Get AI working for you, without hiring a data team or waiting for a transformation programme.
You think AI could save your team hours every week. You are right. But most firms do not know which processes to tackle first, or whether they need an expensive custom build or just a simple prompt. The Audit gives you a prioritised map of every opportunity, classified by effort and impact.
Fixed-price builds on platforms like Zapier, n8n, Make, or Power Automate. When a process genuinely needs custom code, I write it. But I always aim to connect existing tools first. Your team is trained as the system ships, leaving you in control. Hourly consulting is also available across all service types.
A monthly retainer or fractional engagement, team workshops, or a coaching programme. This is the right level of involvement for a business that wants ongoing strategic guidance and implementation without hiring a full-time operations head.
With ten years of experience running operations in financial advice and banking, I know what it means to work under strict regulatory oversight. I build automation and AI systems that respect compliance boundaries and data governance by default, ensuring your workflows are secure and defensible.
The tool should fit the business, not the other way around. I don't push specific software. Whenever possible, we build using the systems you already pay for, and only bring in new technology if it genuinely solves a problem.
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Read articleThe 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.
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