Strategic Areas of Focus
Some of our key streams of AI capabilities. Each area represents a critical component of successful AI adoption in wealth management and family office environments.
Prompt Engineering
At the core of any AI tool, is a prompt. Learn to write complex, reusable prompts that guide your AI tools to successful results, saving hours of work.
What We Offer
- •Master the art of crafting effective prompts that produce consistent, high-quality results
- •Learn advanced techniques like few-shot learning, chain-of-thought prompting, and role-based prompting
- •Develop reusable prompt templates and libraries for common business use cases
- •Understand prompt engineering best practices for different AI models and use cases
- •Implement prompt versioning and testing strategies for prompt optimization
Key Benefits
- ✓Reduce AI response errors and improve output quality
- ✓Save time by reusing proven prompt patterns
- ✓Increase consistency across AI-powered workflows
- ✓Lower costs by reducing the need for model fine-tuning
Proprietary Data Integrations
Connect AI to your databases and document stores to enrich employees' workflows using embeddings and custom MCP servers.
What We Offer
- •Integrate AI with your existing databases, data warehouses, and document management systems
- •Create custom MCP (Model Context Protocol) servers to connect AI models to proprietary data sources
- •Implement vector embeddings for semantic search across your data repositories
- •Build secure data pipelines that maintain privacy while enabling AI-powered insights
- •Develop real-time data synchronization between AI tools and your business systems
Key Benefits
- ✓Enable AI to access and utilize your proprietary business data
- ✓Improve decision-making with AI-powered insights from your data
- ✓Enhance employee productivity with context-aware AI assistants
- ✓Maintain data security and compliance while leveraging AI capabilities
Private Chat Applications
Deploy custom chat applications that you own to ensure your data stays private.
What We Offer
- •Build and deploy private chat applications using open-source or proprietary AI models
- •Implement enterprise-grade security and access controls
- •Customize chat interfaces to match your brand and workflow requirements
- •Integrate with your existing authentication and authorization systems
- •Deploy on-premises or in private cloud environments for maximum data control
Key Benefits
- ✓Complete data privacy and control over sensitive conversations
- ✓Customizable user experience tailored to your organization
- ✓No dependency on third-party chat services
- ✓Compliance with industry-specific data protection regulations
Organizational Knowledge Bases
Create custom knowledge bases with proprietary data and AI for Retrieval-Augmented Generation (RAG).
What We Offer
- •Build comprehensive knowledge bases from your documents, wikis, and internal resources
- •Implement RAG (Retrieval-Augmented Generation) systems for accurate, context-aware responses
- •Create semantic search capabilities across your organizational knowledge
- •Maintain and update knowledge bases with automated ingestion pipelines
- •Enable AI assistants to answer questions using your organization's knowledge
Key Benefits
- ✓Make organizational knowledge easily accessible to all employees
- ✓Improve accuracy of AI responses with your proprietary information
- ✓Reduce time spent searching for information across multiple systems
- ✓Preserve and leverage institutional knowledge effectively
Software Development Tools
Turbocharge your development team with tools like Cursor AI, Claude Code, and Perplexity.
What We Offer
- •Integrate AI-powered coding assistants into your development workflow
- •Implement code generation, refactoring, and documentation tools
- •Set up AI-powered code review and quality assurance processes
- •Train development teams on effective use of AI coding tools
- •Customize AI development tools to match your coding standards and practices
Key Benefits
- ✓Accelerate software development cycles
- ✓Improve code quality and consistency
- ✓Reduce time spent on repetitive coding tasks
- ✓Enable developers to focus on complex problem-solving
Workflow Automation
Use AI-first enterprise solutions like n8n and Microsoft Power Automate to automate manual, repetitive tasks.
What We Offer
- •Identify and automate repetitive business processes with AI-powered workflows
- •Integrate AI decision-making into automated business processes
- •Build intelligent workflows that adapt to changing conditions
- •Connect disparate systems and applications through AI-enhanced automation
- •Monitor and optimize automated workflows for continuous improvement
Key Benefits
- ✓Eliminate manual, time-consuming tasks
- ✓Reduce human error in repetitive processes
- ✓Improve process efficiency and consistency
- ✓Free up employees to focus on higher-value work