Unlock Your Industry's
Custom AI Operating System.
Three deliverables, all calibrated to your stack and your regulators: a Cross-Functional Execution Matrix, a 10 Hour Reclaim Engine, and a Compliance Translator your team will actually use.
Step 1 · Pick your industry
For Financial Services teams
Your firm wants AI velocity. Your compliance officer wants zero MNPI exposure. You sit in the middle.
Calibrated for Microsoft 365, Bloomberg, Salesforce, Workiva. Aligned with SEC Reg SCI, FINRA 3110, SR 11-7 model risk.
Cross-Functional Execution Matrix
A role-by-role map across the front, middle, and back office showing which AI workflows belong with the PM, the analyst, the ops associate, and the controller.
- RM and PM prompt patterns that never touch MNPI
- Middle office reconciliation copilots
- Controller close-cycle automations
10-Hour Reclaim Engine
The ten most repetitive tasks in a typical analyst or associate week, with a safe automation pattern for each one.
- Earnings call summary template
- Client portfolio review prep
- Pitch book updates and figure refreshes
- Compliance attestation drafting
Compliance Translator
A plain-English translation of SEC, FINRA, and SR 11-7 expectations into prompt-level rules your team can paste into any approved tool.
- MNPI redaction checklist
- Model risk documentation template
- Audit trail prompt scaffold
What you will unlock
- MAR aligned prompt guardrails for research and trading desks
- 10-K disclosure review checklist your audit team will sign off on
- Client memo template that survives compliance review on the first pass
- Vendor due diligence prompt pack for new AI tools
Built with input from compliance leads at multi-billion AUM shops, not vibes from a Twitter thread.