Develop
Design agents that gather evidence, prepare data, run financial models, compare scenarios and produce reviewable analysis. Define which actions can run automatically and which require a person’s judgment.
Model & workflow developmentAgentic AI for finance
Financial expertise
inside the AI workflow.
Agents can retrieve information, use tools and execute multistep tasks. Financial expertise determines the assumptions, calculations and controls those workflows need.
Three disciplines.
One integrated perspective.
Adam combines financial-market experience, bank model-risk leadership and hands-on AI development. That combination informs what we build, how we challenge it and how we explain it.
Validate
Evaluate the full system: models, retrieval, tools and decision rules. Test the calculations and evidence behind the output, including failure cases and limits on autonomy.
Independent validationExplain
Trace what the system received, what it did and how that affected the financial analysis. Make the findings understandable to executives, model owners and counsel.
Expert analysis & testimonyTransfer
Equip the client’s team to operate and review the workflow, with practical documentation, test cases and training on the decisions that remain their responsibility.
Practical experience.
Agentic AI materials and workflows developed around tool use, verification and explicit decision boundaries.
Discuss your engagement
Email Adam[email protected] · Opens your email application.