I get to know your business, your tools, and the bodies you answer to. You bring me questions when they come up, and I keep watch in between. Software releases, regulatory letters, governance changes. When something matters to your firm specifically, you hear it from me before you have to ask.
What’s included, every month:
A monthly working session covering whatever’s going on. You bring questions about vendor decisions, proposed use cases, strategy direction, team policies, governance. I bring updates on AI that are relevant to your firm, plus my opinions on what you need to do with the info.
An open line for ad-hoc questions between sessions, by email. A considered answer within two business days, usually faster.
Written notes from every session, so your team has something to refer back to.
My honest opinion. Whilst decisions are yours, I’ll always say if I think you’re overpaying for something you don’t need, or if your policy is a waste of time.
The proactive part.
Once I know what tools you run, who regulates you, and what’s at stake, I’m watching on your behalf. A vendor releases a feature that changes your risk profile, or your regulator publishes guidance, you hear about it from me, with a view on whether it matters and what, if anything, to do. When something new is coming that affects your firm, you’ll hear about it early, and you get first choice of dates if you want help with it.
I’m not a fractional Chief AI Officer. That role centres around AI being implemented across the business. It’s their job to advocate for AI. I don’t advocate for anything other than the success of your firm. If AI isn’t the answer I will feel very comfortable saying so. I exist to make sure that your firm is best placed to continue being successful, keeping your reputation intact and confidence in how you practice.
Where my job stops
The retainer covers questions I can answer quickly: a straight read on something you’re already looking at. If something turns out to need real research or its own written piece, like a decision review or a vendor review, I’ll tell you at the time and we can agree it separately. Those can also be bundled in when you sign, at a lower rate.
You make the final decisions on everything. I give options, details on those options and opinions on what I’d choose, you then decide what is right. As much as I learn everything I can about your firm, ultimately you will always have knowledge and understanding no outsider could ever appreciate. So decisions are always yours.
It’s the same with outcomes. I don’t run the projects on your team, but I’m there if they have questions about AI, just like an in-house head of AI would be.
I’m not a lawyer, so I don’t give legal advice or sign off privacy policy wording. And I don’t build or implement AI systems.
The retainer is a fixed monthly fee, with a three-month minimum and 30 days’ notice after that. You can bundle in other services, like training or a decision review, at a lower rate when you sign.
Book a free call with me and we can have a chat about whether the retainer is the right fit. No hard sales tactics, I promise.