Finance · AI Strategy & Enablement
AI strategy for finance
Roadmap · governance · audit-traceable AI · 6–10 weeks.
Finance AI engagements die at compliance review more than at engineering review. A strategy phase that comes back with a real governance framework, audit-trail patterns, and an honest roadmap is the unlock. We do this engagement before the build.
Signals you're a fit
- Compliance team is asking for an AI governance policy you don't have
- Multiple AI vendor pitches are sitting in your inbox unscored
- Engineering wants to ship something AI-related but legal is blocking
What we'd build
Phase 1
AI maturity + use-case scorecard
30+ candidate use cases ranked by impact × feasibility × regulatory risk. Output: a 12-month plan with priority order.
Phase 2
Governance framework
Model approval workflow · DPA / SCC template review · audit-trail patterns · refusal policy library.
Phase 3
Engineering enablement workshop
Two-day hands-on for your engineers — prompts, RAG, agents, evals, regulatory gotchas.
Timeline + budget
Timeline
6–10 weeks for full strategy + governance phase
Budget envelope
$40–90K Fixed-fee Sprint · often pre-engagement for $100K+ builds
Final scope and price quoted on a discovery call. Numbers above are the typical range — yours could be lower or higher.
Related case studies
Talk this through with a human.
20 min. No deck. We'll tell you honestly whether this pattern fits your situation.
