AI for financial services — where milliseconds and audit trails both matter.
A trade has to clear in milliseconds, and a regulator can ask you to prove exactly what happened, why, and on whose authority — months later. I build AI for that reality: fast, grounded, and fully auditable, for banks, hedge funds, asset managers, fintech, and capital markets.
Experienced working within
Financial firms live inside a contradiction most AI vendors don't take seriously: the work has to happen fast, and it has to be provable slowly. A break gets routed in seconds; the reason it was routed that way gets questioned in an audit two quarters later.
I build AI that holds both ends at once. Grounded retrieval so answers come from your records, not a model's guess. Append-only audit trails so every action can be traced back to what it saw and why it acted. Fast where the market demands it, provable where the regulator does.
Where AI moves the number
The highest-impact work in a financial firm is high-volume, rule-bounded, and expensive in human hours — exactly where a well-built agent earns its keep.
- Trade ops — automated reconciliation, break detection and routing, and settlement workflows that clear the exceptions humans shouldn't be touching.
- Risk & compliance — AML/KYC automation, trade surveillance, and regulatory reporting, with a full trail behind every flag.
- Client intelligence — Client 360 retrieval, research synthesis, and relationship signals that put your own data to work for the desk.
In this industry, an AI answer you can't source is worse than no answer. I build systems that show exactly where every number came from.
Three places AI pays for itself on the desk.
From briefing to production, with the controls built in.
Find the highest-impact use case
Reconciliation, AML/KYC screening, surveillance, or client synthesis — we pick the one that moves a real number and agree on the KPI up front.
Design for speed and audit together
Grounded retrieval, the audit layer, and regulatory-aware deployment are designed as one — fixed scope and price, no surprises.
Deploy into your environment
We build in sprints, deploy inside your controls — on-prem where the data demands it — and harden until it holds under real volume.
Prove the value and the trail
We track the system against its KPI and confirm every action is logged and provable — then tune until the value crosses the cost.
Let's talk about where AI moves a number on your desk.
Reconciliation, AML/KYC, surveillance, client intelligence — if it's high-volume and it has to be provable, that's my kind of problem. I'll tell you what it's worth before we build it.
