Business & operating context
How you make money, where margin leaks, key workflows, data reality, and regulatory constraints.
Work with the founder
After 10+ years in banking and building AI products for regulated markets, I work directly with leadership teams to map where AI can drive revenue, efficiency, and risk reduction—before you commit budget to the wrong bets.
Founder & Head of AI at AIQGEN, and former Itaú BBA (10+ years) across corporate banking, pricing strategy, and AI-driven decision systems.
I don’t treat AI as a technology slide deck—I treat it as a business and decision problem: where capital, risk, and regulation meet real operations.
Not because models are “weak”—but because the institution never answered the right question.
What this is
I work with your leadership team to map opportunities across revenue, efficiency, and risk & compliance—then prioritize what to do first, what to defer, and what not to fund.
How you make money, where margin leaks, key workflows, data reality, and regulatory constraints.
Concrete areas—revenue (e.g. targeting, cross-sell), efficiency (manual back-office, service load), risk (fraud, monitoring, audit trails).
Impact vs. effort vs. regulatory complexity—so you know what deserves a pilot and what doesn’t.
A prioritized opportunity map, directional roadmap, and clear handoff—whether your team builds, a partner builds, or AIQGEN builds later.
Many AI advisors come from pure tech backgrounds. I combine banking economics, product judgment, and regulated-market delivery—so recommendations respect how your institution actually runs and is supervised.
“Compliance is not a constraint you bolt on later—it’s part of the architecture.”
Typical strategy engagements are scoped individually. We’ll align scope, timeline, and investment on the strategy call.