Work
We do two kinds of work. We advise institutions taking AI into production, with engineering, regulatory, and security specialists assembled per engagement. And we build working systems, each a falsifiable hypothesis about where AI and financial infrastructure are going. Running them produces the knowledge the advisory work draws on.
Advisory Practice
AI Strategy for Financial Services Leaders
For private equity-backed software companies, banks, and payment institutions taking AI from experiment to production. Grounded in architecting Visa’s real-time payment systems and running technology at a digital asset bank through a volatile regulatory period.
Built for executives deciding where to invest in AI, how to govern it, and how to gain advantage within regulatory obligations.
Engagement types
Executive AI Strategy Briefings
Half-day sessions for C-suite and technology leaders: landscape, regulation, use case priorities, a 90-day plan.
Governance Framework Development
Risk committee charters, model risk approach, vendor accountability. Written for the board and the examiner.
Implementation Advisory
The first 90 days of deployment: vendor evaluation, use case scoping, board communication.
Team AI Enablement
Working sessions for engineering and product teams building with AI tools and APIs.
Working Systems
Each system starts as a hypothesis about the near future that could be wrong. We build it to find out. What survives real users and real constraints becomes advisory material. What fails is retired.
Finance Meets Agentic AI
What has to exist before agents can move money.
Agent Infrastructure
How agents get evaluated, governed, directed, and pointed at systems that predate them.