AI workflow implementation
Design and deploy AI-assisted workflows in trade processing, reconciliations, and finance operations, integrated with your existing systems.
Consulting for financial institutions
We implement AI-driven workflows for investment banks—without compromising control or compliance.
We help operations, finance, and risk teams turn AI from slideware into live, production workflows with clear ownership, metrics, and audit trails.
Typical engagement
AI-assisted trade operations pilot
- • 4–8 weeks, small joint team
- • 1–2 workflows (e.g., breaks, exceptions)
- • Clear before/after metrics and audit trail
Designed to prove value quickly while satisfying model risk and control requirements.
What we do
Concrete, implementation-focused work across operations, finance, and risk.
Data & controls engineering
Build data flows, rules engines, and control points that satisfy both operations teams and model risk/compliance expectations.
Operating model & rollout
Redesign roles, hand-offs, and governance so AI use cases can scale from pilot to multiple desks, regions, and functions.
How we work
A simple, repeatable process designed for regulated institutions that need to see progress fast, without losing control.
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1
Discovery & diagnostic (1–2 weeks)
Interview key stakeholders, map workflows and systems, understand pain points, controls, and model risk constraints.
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2
Design & prioritization (1–2 weeks)
Co-design target workflows, define success metrics, and prioritize use cases that balance impact, feasibility, and risk.
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3
Build & implement (4–8 weeks)
Implement and integrate AI services and workflow changes, with clear test cases, controls, and change management.
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4
Transition & support
Handover documentation, training, and optional ongoing advisory to support internal teams as they extend and scale.
Who we are
Senior practitioners with a mix of banking, technology, and AI implementation experience. We offer small teams of hands-on experts rather than large pyramids of junior staff.
Terry Robinson
Founder / CEO
Executive with over 30 years of banking technology and consulting experience, having worked for Tier 1 firms in New York, London, and Frankfurt. Terry was co-founder and CEO of Vox Financial Partners which helped investment banking clients manage regulatory and business change.
Colin Reid
Founder
Veteran financial services technology executive with experience across global investment banks and consultancies. Deep knowledge of enterprise systems in regulated environments, particularly in trading, risk management, and operations. Also a principal at Vox Financial Partners.
Have a specific workflow or use case in mind?
We start with a short, focused diagnostic call to understand your context and map concrete options—no sales theatre.