Workshops and prices

Half-day workshop, on site or remote, up to 15 people

For: Credit analysts, RMs and credit risk teams in banks and lenders.

• Your own template, policy and a real (redacted) pack, not a demo.
• The check-then-write prompt, tuned to your credit policy definitions.
• The hour-long human check, built into how your team signs off.
• The three problems your team will hit, solved before they hit them.

You leave with: A saved memo checker your team can use on Monday, a one-page sign-off note for your risk and data protection teams, and a scored test on your own tool.

Half-day working session, team lead plus risk, data protection and the policy owner

For: Team leads in banking, insurance, wealth or payments with a use case stuck in approvals.

• Map who signs off what, in what order, at your firm.
• Draft the one-pager: the job, the data, what stays human.
• Walk the fit box: SM&CR, SS1/23, UK GDPR, operational resilience, EU AI Act.
• Leave with the DPIA scope and the AI register entry drafted.

You leave with: An approval path with names and dates, and the paperwork started.

Monthly retainer, mid-sized FS firms

For: Mid-sized banks, insurers, wealth managers and payments firms without a full-time AI lead.

• A use-case pipeline that gets past risk and compliance, not stuck in pilots.
• AI governance your board and regulator can follow: register, owners, checkpoints.
• Recipes built and tested on your own processes, each month.
• A weekly call, and on hand when something needs a decision.

You leave with: Use cases in production with named owners, and governance that holds up.

Keynotes, panels, internal leadership sessions

For: Conferences, industry bodies and FS leadership teams.

• Live AI recipes on fictional FS data, run in the room.
• What actually breaks when AI meets credit, claims, KYC and approvals.
• No vendor pitch.

You leave with: A room that knows what to try on Monday, and what to check first.