AI consulting, implementation and education for financial services
Our strategies are centered around P&L outcomes.
Led by alumni from
Our approach
We focus on financial services because our team understands how the work gets done. We look for opportunities to improve revenue, reduce costs or give people better information for decisions. The business case connects those opportunities to changes in how your firm operates, accounting for implementation, running costs and human review.
When prospect preparation limits a team that converts well, agents may help more suitable opportunities reach a conversation. We test that assumption and assess whether the additional opportunities justify the cost.
An underwriting team may spend time reconciling conflicting figures or finding missing information. We assess whether agents could prepare a more complete file and how that would affect review time and decision quality.
Our three-phase approach
We establish the business case, prepare your people and build a solution they can use and inspect. Training continues as we test and refine the work together.
We examine how your firm generates revenue and the activities behind it. With leadership, we map how work moves through the firm, where decisions are made and where AI could make a useful difference.
We agree on the priorities with leadership, define what a useful result would look like and decide how to measure it.
The implementation blueprint explains the proposed changes and their expected effect on the P&L, your priorities or both. It includes upside, base and downside cases, with the assumptions, costs and trade-offs open for leadership to examine.
Our development team helps employees understand how agents could fit into their work. An agent carries out a defined job using the information and tools it is allowed to access.
Initial education comes before detailed technical architecture. People learn how to use agentic workflows, check the work and recognise when their judgment is needed. That learning continues as we build and test the solution together.
We help employees practise and work through questions or concerns about using agents.
Working in AgentOS, we design and build the workflow around your firm’s goal. It may include agent teams, skills and playbooks with reusable instructions, and Loops, which are shared work threads for people and agents.
We can redesign workflow steps to suit how agents operate, with defined roles and manageable assignments. We establish how work passes between agents and people, what must be checked and when an exception needs human attention.
We test on real work with your team and refine it against the agreed standards. Your employees learn to use the system while inspecting outputs and supporting evidence, monitoring progress and testing the work themselves.
We assess both the quality of the work and your employees’ ability to use it well. People retain responsibility for objectives, relationships, judgment and consequential approvals.
Examples by industry
We would design these workflows with your firm, using your methodology, information and review standards.
Each workflow would reflect the nuances of your firm’s methodology. Specialist agents could assemble and compare financial records, flag questions or discrepancies and prepare proposed adjustments for expert review.
Agents could research companies against your mandate and add relevant detail to target profiles. They would prepare pipeline updates for bankers to review and decide what to pursue.
Your team would set the assumptions and own the valuation. Agents could work from the source materials to prepare models, check figures and draft company-specific reports and decks.
For potential investments, agents could compare company information with the fund’s criteria and prepare research for outreach. Your team would judge fit and decide when to engage.
Agents could compare portfolio companies’ products, customers and costs to identify shared purchasing or cross-selling opportunities. Your team tests the commercial case and decides what is worth pursuing.
Agents could find leads that meet your criteria, add relevant background and prepare an outreach strategy. Advisers would review the approach, choose whom to contact and manage the relationship.
Using client records and your assumptions, agents could prepare portfolio proposals, wealth planning materials and tax optimisation analyses. Advisers and tax specialists would review the work and own the recommendations.
With client records and agreed follow-ups, agents could prepare performance reports and suggest relevant topics for contact. Advisers approve communications and maintain consistent engagement with each client.
Your experts apply their own judgment and intuition. They remain responsible for strategy, client advice and consequential decisions.
Our proprietary platform
AgentOS is our proprietary platform for building and implementing agentic solutions, teams and workflows customised for your organisation. It provides an AI-native workspace where people and agents work together within your operating model.
Each agent has a defined job, access to the information and tools it needs, and a standard its work must meet. We set up the handoffs, permissions and review points, with a record of completed work and supporting evidence that your team can inspect.
Explore AgentOSPricing
Pricing varies based on the scope of the project.
Core engagement
We work with your firm to decide where AI could help and put the solution into practice through our three-phase approach.
Three-month option
We work alongside your firm for three months to assess how the system is performing and help your people use it effectively.
We agree the scope and total price with your firm.
Discuss an engagementA platform and an agent team built for your firm are the starting point. We design their work around the changes your business needs and how your people will use it.
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