AI Opportunity Audit
We map the processes where AI could help, score each opportunity on value, feasibility and risk, and give you a ranked plan with a business case for the first move.
AI Opportunity Audit, Proof-of-Value Sprint, fractional AI leadership
AI adoption. Make it happen.
We help regulated and professional firms 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.
WeeksFrom shortlisted use case to a measured proof of value.
1 baselineAgreed with finance before we build, so the result is evidenced.
EU AI ActGovernance designed in from the first use case, not added later.
Where we help
Typically, firms call us when…
If one of these sounds familiar, a short conversation is usually the quickest way forward.
- Leadership wants an AI plan, but the long list of ideas has no clear order or owner.
- Pilots show promise, yet no one can evidence the value or the controls around them.
- Teams are using AI tools informally and risk, compliance or clients are asking questions.
- The firm needs senior AI leadership now but not a full-time hire yet.
Ways to work with us
Engagements sized to the decision in front of you.
Proof-of-Value Sprint
We build a working AI proof on your own data and processes, measured against a baseline your finance team agrees, with a clear go or no-go at the end.
AI readiness and governance
A structured assessment across twelve common adoption barriers, then a governance model: use-case intake, human-in-the-loop review, approval gates and an audit trail.
Fractional AI leadership
Senior AI product and governance leadership a few days a month, to own the roadmap, run the governance forum and steer delivery partners.
How it works
Map. Score. Prove. Embed.
Map
Walk the real workflows with your team and capture where time, cost and risk sit today.
Score
Rank each AI opportunity on value, feasibility and risk, so the first move is the right one.
Prove
Build a working proof in weeks, measured against a baseline your finance team agrees.
Embed
Hand over with controls, training and an evidenced record, so the gain lasts beyond the project.
What you get
Clear outputs you can act on.
Every engagement ends with something your board, your team and your auditors can use.
- Ranked AI opportunity register with business cases
- Baseline and success measures agreed with finance
- Working proof of value on your own data
- AI use policy and governance model
- Human-in-the-loop review and approval design
- Board-ready summary and next-step roadmap
Proven track record
Related work.
Anonymised examples. Client names are shared with permission on request.
RegTech, investment fund services
AI adoption inside a regulated RegTech firm
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.
Professional services, business psychology
An AI-enabled client lifecycle platform
Designed and built a platform that runs the whole client lifecycle, from first enquiry through proposal, statement of work and delivery to invoice and payment, with accounting sync and a planned retirement of the legacy system.
Global investment bank, front office
Governing a multi-million transformation portfolio
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.
Questions
Good to know.
Do we need clean data before we start?
No. Part of the audit is understanding what data you have and what it can support today. We would rather prove value on a well-chosen, narrow use case than wait for a data programme to finish.
Which AI tools do you use?
We are tool-agnostic. We use whichever models and platforms suit your use case, security requirements and existing technology, and we explain the trade-offs in plain terms.
How do you handle regulatory and client scrutiny?
Governance is designed in from the first use case: clear ownership, human review where it matters, approval gates and an audit trail. It is the same discipline we have applied inside regulated financial services firms.
Related services
Often combined with.
Let's make it happen.
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