PTR Consulting helps regulated and growing firms adopt AI, map and simplify how work gets done, and build what comes next, with the evidence to show it worked.
We find where AI genuinely pays back, prove it in weeks against a baseline your finance team agrees, and embed it with the governance, human oversight and audit trail your clients and regulators expect.
Lean, AI-accelerated design and build, tested with real users before you commit budget.
PrototypingWe map how work really runs, activity by activity and cost by cost, then show exactly where simplification and automation will pay back.
Process mappingRemove duplicated checks, rework and hand-offs nobody needs, consolidate shared functions, and keep a record of every gain that boards and auditors can rely on.
Programme leadership for investment managers, fund administrators and the firms that serve them.
Regulatory changeService design, UX and brand for platforms, portals and client-facing tools.
Design and prototypingPositioning, thought leadership, campaigns and the discipline to turn interest into revenue.
Go-to-marketThe start of change is the hardest part. It is where we do our best work.
One method for AI adoption, process simplification and regulatory change, built on the evidence-first principles of The Lean Pivot.
Walk the real workflows with your team and capture where time, cost and risk sit today.
Rank each opportunity on value, feasibility and risk, so the first move is the right one.
Build a working proof in weeks, measured against a baseline your finance team agrees.
Hand over with controls, training and an evidenced record, so the gain lasts beyond the project.
From G20 derivatives reform, Dodd-Frank and EMIR in global banks to today's fund regimes, we have spent our careers leading regulatory and digital transformation inside regulated financial services firms.
A sample of recent engagements. Client names are shared with permission on request.
Owned the AI product agenda for a platform serving investment managers. Took AI-assisted extraction of fund documentation and regulatory rules from rapid prototype to live deployment, and designed the AI governance model: use-case intake, human-in-the-loop review, approval gates and an audit trail aligned to the EU AI Act.
Set up governance and return-on-investment prioritisation for a $multi-million front-office transformation portfolio. Ran a fintech tools incubator and natural language processing proofs of concept, secured board approval for a client lifecycle platform targeting a 50% cut in onboarding time, and moved 2,000 sales users and 30,000+ client records onto one platform.
Founded and built a regulatory workflow SaaS platform from first prototype to enterprise deployment. Raised over £1.1m in seed funding from Techstars, Invest Northern Ireland and angel investors, won Professional Services Company of the Year and a Gold Level Innovation Award, and presented the product at 10 Downing Street.
Took over a high-profile, reputationally sensitive sanctions screening remediation, secured approval for a full restructure of delivery, rebuilt governance and reporting, and brought the programme back on track to meet its FCA commitments.
Each product started as a client problem we kept seeing. All are operated by PTR Consulting Ltd.
Founder, author of The Lean Pivot, and a practitioner first.
Gerry has spent most of his career leading large-scale regulatory and digital transformation programmes in regulated financial services firms. He founded PTR Consulting in 2007 to lead regulatory reform and operating model programmes for global banks, then founded and scaled a venture-funded RegTech platform, led regulatory product lines and AI adoption for a RegTech business, and helped firms adopt AI with the controls their clients expect.
He works best at the hardest point of change: building the business case and the shared picture of the target state that gets a programme funded and moving. Based in Belfast, working across the globe.
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