AI that actually works for your firmBuilt for Finance Firms.
Your firm is paying for AI seats your team is using wrong. We install the per-employee stacks, token discipline, context engineering, and multi-agent workflows that turn AI from a line item into leverage. 14 days, fixed price, money-back if we miss the spec.
60-second result · No call required · No credit card
Plug into Your Stack
Wires into Bloomberg, FactSet, your CRM — day one. No new tools for your team.
Per-Employee AI
Role-specific stacks for analyst, advisor, PM, IR, compliance, RM.
Context Engineering
Your house style, glossary, and risk taxonomy locked into every prompt.
Multi-Agent Workflows
Extract → analyze → format pipelines with audit trails compliance approves once.
Compliance-Safe by Default
NIST AI RMF · SR 11-7 · Reg-BI · Data residency · RBAC · audit logs.
— What we install
Four pillars. Every consulting engagement.
We don't do strategy decks. We install systems. Each pillar ships as a working artifact, instrumented, in your environment — not ours.
Each role gets their own AI team.
Per-seat ChatGPT isn't adoption. We install role-specific Claude projects + skills + workflows wired into the tools your team already opens every day — analyst, advisor, PM, IR, compliance, RM.
- Role-locked context + style guide
- Skills library built for finance workflows
- First-week ROI in saved hours, not promises
Per-employee AI
Pillar 01
Your AI bill is 40-60% too high. We fix that.
Most firms waste half their token budget on poor caching, oversized models, and bloated context. The audit pays for itself in the first month.
- Anthropic prompt caching enabled correctly
- Sonnet → Haiku where indistinguishable
- Message Batches API for non-latency workflows
Token discipline
Pillar 02
Stop getting generic answers from AI.
Most prompts are missing 4 of 7 critical context dimensions. We rewrite your top 20 prompts so they're locked, tested, and produce consistent finance-grade output.
- 7-dimension context audit on each prompt
- House style + glossary baked in as system context
- Confidence-scored output + audit trail
Context engineering
Pillar 03
Your CCO approves once. Workflows inherit.
Every build ships with audit logging, RBAC, data residency, and model risk approval workflow. Compliance reviews the architecture — not 20 individual deployments.
- NIST AI RMF mapping
- SR 11-7 / OCC compatible
- Reg-BI / IAA disclosure-ready
Compliance-safe by default
Pillar 04
— Free tools · No signup to run
Six tools. Six conversations your firm is already having.
Run any in under a minute. Each one shows you the kind of work we'd ship for your firm.
— Sectors
Every finance sub-segment. Each engagement specialized.
RIAs / Wealth Management
Cut client-review prep 6 hrs → 30 min. Reg-BI memos in your house voice.
Hedge Funds
Multi-agent commentary. Pull data, draft in tone, route for compliance — pre-close.
Asset Management
Position memos 6 hrs → 30 min. Cover 3-4× names with same junior team.
Investment Banking
CIM-reader agent reads 200 docs/deal in 4 hrs. Velocity 5-10×.
Private Equity / VC
VDR-aware diligence surfaces risks in days. Portfolio aggregator cuts 80%.
Banking
KYC/AML cuts onboarding 6 days → 2. Commercial memos 8 hrs → 90 min.
Family Offices
Cohort-tailored investor comms. Consolidated multi-manager dashboards.
Capital Markets
Research note drafting + comp-sets in minutes. Trader-ready summaries.
Fintech Operators
Per-employee stacks for compliance-blocked teams. Compliant-AI architecture.
Other Finance
Insurance, fund admin, trust, prop. If your team uses AI and CCO blocks it — we fix that.
— The guarantee
10+ hours/week reclaimed in your firm. Or you don't pay.
We guarantee the AI audit finds at least 10 hours/week of recoverable time and 3 ship-able automation wins for your firm. If it doesn't, you pay nothing.
Tiers 1-3 ship in 14 days at fixed price with a money-back guarantee if we miss the agreed spec. We carry the risk so your CFO doesn't have to.
The risk reversal
- 10+ hrs/week guaranteed in the audit or you pay $0
- 14-day fixed price on Tiers 1-3 — money-back if we miss the spec
- Compliance-approved architecture reviewed ONCE — workflows inherit
- No new software for your team — wires into tools they already use
— Common questions
Before you book, get the questions answered.
Can you actually deploy AI in a compliance-regulated firm?+
What's the difference between your work and 'just rolling out ChatGPT'?+
What do projects cost across your 5 tiers?+
We're a small RIA / small fund — is this priced for us?+
How quickly do builds ship?+
— Stop paying for AI you don't use
Your firm's next $200K is sitting in your AI budget. Let's find it.
Run our free AI audit right now. 60 seconds. No call. No credit card. If we can't find 10+ hours/week in savings, we'll tell you.