Data & AI Consulting
Data & AIthat actually shipsin Financial Services
Senior practitioners who design and deliver strategy-to-production data platforms, AI use cases, and governance—across asset management, banking, insurance, and private markets.
What We Do
Our Services
End-to-end data and AI capabilities tailored exclusively for financial services
Data Strategy
Align your data vision, operating model, and governance to a clear roadmap—focused on measurable business outcomes and regulatory needs.
AI Strategy
Identify and prioritize AI use cases, then build a pragmatic roadmap grounded in feasibility, controls, and measurable value, including recommendations on the right technical solutions (i.e. - Claude, ChatGPT, Gemini, Copilot, etc.)
AI Implementation
Turn AI strategy into production-ready solutions—from proof of concept through deployment, integration, and ongoing optimization within your existing infrastructure.
Data Engineering
Design and build modern data platforms and pipelines—integrating best-fit tools to scale securely and reliably with your business.
Risk & Compliance
Strengthen data and AI risk management with governance, controls, and regulatory-ready documentation—covering GenAI and emerging AI risks.
Operating Model & Change
Define the roles, processes, and ways of working to run data and AI sustainably—then drive adoption through structured change.
About Leap
Boutique Expertise. Enterprise Impact.
Leap Transformation Services is a boutique consulting firm dedicated exclusively to helping financial services organizations unlock the full potential of their data and AI investments. We combine deep industry expertise with hands-on technical experience to deliver solutions that work in the real world, not just in presentations.
With over 20 years of experience working with asset managers, hedge funds, private equity firms, fund administrators, insurers, and global banks, I lead end-to-end transformations spanning strategy, operating model design, and implementation. My work focuses on modern data platforms, investment data architecture, and AI strategy, implementation, and governance—helping firms unlock value from data while maintaining the controls required in highly regulated environments.
With over 20 years of experience in Financial Services, I work with global banks, insurers, and private equity firms across Europe and the US. I specialize in financial and enterprise risk management, regulatory transformation, and bridging the gap between business and technology. Recent areas of focus include helping organizations manage emerging risks such as ESG and climate change, as well as understanding the impact of AI and Generative AI on risk management frameworks.
“We founded Leap to give financial services leaders a better consulting experience: senior, hands-on experts who work iteratively, stay focused on value, and deliver measurable outcomes.”
How We Work and Use AI
Senior-led. AI-enhanced. Human-verified.
We use purpose-built AI tools to accelerate delivery — not replace expertise. Every output is led by a senior practitioner and reviewed before it reaches you.
Our process, a model built for financial services.
Strategy & Scoping
We start by understanding your challenge, defining outcomes, and shaping the right approach together. This is where deep industry experience and judgment are irreplaceable.
Accelerated Delivery
Our senior consultants lead every workstream, supported by AI tools that accelerate research, drafting, and analysis — delivering in weeks what traditionally takes months.
Quality & Accountability
Every deliverable is shaped, reviewed, and approved by experienced practitioners. You get senior accountability at every stage, not just a final check.
The Leap Difference
Why Choose Leap?
We bring a unique combination of deep expertise and focused execution
Financial Services Data Expertise
Operating models, governance, and data platforms across asset management, banking, insurance, and private markets.
Senior-by-Default Delivery
No leverage pyramid. Your work is led and executed by experienced practitioners with 15+ years of experience.
Strategy-to-Production
We do not stop at decks. We design, build, and implement data platforms, controls, and AI solutions.
Risk-Ready AI
Practical AI governance, model risk alignment, and controls for generative and agentic AI.
Focused Accountability
Clear ownership, direct client access, and delivery managed by the people responsible for the outcome.
Agent-Augmented Delivery
Our AI agents handle research, drafting, and data work at speed so our human principals focus entirely on strategy, judgement, and client outcomes. Senior expertise at every stage, without the traditional cost base.
Partner Spotlight
Agentic Risks
Helping organizations adopt agentic AI workflows with clear governance and practical risk controls.
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Ready to transform your data and AI capabilities? We'd love to hear from you.