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The real value of AI is already in your business.

Your people. Your processes. Your expertise. We capture what already makes you great and build systems around it—so you can do it better.

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What can we actually do for you?

We help you take the way your people already work—due diligence, reporting, client service—and build AI around it. Start small with training, or go big with enterprise-wide solutions.

1

Applied Solutions

AI-Powered Lead Generation, Automated Meeting Notes & Summaries, Client Education Tools, Contract & Document Review (NLP), Advisor & Analyst Copilots, Client Services Chatbots & Assistants, Sentiment Analysis (Clients, Research, Markets), Investment Due Diligence Support, Personalized Client Reporting, AI Knowledge Search Assistants (RAG-powered), Fraud & Anomaly Detection, Marketing Automation & Content Generation

2

AI Foundations

Retrieval-Augmented Generation (RAG), Fine-Tuning (Full, LoRA, PEFT), Prompt Engineering, Prompt Guardrails & Injection Defense, Hybrid Search (Lexical + Semantic), On-Prem & Private Hosting (vLLM, Ollama, Triton), Vector Databases (FAISS, Pinecone, Weaviate, pgvector), LLMOps & Monitoring (Tracing, Drift, Observability)

3

Data Engineering & Preprocessing

Data Consolidation & Integration, Information Extraction (NER, Key–Value Extraction), Data Cleaning & Normalization, Knowledge Graph Construction, Data Warehousing / Lakehouse Architecture, Embedding Pipelines & Feature Stores, Document AI (OCR, Layout Parsing, Preprocessing), Text-to-SQL / Natural Language to BI Interfaces

4

Strategy & Education

Executive Training & Workshops, Roadmaps & Phased Implementation Plans, Model, Vendor, & Tool Evaluations, Technology & Data Audits, Use-Case Identification & Prioritization, Fractional CTO / Head of AI Advisory, AI Readiness Assessments, AI Advisory Services and HR

AI Use Cases

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