The Goldman Sachs Group, Inc. brief
Meeting prep · GS · Not on CAL

The Goldman Sachs Group, Inc.

OneGS 3.0 AI-driven operating overhaul; exit from consumer (Apple Card) complete

David Solomon

CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
34 Build · about $33M of planned deals (est.); 2 plans not yet started

Their priorities

  • "OneGS 3.0" (launched in late 2025) uses AI to rewire processes such as client onboarding, lending, regulatory reporting and vendor management, with hiring restraint and targeted cuts. unverified
  • Growing durable revenue in Asset & Wealth Management and private credit, and keeping its lead in advisory and trading. unverified
  • GS AI Assistant rolled out firmwide. Autonomous coding agents piloted with engineers (Devin/Cognition, 2025). unverified

Last earnings call (Q1 2026): Organic growth, AI & automation, Efficiency & cost, Private markets. OneGS 3.0 AI-driven operating model; asset and wealth management growth.

Recent news

Talking points

  • OneGS 3.0 is an end-to-end process re-engineering agenda. Speak to process mining, agent design and controls, not tools.
  • Apple Card exit means separation and transition services work on the Goldman side.

Plays to raise

  1. AI-enabled operations redesign in onboardingAI & agentsIdentified
    Why now: "OneGS 3.0" (launched in late 2025) uses AI to rewire processes such as client onboarding, lending, regulatory reporting and vendor management, with hiring restraint and targeted cuts.
    Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
    Deal range (est.) $8M–$25M · proof points
  2. Separation and transition services for Apple CardM&A & integrationIdentified
    Why now: Apple Card exit means separation and transition services work on the Goldman side.
    Ask: A 3-week TSA exit health check: inventory every open service, cost the run-rate of each, and produce a dated exit plan with the stranded-cost reduction it unlocks.
    Deal range (est.) $8M–$25M · proof points

Watch-outs

  • Other firms at the account: Infosys, Deloitte, McKinsey, BCGmentions unverified
  • 10-K stresses market risk, cyber, AI model and conduct risk, and dependence on key personnel and cloud providers.

Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.