01
Find the AI use cases worth doing
Map where research, sales, operations and reporting teams lose hours, then pick the few AI use cases with clear payback and manageable risk.
hype → paybackAI for finance, from a finance insider
AI, fluent in finance.
I spent 16 years in Hong Kong equity markets, in sell-side research, at a hedge fund and leading equity advisory and sales. Now I help finance teams cut through the AI hype and get real work done faster, in ways your compliance team can live with.
Book a call Hong Kong · working across Asia
“I've sat where your analysts, portfolio managers and sales teams sit. I know which hours AI can give back, and which risks it can't be trusted with.”CFA · CAIA · CGMA · MEng, Imperial College London
How I help
From hype
to habit.
Most finance teams have AI licences and a few enthusiasts. Few have workflows that hold up on a Monday morning. I help close that gap.
02
Get your team fluent, fast
Hands-on workshops built on real finance work, from earnings notes and pitch materials to client emails and data pulls, so people leave using AI, not just hearing about it.
practice, not slides03
Build workflows that pass compliance
Design AI-assisted processes with the controls, review steps and data boundaries regulated firms need, so pilots become everyday practice.
safe by designHow we work
Built by someone who has done the job.
I start from the work, not the tool. We look at how your team actually produces research, advice and reports, test AI on that work, and keep only what makes it faster and better.
- 1Map
Where do your people spend hours on work AI could draft, check or summarise?
- 2Pilot
Which two or three use cases can we test on real work within weeks?
- 3Embed
What training, guardrails and habits turn a pilot into how the team works?
Before you ask
Questions before we begin
No awkward question. Only useful ones.
01 Do we need a data science team to get started?
No. Most early wins come from general-purpose AI tools your firm may already license, applied well to everyday finance work. Where a use case needs engineering, I will say so and help you scope it.
02 How do you handle confidential and client data?
Carefully. We start from your firm's policies and approved tools, keep sensitive data out of anything unapproved, and design review steps so a person stays accountable for every output.
03 Who is this for?
Banks, asset managers, hedge funds, family offices and corporate finance teams, from front-office research and sales to operations and reporting.
04 Can we start with one conversation?
Yes. A 45-minute call to understand where your team is with AI and what you want from it. You will leave with a sensible next step either way.
Your move
Make AI part of the job.
Tell me where your team is with AI today. The first conversation is 45 minutes, candid and free.
Book a call