AI in client service
Decide where AI supports advisers without replacing them.
- 1Maps the client journey
- 2Flags compliance risks
- 3Picks first pilots
Miami, FL · AI Strategy & Consulting
An AI roadmap for Miami companies that serves clients and partners in two languages, with privacy and financial rules planned in.
AI Strategy & Consulting in Miami
Miami is the gateway between the US and Latin America: private banks and wealth managers, trade and air cargo, cruise lines and hotels, real estate and a large health sector. Much of the work happens in two languages, which shapes how AI needs to be built here.
Where it fits
Decide where AI supports advisers without replacing them.
Prioritise AI across booking, service and operations.
Built for Florida rules
Reasonable security measures and fast breach notification.
Opt-outs from profiling and limits on sensitive data.
A written security program covering every system that handles customer financial data.
Safeguards and a business associate agreement for anything touching patient data.
Working together · Eastern Time
Your morning is our evening, so we meet live at the start of your day and build while you sleep.
How we work
We learn your goals, constraints and the processes that matter most.
We run discovery sessions and review your data and systems.
We score use cases on value, feasibility and risk, together with you.
We hand over a roadmap, and can stay on to deliver the first phase.
Yes. Where client or partner data comes from Latin America, we note which countries' data rules may apply and plan hosting and access accordingly.
A prioritised list of AI use cases, a readiness assessment covering data, systems, skills and governance, and a phased roadmap with the decisions and investment each phase needs.
No. Part of the work is finding out what state your data is in and what it needs for each use case. Many useful AI projects can start with the data you already have.
Yes. The same team designs and delivers agentic AI, generative AI, data platforms and applications, so the roadmap moves straight into delivery without a hand-off.
Let's talk
We help you navigate Enterprise AI, from first use case to production.
Let's connect