Business Automation and AI for regulated financial firms.
We find where automation and AI create the most value for advisers, fintech, private equity and regulated businesses. We build it, with governance and auditability from day one.
We start with the operation, not the technology. What the business does, where the time goes, and which of those problems technology should actually touch.
Twenty-five years inside financial services and senior technology experience in regulated environments, applied to your systems, your obligations and your clients.
Rely on our professional experience and expertise to help you apply automation and AI to your business.
We evaluate your current processes, identify AI opportunities, and define a strategic roadmap that delivers long-term operational improvements.
Workflow automation built into the systems you already run. See six live examples of what that looks like in practice.
Two tools that strip personal and client data before it reaches an AI model, Redactor for narrative documents, Anonymiser for spreadsheets.
Courses designed for regulated financial services focused on how to implement and use AI. AI Fundamentals, Regulator-Ready AI, the Regulation Matrix and the Regulatory Pipeline.
Sometimes not, and we will say so. The answer depends on where your time is going and whether the work is rules-based. We look at the operation first, then tell you which parts are worth automating and which are better fixed by changing the process.
Yes, that’s the point. Rules-based work is automated and fully auditable, AI is used only where judgement is needed, and every step is built to survive a file review.
Personal data is redacted before any AI sees it, processing is governed and logged, and everything leaves an audit trail. We design to your GDPR and FCA obligations, not around them.
Every automation is documented and evidenced so you can show exactly what was done, by what, and how quickly.
Standard engagements have clear prices. Larger programmes are scoped around your systems and your compliance requirements.
