Evidence before investment
We test the riskiest assumption first and agree how success will be measured before money is committed.
PTR stands for Proven Track Record. We help regulated and growing firms adopt AI, simplify how work gets done and deliver change with confidence, drawing on 30 years inside financial services and technology.

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, leading regulatory reform, integration and operating model programmes for global banks at COO, CFO and managing director level. He has since 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. He also speaks on the practical implementation of AI in regulated industries.
Making complex, regulated change work in practice.
Leads PTR Consulting's AI adoption, process intelligence and regulatory change work, and builds the PinpointProof and Beacon platforms.
Led AI adoption and a global regulatory product line inside a RegTech business serving investment managers.
Wrote and published The Lean Pivot, a playbook for testing and changing direction with evidence.
Product lead on a new shareholder disclosure platform shaped with six global banks.
Founded and scaled a venture-funded RegTech platform, and led large-scale transformation in global banks and investment firms.
Founded PTR Consulting. Led Dodd-Frank, EMIR and G20 derivatives reform, trade reporting controls, post-acquisition integration and target operating model programmes for global banks in London.
Technology and project leadership in investment banking: trading, settlement and payments platforms, straight-through processing and industry market initiatives.
We test the riskiest assumption first and agree how success will be measured before money is committed.
We have run the programmes, built the products and carried the targets. Advice comes with delivery experience behind it.
Owners, approvals and an evidenced record are built into the work from day one, so gains stand up to audit.
Days and weeks, not quarters, to the first proof. Fast where it is safe, careful where it matters.
The playbook for turning uncertainty into a high-growth business: hypothesis-driven validation, minimum viable testing and evidence-led decisions on new products and strategic change.
The same principles shape every PTR engagement.
Explore the bookEach product started as a client problem we kept seeing. All are operated by PTR Consulting Ltd.
Bring one process, one AI idea or one regulatory deadline. In 30 minutes we will show you where the first gain is and how we would prove it.
Book a conversation