AI transformation strategy and enablement.
We help product and engineering functions in insurance and banking work in an AI-native way. Embedded coaching, an honest read on capability, and a system the team keeps.
Sector
Insurance & banking
Scale
Functions of 40+
Model
Embedded, not classroom
Outcome
Owned by the team
Three things, done well, in sequence.
Strategy without enablement is a slide deck. Tools without coaching gather dust. We do all three, and we hand the result over.
AI Transformation Strategy
We start with an honest read on where you are. Capability assessed cohort by cohort, the value stream mapped to find where it actually stalls, and an operating model set that fits how your teams really work, not a theoretical version of it.
- →Capability baseline
- →Value stream mapping
- →Operating model & governance
Coaching & Mentoring
Hands-on and embedded, not classroom. We coach role-based pathways on live work, building both AI capability and the product thinking that unlocks its value. People learn on the work in front of them, with the behaviours that make it stick.
- →Role-based pathways
- →Pairing on real work
- →Communities of practice
AI Enablement
A living knowledge system the team owns and keeps. Role-specific assistants, custom integrations, prompt libraries, playbooks and self-serve onboarding. Everyone contributes, everyone uses it, and new starters learn from it independently.
- →Shared assistants & integrations
- →Playbooks & prompt libraries
- →Self-serve onboarding
From bottleneck to breakthrough.
A FTSE-listed UK insurer. A product function of around 43 people across four locations, inside one of the most significant modernisation programmes the business has run. The brief: coach the function to a fundamentally different way of working while the change is already underway.
Zero to one, every stage
Discover. frame the opportunity. Then on to the next.
The bottleneck, named
Engineering already running at multiples of its old pace, but starved of input. Product and design were the constraint, and the gap widened every sprint. We made it measurable.
Capability, honestly read
An assessment across every cohort: who is ready for an AI-augmented practice, who needs development, and who needs a different path. The foundation everything else builds on.
A system they keep
Role-specific assistants, playbooks, prompt libraries and self-serve onboarding, built with the teams. When the engagement ends, the capability stays.
Client anonymised at their request. Figures and detail described at the level the engagement allows.
Phased, embedded, and built to hand over.
We work in the building and remotely, sized to each phase. Governance runs throughout: regular operational check-ins and steering with the sponsor.
Preparation
Discovery sessions, system and tooling setup, governance, and a baseline read on culture and readiness. A strong start from day one.
Assessment & pilot
A written capability assessment across every cohort, then a pilot with an agreed team. We test and iterate the approach before any full rollout, lowering risk and raising quality.
Coaching, mentoring & advisory
The active phase. Embedded across the function on role-based pathways, with tooling advisory and a living knowledge system built alongside the teams.
Two tracks, run in parallel
Locked modernisation
Coaching teams within the agreed roadmap to move faster and better, not differently. For functions with a fixed plan to deliver against.
Flexible teams
Greater latitude to explore AI-native practice and prototype new tooling configurations. For teams with room to redesign how they work.
“They did not arrive with a deck and a theory. They sat with our teams, learned how the work actually moved, and gave us an honest read we could act on. The gap between engineering and design finally had a number against it.”
Chief Product & Design Officer
UK insurer
“The difference was the handover. We did not end up dependent on a consultant. We ended up with a way of working, and the playbooks and people to keep it running ourselves.”
Head of Product
Financial services
Illustrative quotes shown as placeholders. To be replaced with approved, attributed testimonials before launch.
Let’s talk about your function.
Tell us a little about your team and where you are with AI. We will come back with a considered view, not a sales pitch. We take on a small number of engagements at a time.