For Financial Services
AI training for financial services teams — without the compliance risk.
AI adoption in financial services moves at the speed of your governance framework. We help your teams build real AI capability — practical, traceable, and aligned with MiFID II, DORA, and the EU AI Act.
Book your free AI Maturity Assessment →Where financial services teams get stuck
The AI challenges specific to your sector.
Regulatory compliance with AI — MiFID II, DORA, EU AI Act
Using AI in client-facing decisions, trading support, or risk modelling introduces explainability and documentation obligations that most teams aren't prepared for. The EU AI Act classifies many financial AI use cases as high-risk — requiring conformity assessments, audit trails, and human oversight mechanisms. Most teams are experimenting with tools without understanding where the regulatory boundaries actually fall.
Automating back-office while managing operational risk
Back-office functions — KYC document processing, compliance reporting, reconciliation, contract review — are high-volume and well-suited to AI automation. But the risk of hallucination or data leakage in these contexts is not theoretical. DORA's operational resilience requirements mean AI tools used in operational processes need to meet standards that most off-the-shelf tools don't document clearly.
Building AI fluency without breaching data governance
Front-office and middle-office staff want to use AI tools, but data classification policies, client confidentiality obligations, and uncertainty about what's permissible create a culture of avoidance. The result: individuals use personal accounts and unvetted tools rather than working within approved systems — which creates the exact governance risk that policies were designed to prevent.
Regulatory context: what you need to know in 2026
Every AI programme we run in financial services is designed with your compliance obligations in mind. We work within the frameworks your teams operate under — and help you understand exactly where AI use creates regulatory exposure and where it does not.
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The right starting point for financial services teams.
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AI Exec Briefing
A structured half-day for your COMEX or senior leadership team. Builds shared understanding of AI's actual impact on financial services — with sector-specific regulatory context — and produces a 30-day activation plan.
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AI Strategy & Roadmap
A 2–5 day engagement that maps your current AI maturity, identifies and scores your highest-value use cases (with regulatory risk flagged at each stage), and produces a sequenced 12-month AI roadmap.
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AI Skills Bootcamp — Compliance Track
Role-specific AI fluency training for compliance, risk, and operations teams. Covers approved tool use, data classification in AI workflows, prompt design for regulated contexts, and how to document AI-assisted decisions.
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AI Learning Shots
Focused 90-minute sessions deployable at scale — ideal for building baseline AI literacy across large front-office, middle-office, or operations cohorts without disrupting daily operations. Available hybrid.
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Every transformation starts with a free AI Maturity Assessment.
30 minutes. Senior consultant. No commitment. Results visible within weeks.
Book my free AI Maturity Assessment