Workflow map
Three to five processes in your firm where AI can realistically reduce time, errors, or cost.
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AI Audit for Financial Services
Find out where AI actually saves your team hours.
A focused one-week audit for asset managers, brokers, and wealth firms. I map your workflows, identify the three highest-ROI AI automation opportunities, and give you a written report you can act on — with or without me.
Who this is for
This audit is built for small-to-mid financial firms (20–200 employees) where:
- Operations, compliance, or research teams spend hours on repetitive document or data work.
- "We should probably use AI somewhere" has been said in a meeting, but nobody knows where to start.
- You want a concrete plan from someone who understands both AI engineering and how a financial firm actually runs, not a generic consultant pitching ChatGPT licenses.
Not a fit if: you're a 5,000-person bank, you already have an AI/ML team, or you want strategy slides instead of working solutions.
What you get
A written PDF report, delivered within 7 days, containing:
Ranked opportunities
Each opportunity scored on impact, effort, and risk so you know what to tackle first.
Concrete implementations
For each opportunity: what the solution looks like, what tools or models would power it, what data it needs, and a realistic build estimate.
Risk and compliance notes
AVG, MiFID II, and data-handling considerations specific to each opportunity. Nothing in the report ignores the regulatory reality you operate in.
What to skip
A short section on AI ideas that sound good for your firm but probably aren't worth the effort. This usually saves clients more money than the recommendations.
How it works
- Kickoff call (30 min). I learn your business, your team structure, and your current pain points. No prep needed on your side.
- Workflow review (async). I dig into the workflows you flag, plus a few you don't. Usually 1–2 short follow-up meetings, can be online or in person.
- Report delivered (within 7 days). Full written PDF, ready to share internally.
- Walkthrough call (45 min). I walk you and your team through the findings, answer questions, and help you decide what to act on.
After that, you own the report. No retainer, no upsell pressure. If you want me to build one of the recommendations, that's a separate fixed-price engagement — typical fix projects run €2,500–€8,000 depending on scope.
Why me
I'm a software engineer at DMA ONE, a Dutch broker in ETFs, equities, and bonds. I build AI tools as my primary work, both inside the firm and on independent projects. That combination is rare: most AI consultants don't understand how a financial firm actually operates, and most fintech engineers don't build with modern LLM tooling. I do both, full-time.
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Past relevant work
- Zaakwijzer — production legal-AI platform with RAG over Dutch jurisprudence and contract analysis.
- ABN AMRO alert fatigue research — analysis of false-positive reduction in fraud operations.
- Portify — portfolio analytics for retail investors.
Pricing
AI Audit — €750
One-week turnaround. Includes kickoff call, full written report, and walkthrough call. Fixed price, no hidden costs.
Fix engagements — typically €2,500–€8,000
Optional follow-up to implement one of the audit recommendations. Fixed scope, fixed price, quoted after the audit.
FAQ
How much of our time does the audit need?
Depending on the size of the company, it can take a total of 4 hours for smaller companies and a few days for larger companies.
Do you sign an NDA?
Yes, standard. Sent before the kickoff call.
What about our client data?
The audit runs on your workflows and processes, not your client data. I rarely need to see real records — synthetic or anonymized examples are usually enough. AVG and MiFID II constraints are baked into how I work.
What if we don't want to act on the recommendations?
That's fine and common. The report is yours. Some clients implement internally, some take a year, some pick one thing and ignore the rest. No strings.
Can you build the implementation yourself?
Yes, as a separate fix engagement. But there's no obligation to use me — the report is written so any competent engineering team can execute it.
Ready to find out where AI actually fits in your firm?
One week, €750, written report you can act on. Booking page below — pick a kickoff slot that works for you, fill in a few questions about your firm, and we're underway.
Book the audit