csAI Consulting | AI Consulting for
Investment Managers
For asset management firms committed to affordable innovation and growth
csAI Consulting Services
With countless products chasing the same solutions, how can a manager know what’s worthy of attention and what’s overpriced, overhyped, or overvalued?
The daily drumbeat of AI news is unrelenting. How can you leverage these innovations to solve specific business challenges?
csAI will help develop a true AI strategy that meets your firm’s needs: intuitive, scalable, and affordable solutions that justify investment today.
We then help you to strategize for bigger, more customized and targeted transformation tomorrow.
Business Process Automation
We identify the best approach to automation: either ready-to-go, out-of-the-box machine learning-based solutions, or a custom approach. We manage:
Initial consultation
Vendor selection and Implementation
Testing and training
Ongoing support, as needed.
If you have existing solutions that are under-utilized, we will get things up-to-speed.
Custom Development Solutions
Portfolio management. Marketing. Client onboarding. Every firm has different sticking points; areas where a customized solution can speed the process and offer heretofore unknown insights.
An Agile process:
Identify the need
Create a product roadmap
Establish the scope
Iterate, refine, deliver on time and on budget
Fractal Chief AI Officer
Difficult to follow the daily drumbeat of AI-related news?
Unsure what every new development means for your firm?
Wondering what’s appropriate now, and what might be in the future?
As your firm’s Fractal Chief AI Officer, csAI Consulting helps create, execute, and nurture your AI strategy.
With a fractal CAIO, your firm can ensure that its AI strategy evolves for both technological developments in the industry, as well as your topline business strategy.
Business Process Automation
Data processing and analysis
Sourcing data using APIs
Data visualization
Making predictions with data
(Linear regression and logical regression models)Creating and optimizing machine learning models
Neural networks and deep learning models
Natural language processing (LLMs and GPTs)
Transformers and their applications
AI ethics and regulations
Emerging topics in AI
Areas for Consultation
The csAI Philosophy:
Solutions. Not hype
csAI: Common Sense AI Consulting
AI is nothing more than a tool. A powerful tool? Absolutely. But we see few use cases where AI should displace actual humans doing real work.
To us, the best AI use case is one which improves the productivity of your team and the quality of your client work.
If AI automation and custom tools can save your firm 2 hours a day across all business functions, by the end of the year, your firm will have picked up a total of 13 weeks worth of opportunity costs.
That’s more than one full quarter, and it is time that can be better used daily to improve the quality and utility of your firm’s work.
That is what‘s important about AI... and that’s our focus.
Schedule an Introduction
Book a 20-minute consult. Introduce yourself, and allow us to do the same