According to a recent study by MIT, most companies are not seeing a return on their AI investment. The companies that have the most success follow a similar strategy — start small with a pilot project, target a narrow use case with an attainable outcome, then build on that success. It's an approach we embody.

We Help Bring AI to Wealth Managers and Family Offices

Been tasked with using AI at your company but not sure where to start? We guide Wealth Managers and Family Offices through the AI-adoption journey — from identifying the right starting point to deploying secure, scalable solutions that integrate seamlessly into your workflows.

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Our Approach

Start small — choose a pilot project with measurable results.

Data Privacy First

Adopt AI without exposing sensitive data.

Cloud-First Solutions

Built to leverage Microsoft Azure’s AI, security, and compliance capabilities.

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A financial services firm transformed months of manual transaction review into automated daily insights using Azure OpenAI and open-source workflow automation—without breaking the budget or compromising data security.

Strategic Areas of Focus

Some of our key streams of AI capabilities.

Prompt Engineering

At the core of any AI tool, is a prompt. Learn to write complex, reusable prompts that guide your AI tools to successful results, saving hours of work.

Proprietary Data Integrations

Connect AI to your databases and document stores to enrich employees' workflows using embeddings and custom MCP servers.

Private Chat Applications

Deploy custom chat applications that you own to ensure your data stays private.

Organizational Knowledge Bases

Create custom knowledge bases with proprietary data and AI for Retrieval-Augmented Generation (RAG).

Software Development Tools

Turbocharge your development team with tools like Cursor AI, Claude Code, and Perplexity.

Workflow Automation

Use AI-first enterprise solutions like n8n and Microsoft Power Automate to automate manual, repetitive tasks.

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