ai

H2O.ai is a Series E-stage company valued at $1.7B. They are an open-source leader in AI and machine learning, helping enterprises leverage AI solutions with a focus on transparency, scalability, and responsible deployment. 

THE CHALLENGE

H2O.ai already had traction with several banking customers, but the company wanted to expand its influence and credibility with a broader set of financial institutions. While recognized within AI and open-source communities, H2O needed to show prospective banking and fintech audiences that it could deliver products purpose-built for regulated industries.

THE GOAL

H2O.ai’s ultimate goal was to establish itself as a trusted AI partner for banks and financial institutions by highlighting how its solutions address risk, compliance, and governance. The company aimed to use the launch of its Model Risk Management product to build credibility with regulators, risk officers, and banking executives, while also differentiating its open-source and on-premises capabilities from cloud-only competitors.

THE STRATEGY

BAM identified the Model Risk Management launch as a high-leverage moment to demonstrate H2O.ai’s relevance in regulated industries. BAM's strategy focused on securing high-value coverage in leading financial trade outlets read by risk, compliance, and technology decision-makers. By prioritizing quality over quantity, BAM deliberately focused on trade publications most trusted by banking executives rather than pursuing broad but less impactful coverage.

To do this, BAM positioned H2O.ai’s leadership as authoritative voices on AI risk governance. Media messaging focused on emphasizing the company’s differentiation in open-source and on-premises deployment, which are key advantages for financial institutions under strict regulatory oversight. Beyond the launch event, BAM sustained momentum through exclusive stories, thought-leadership interviews, and Q&A features.

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exclusive feature story in American Banker 

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UVM of American Banker

THE RESULTS

BAM secured three strong placements around the Model Risk Management launch, including an exclusive in American Banker, which amplified H2O.ai’s presence in a key financial trade publication. This exclusive story positioned the company alongside major financial institutions exploring AI guardrails.

In addition, BAM coordinated three interviews for Agus with American Banker, Banking Risk and Regulation, and Bank Automation News. These opportunities advanced H2O.ai’s goal of raising brand awareness, strengthened its positioning with risk and compliance leaders, and showcased its differentiation in open-source and on-premises AI solutions.

Together, these results gave H2O.ai critical third-party validation within the banking sector and signaled to prospective customers and partners that the company is a credible and trusted AI provider for regulated industries.

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