Fixed-fee assessmentMost popular
AI-Native Readiness
Where AI earns its keep in your business, and how to do it safely.
- Fee
- R60,000 once-off$5,000 once-off
- Duration
- 4 weeks
- Senior time
- 24 hours
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For financial services firms
Your clients expect digital service and your regulator expects control. We give you a senior technology and AI leader for a fixed number of days a month, so you get both.
Independent financial advisers, wealth and asset managers, insurance brokers, lenders and FSPs with roughly 10 to 250 people.
The fit
Most financial services firms run on a core platform, a CRM and a handful of suppliers. The decisions are big (platform choice, data protection, AI, cyber risk) but there is rarely a full-time CTO's worth of work. A fractional leader makes those decisions well, manages the suppliers, and reports to your board in plain language.
What we do
A roadmap tied to growth and compliance.
Independent advice on platforms, CRMs and AI tools, with costs compared.
POPIA, access control, backups and incident readiness, reported to the board.
Safe use first, then measured pilots.
AI in practice
| The task | Today | With AI | Who checks it |
|---|---|---|---|
| Meeting notes and record of advice | Advisers write notes and records of advice by hand after each client meeting | A draft summary and record of advice from the meeting, in your template | The adviser reviews and signs every record |
| Client onboarding and FICA documents | IDs, proof of address and statements are checked and captured by hand | Documents read and fields pre-filled, with exceptions flagged | Compliance staff approve every exception |
| Client communication | Reviews, updates and follow-ups drafted from scratch | First drafts in plain language from the client file | The adviser edits and sends |
| Compliance monitoring | File reviews cover a small sample | Every file screened against a checklist, with gaps flagged | The compliance officer decides on every flag |
| Internal knowledge | Staff ask colleagues where the latest product or policy document is | An assistant that answers from approved documents, with the source linked | Document owners keep sources current |
Every example keeps a qualified person in control. We start with the rules, then prove one use case on your own work before anything scales.
Guardrails
Where to start
Find where AI helps and set the rules first.
Where AI earns its keep in your business, and how to do it safely.
If your systems, suppliers or costs are the bigger worry.
A clear view of your whole technology function in 30 days.
If the board or insurer is asking about POPIA and cyber.
POPIA and GDPR readiness for your platforms, data and AI use.
Senior technology and AI leadership, a fixed number of days a month.
Try AI safely
Half a day for partners or leaders: what AI can do, the risks, your use cases.
Executive AI Briefing and Workshops
Policy, approved tools, and the opportunities worth trying.
AI-Native Readiness
Three weeks, your data, measured against today.
AI Proof-of-Concept Sprint
Put what works into production, or have a senior leader run the programme.
AI Automation and Agents
or lead it with
Fractional CTO and AI Lead
Stop after any step. You keep everything we produce.
FAQ
Book a 20-minute call. We will tell you where to start, and whether you need us at all.