Cordrey Services

Practical AI and automation, without the guesswork.

I help regulated service firms, and other process-heavy businesses, turn manual, repetitive work into automated workflows: finding the work worth automating, building it on tools you already trust, and leaving your team in control of it afterwards. No data team to hire. No transformation programme to wait for.

How I work

Start at the smallest honest level.

Most AI money is wasted by reaching for a big, custom build when a prompt or a simple integration would have done the job. I always solve at the smallest level that honestly fixes the problem; it is cheaper for you today and it lasts longer tomorrow. Almost every piece of work sorts into one of three levels.

Level 1 · Education

You already own the tool.

Summarising threads, drafting replies, cleaning up data: ChatGPT, Claude or Copilot do this out of the box. What you need is the right prompt and a bit of training, not a build.

Level 2 · Integration

Two systems that should talk.

Re-keying data between your CRM and back office, routing enquiries, formatting reports. An automation platform connects what you already have: reliable, quick, low-risk.

Level 3 · Custom build

When nothing off-the-shelf fits.

Document parsing, policy logic, an assistant inside your compliance framework. Real custom work, built with guardrails, an audit trail and a human in the loop.

Ways to work together

Consulting

Whether you need to know where to start, want one process built and shipped, or want a steady hand on the tiller, there is a service pitched at the right level of involvement.

Run for you

Managed Services

The services above are ways of working together on your systems. These two are different: complete operations I deliver and keep running for you, on infrastructure I manage or on cloud infrastructure you own and control (set up for you, keys handed over), with the same review discipline applied to everything I build.

Who I work with

Your industry, in its own terms.

Everything above flexes to any process-heavy firm. These pages walk through what the hand-off to software looks like on your processes, with the proof and the governance questions that matter in your world:

Why me

Built for regulated environments.

Ten years running operations in financial advice and banking taught me what it means to work under strict regulatory oversight. I build automation and AI that respects compliance boundaries and data governance by default: encrypted in transit and at rest, mindful of GDPR and data-protection duties, and defensible when someone asks how a decision was made. If a workflow touches client or sensitive data, it is designed to hold up to scrutiny.

Technology agnostic

The tool should fit the business.

I do not push specific software. Wherever possible we build on the systems you already pay for, plus custom API and AI integrations where they earn their place, and only bring in new technology when it genuinely solves a problem. The usual suspects:

The right one for the job, and no more.

Not sure where to start? That is exactly what the Automation Audit is for. It gives you the map before you spend a penny on a build.

Schedule an obligation-free call

The best first step is a free 30-minute call. I will ask about your operations, you can ask how I work, and we will both know if it makes sense to go further.

Book a discovery call

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