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AI Strategy & Readiness Consulting

Built for financial services and FinTech.

An AI strategy decides where artificial intelligence creates measurable value in your business. An AI readiness assessment tells you whether your data, processes, platforms and governance can actually support it. We design both for Financial Services and FinTech firms, so AI adoption is structured, defensible and built for regulated environments from the first conversation.

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TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

The challenge

In regulated environments, ungoverned AI is not progress. It's exposure.

Most AI investment in Financial Services and FinTech never reaches the work that matters. Tools get adopted in isolation. Pilots run without success criteria. Workflows get automated on top of brittle data and undocumented logic. Leadership is asked to defend AI decisions they have no visibility over. Compliance is invited in late, then has to undo what's been built. The result is the appearance of progress on slide decks and the reality of operational and regulatory risk underneath them. AI without strategy is not innovation. It's exposure with a roadmap that doesn't exist.

What you get

  • An AI strategy your board can defend

    Scoped use cases. Value sized realistically. A sequenced roadmap that survives a question from your CFO, your CIO and your compliance officer in the same meeting.

  • Readiness diagnosed across the full stack

    Data, process, platform, governance and team capability scored against the use cases that actually matter. You know exactly where you are before you commit to where you're going.

  • A governance framework that holds up to audit

    Control plane, audit trail, override mechanisms and human-in-the-loop validation, scoped against FCA principles, Consumer Duty and your internal risk appetite.

  • AI that survives the proof of concept

    A phased adoption roadmap that compounds, with quick wins sequenced against systemic change. Investment that produces outcomes, not pilot purgatory.

Our AI approach

How we deliver AI Strategy & Readiness

We deliver AI strategy as a focused, time-bound engagement that ends with three things in your hands: a scored readiness assessment, a prioritised use case roadmap, and a governance framework ready for the build phase. No vendor preferences. No tool obsession. The strategy decides the technology, not the other way round.

  1. Discover and benchmark

    Leadership discovery workshop, current-state AI usage audit, and a capability audit of the AI features already sitting unused inside your existing platforms (HubSpot, Salesforce, Microsoft, Google). Most firms have more AI in the stack than they think. They just have no plan for it.

  2. Identify and prioritise the use cases

    Structured use case identification across revenue, customer experience, operations and risk. Each candidate scored on value, feasibility, data dependency and regulatory exposure. The output is a ranked list, not a wishlist.

  3. Score readiness across five layers

    Data quality and accessibility. Process maturity. Platform AI capability. Governance and risk posture. Team capability and change capacity. Every prioritised use case is mapped against where you are today, so the gaps are explicit.

    4-layer governance designed for a regulated FSI firm. Full audit trail. Human benchmark validated on every agent.

  4. Build the roadmap and the governance

    A phased adoption roadmap with investment, dependencies and accountabilities. A governance and risk framework with control plane, override mechanisms and audit documentation. A decision framework for what to build, buy, integrate or hold. Ready to hand to the build team, internal or otherwise.

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AI Strategy & Readiness is part of the broader Growth Revenue Engine: Evara's integrated framework for scalable financial services growth.

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Financial Services companies trust us
Financial services sub-sectors covered
Years sector expertise

CASE STUDIES

Results that speak for
FinTech and Financial Services.

  • PAYMENTS

    40%

    Pipeline Visibility Increase

    How we restructured the commercial operating model at a FinTech payments business, embedding HubSpot CRM as the operational spine across marketing, sales and customer success.

    Read the full story

  • DATA & ANALYTICS

    +18%

    Increase in revenue

    Revenue uplift at a financial intelligence platform after we redesigned the sales process, built ~100 automated deal workflows and embedded enablement that scaled the sales team to 4x its original size.

    Read the full story
See All Our Results

Ready to see how an AI Strategy would work for your business?

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All our marketing efforts can now be tied into one campaign, which helps us analyse performance effectively. The buyer persona-based approach helps us customise messaging to what is most relevant. This improves conversion rates and results in more MQLs and SQLs for the Sales Team.

Marketing Lead · IBS Intelligence

Priyanka Wani

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Increase in revenue within three months of implementation

Sales team expansion enabled by automation efficiencies

Increase in content engagement across the platform

FREQUENTLY ASKED QUESTIONS

Common questions about AI strategy and readiness.

An AI readiness assessment is a structured evaluation of whether your business has the foundations to adopt AI safely and meaningfully. We score five layers: data quality and accessibility, process maturity, platform AI capability, governance and risk posture, and team capability. For Financial Services and FinTech firms, the assessment is mapped against your regulatory perimeter, so the score also tells you where AI is defensible to adopt and where it isn't yet. The output is a readiness map, not a one-off audit. Most firms discover they're more ready in some areas than they thought, and significantly less ready in others.

We start with use case identification, not technology selection. For each candidate use case, we score value, feasibility, data dependency and regulatory exposure. We then sequence those use cases into a roadmap that prioritises high-confidence wins, sets clear boundaries on what AI should not do, and embeds governance from day one. Tools and models are chosen against the use cases, not before them. The strategy is documented in a form your CFO can size, your CIO can architect, and your compliance officer can sign off.

Every AI workflow we design has a control plane, an audit trail, human-in-the-loop validation and an override mechanism. Decision logic, data sources, model assignments and human accountability are documented for every AI-assisted step. The framework is scoped against FCA principles, Consumer Duty obligations and SMCR personal accountability, plus your internal risk appetite. The result is an AI estate that's defensible to internal audit, external auditors and the FCA, with no workflow automated until it has been validated against a human benchmark.

A focused AI readiness and strategy engagement typically runs between 4 and 8 weeks, depending on the breadth of use cases and the maturity of your existing data and platform foundation. For firms wanting a faster diagnostic, our Revenue System Health Check delivers an AI-scored roadmap in 4 weeks as a fixed-scope engagement. Build and implementation sit downstream of strategy: we can either hand the roadmap to your internal team, or move into the build phase with our Agentic Systems and AI Operations capabilities once readiness is established.

Have more questions about AI Strategy or about the AI Readiness process? Get in touch.

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SUPPORTING SOLUTIONS

Related capabilities

  • REPORTING & BUSINESS INTELLIGENCE

    Clean data is the prerequisite for AI.

    Data models, dashboards and decision frameworks that turn your data into an AI-ready foundation. The work that determines whether your AI strategy is buildable.

    Explore this solution

  • CRO & OPERATIONAL EFFICIENCY

    Conversion at every stage of the journey.

    UX, behavioural insight and experimentation applied to the friction points your GTM model surfaces. Improvements that compound across the funnel.

    Explore this solution

  • TECHNOLOGY & CRM ARCHITECTURE

    Map the system before you build it.

    Data model, integration logic and governance, defined before implementation begins. The work that determines whether the migration succeeds long term.

    Explore this solution

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Start the conversation.

Tell us where you are with AI today and where you're trying to get to. We'll respond within one business day with a clear next step.

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Latest Insights

New insights on AI strategy and readiness for Financial Services and FinTech companies are published each month. Explore more information on Growth Revenue Engine and the technical aspects of AI Strategy and AI Readiness.

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