What We Do
Boutique AI and data offerings built for financial services: senior-led, AI-augmented, and delivered end to end.
Strategy
From a prioritized roadmap to an efficient operating cost base. Strategy that produces executable outcomes.
A structured approach to identify, prioritize, and implement AI use cases with proper governance.
Start small, scale smart.
Begin with 2 to 3 low-risk use cases to validate the framework. Prove value quickly, then expand with confidence.
Our Approach
Curated Use Cases
We arrive with a library of industry-specific AI use cases so you're not starting from scratch.
Readiness Assessment
Evaluate organizational and use-case-level readiness across data, tech, people, and governance.
Value & Feasibility
Score each use case by business impact and ease of implementation to focus on what matters.
Prioritize & Roadmap
Sequence use cases into a phased plan with quick wins first, then scale.
Risk & Governance
Embed AI risk controls, policies, and audit-ready governance from day one.
Reduce AI operating costs 40–60% while improving governance and performance. Typical payback in under 3 months.
The Challenge
Financial services firms overspend on AI by defaulting to premium models for every task, allowing vendor sprawl across business units, and duplicating data pipelines, compounding costs that erode ROI. 60–80% of AI requests are routine but get routed to premium models.
Our Approach
Audit current and planned AI use cases, benchmark task complexity, and recommend model routing strategies. Use Haiku for extraction, Sonnet for analysis, Opus for complex reasoning. Each step runs on the most cost-efficient model that meets quality thresholds.
40–60% reduction in API costs
Catalog all AI vendor contracts, API agreements, and platform licenses across the firm. Identify redundancy where multiple teams pay for overlapping tools and recommend consolidation paths: fewer vendors, shared infrastructure.
20–30% reduction in redundant spend
Trace data lineage into AI workflows to map where data is sourced, duplicated, embedded, and stored across initiatives. Recommend shared infrastructure: centralized vector stores, common data prep pipelines, single-source-of-truth architecture.
15–25% reduction in storage & retrieval costs
What the Client Gets
Model Routing Matrix
Use-case-to-model mapping with cost projections
Vendor Landscape & Roadmap
Current state, target state, consolidation plan
AI Data Flow Assessment
Duplication analysis and shared infra recommendations
Cost Governance Framework
Policies, review cadence, and decision rights
Execution
From proven concept to production: turning prioritized use cases into working systems.
Turn AI strategy into production-ready solutions, from proof of concept through deployment, integration, and ongoing optimization within your existing infrastructure.
Our Approach
Stand up a working prototype against real data. Validate accuracy, latency, and user experience before committing to production.
Production-grade deployment with the right model routing, observability, and cost controls from day one.
Wire AI into existing workflows, data platforms, and systems of record so users get value inside the tools they already use.
Continuous tuning on prompts, models, and workflows as usage scales and the business learns what works.
Implementation is the natural follow-on to AI Use Case Prioritization & Roadmap. Senior-led delivery, no junior handoffs. The same people who shape the strategy build it.
Change Management
The roles, playbooks, and training that turn AI adoption from pilot into habit.
From executive education to hands-on enablement across your organization and portfolio companies.
Executive-level workshops that move AI risk and governance from theory to boardroom-ready action.
Turn experimentation into actionable outcomes. We design, run, and synthesize high-impact AI hackathons end to end.
Role-specific AI education tailored to how teams actually work, not generic slideware.
Platform-specific enablement across your AI stack, so teams know when to reach for which tool and how to use it safely.
Senior-led engagements, right-sized by design. Let's discuss where AI can move the needle for your firm.
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