Why Wheelhouse, why now? (So glad you asked.)

Wheelhouse is a way to give direction to AI. Most AI today is generic – it doesn’t understand your business, your goals, or your market. Wheelhouse changes that by embedding your company’s strategy into a core engine. This allows AI to know what it’s supposed to do, ensures everything stays aligned with your goals and enables strategic agility – the ability to pivot fast when the market changes.

Additionally, Wheelhouse helps CMOs connect what they do to business growth. For years, marketing leaders have struggled to show a direct link between their activities and organizational performance. Wheelhouse makes that connection explicit by aligning all marketing and sales enablement activities to growth and efficiency.

Why did VShift and BlackMoss combine forces to create Wheelhouse – and why are they the right partners for this effort?

Wheelhouse was created by two teams who saw the same gap from different sides. VShift brings more than twenty years helping firms in regulated industries adopt new technologies and get complex initiatives to market faster. BlackMoss brings the perspective of senior marketing and communications leaders from inside those industries, ensuring every strategy is credible, compliant, and growth focused.

That combination makes Wheelhouse unique: it’s not just technology, and not just consulting – it’s the rare fusion of both, designed to make AI actually work for your business.

What’s the difference between generic AI and strategic AI?

Generic AI produces what is often called “AI slop” – content that sounds the same for everyone because the system doesn’t know who you are or what makes your brand unique. Wheelhouse starts with a consulting process that captures your positioning, sales and marketing strategies, client types, and differentiators. That knowledge is built into the engine so AI can generate content and decisions that reflect your real strategy.

Wheelhouse is a SaaS platform that sits on top of your enterprise LLM. It can run inside your firewall or on a secure cloud like AWS, Azure, or Google Cloud. The system connects to your internal platforms – CRM, marketing automation, and content databases – and orchestrates them. The setup is similar to implementing Salesforce or Slack; you subscribe to a service that integrates securely with your environment.

That’s critical. Wheelhouse can be configured so sensitive data never leaves your environment. Some clients host it on their own infrastructure; others use cloud hosting. Either way, it complies with internal and external data governance and regulatory frameworks.

No. Wheelhouse works with any LLM and adds vital utility and functionality. Think of it as AI orchestration: Wheelhouse connects your trained LLMs, CRM, and content repositories, so every AI output is informed, aligned, and on-message.

Asset managers face strategic rigidity – long lead times, heavy regulation, and slow go-to-market processes. They can’t pivot quickly enough to respond to market shifts or new competitive products. Wheelhouse solves that by capturing institutional knowledge, streamlining approvals, and automating workflows, so firms can respond in hours, not months.

In B2B financial services, relationships are complex and long-term. You can’t rely on impulse decisions; you have to stay top of mind and deliver insight that helps clients see an edge before competitors do. Wheelhouse helps firms maintain that engagement by cutting through noise and strengthening relationships through strategically relevant communication.

When a competitor launches a similar product, it usually triggers weeks of internal meetings – analysis, message updates, client communications, and sales training. With Wheelhouse, the system detects the launch through integrated market monitoring, analyzes the competitor’s product, generates a comparison, and drafts new positioning and FAQs.

Within an hour, your CMO and CRO have an approval-ready response, updated training materials, and refreshed messaging flowing to your channels. Salespeople can even run AI-powered role-plays to prepare for client calls. Human-in-the-loop checkpoints are built in where they matter, such as confirming positioning with the product lead before rollout. AI orchestrates the work, but people make the key decisions.

Every large firm runs brand surveys, but analyzing and socializing the findings can take weeks. With Wheelhouse, you upload the report and it automatically summarizes key insights, extracts keywords, and identifies opportunities.

It routes alerts to the right people – brand managers, product leads, campaign owners – and can even suggest how to use the insights in upcoming campaigns. What used to take weeks now happens almost instantly. These scenarios show both sides of the platform: it proactively monitors the market and also helps you run internal projects more intelligently and efficiently.

Wheelhouse is designed for sales and marketing organizations, especially where alignment between the two has been a challenge. CMOs, CROs, and their teams are primary users, but insights also extend to product and communications teams.

As AI removes routine work and coordination delays, teams can focus more on creative and strategic contributions. Wheelhouse supports that upskilling and re-specialization, helping organizations grow more strategically.

Compliance is built into the workflow itself. Every outgoing message or piece of content can be checked against SEC, brand, and regional regulations – with your own compliance guidelines uploaded. The system flags violations and supports human review before anything goes out.

It’s not just a filter; it’s a compliance-aware engine. Wheelhouse helps firms maintain consistent, compliant, on-strategy communication – avoiding rogue or off-brand content that can confuse the market or create risk.

Onboarding typically takes six to eight weeks. There are two tracks: enabling the platform technically, and teaching it about your organization – your positioning, workflows, products, and compliance rules. The Wheelhouse team collaborates with marketing, sales, and tech groups to capture that knowledge, adapt workflows to your structure, and train users. After launch, Wheelhouse runs as a managed, continuously updated subscription service.

Every firm is different. Some have well-defined strategies; others need help articulating them before embedding them in the system. Wheelhouse adapts to both.

Clients can expect time-to-market improvements of up to 90%. That’s the most immediate gain. There’s also stronger strategic alignment – one message, one voice – across teams and channels. That alignment alone reduces inefficiency and confusion.

Ultimately, the goal is to help clients grow. If they can generate more growth per marketing dollar, Wheelhouse has succeeded.

Most failed pilots occur in sales and marketing, not in operational areas. The reason is that those pilots use uninformed AI – systems that don’t know the company’s strategy or differentiators.

Wheelhouse takes an intentional approach. It starts with purpose, focusing on specific problems AI can actually solve – growth, alignment, speed, and compliance – and does it in a way that makes AI deliver measurable value to the business.