A selection of engagements across financial services, manufacturing, legal, and healthcare.
A data provider was selling one off extracts. We rebuilt it as a data as a service platform with secure API access and usage based pricing.
Result: a repeatable revenue model in place of project sales.
Modernized a brokerage's trading and reporting platform.
AI agents read, validate, and post supplier invoices into financials. Staff review only the exceptions the agents flag.
Set the technology direction and a multi year investment roadmap tied to operating priorities.
Coached a manufacturer's internal teams to use generative AI in their daily work.
An agent that revises client agreements according to the firm's own positions and fallback language.
Automated intake and extraction for a services company handling more than 100,000 pages a month.
Designed a data platform for clinical insight and outcomes analysis.
Supported statistical design for a clinical research study.
Beyond individual engagements, we have designed and delivered complete AI platforms.
Patient insight and revenue cycle support, built for a healthcare provider.
Pipeline visibility and deal guidance for a client's sales leadership team.
AI support for advisors and estate planners at a wealth management firm.
We will share how we would approach it.
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