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Services

One team, three kinds of work.

Strategy is the front end when the goals are undefined. Decide, Automate, and Deliver are the work. Transfer closes the loop.

Strategy

Business goals, ROI definition, and KPIs, so each project ties back to the business. We define the goals, rank the candidate work, and then start one project.

  • Goals and KPI set
  • Ranked candidate list
  • Business case
  • Change governance

Decide

Agentic research with verified conclusions and a named expert owner. Agents do the discovery, the drafting, and the execution. A named expert owns the verification and the conclusion.

  • Bespoke rates or commodities factor model
  • Deal sourcing and screening
  • Decision record with sources and kills
Verified agentic research Verified

Answers you can defend.

For decisions where being wrong is expensive. Agents do the discovery, the drafting, and the execution. A named expert owns the verification and the conclusion.

Built for investment, commodity, and technical teams.

See the decision records →

Automate

AI inside existing workflows, with human review at the exception. The work runs in the process, not beside it.

  • KYC screening
  • ISDA confirmation matching
  • Deal sourcing
  • Candidate and PM sourcing and ranking

Deliver

Agile prototype to production under financial services governance, on containerized infrastructure, with data, application development, DevOps, and testing as needed.

  • Production integration
  • Identity, logging, monitoring
  • Data and DevOps
  • Testing and runbooks

Transfer

Operating model, roles, runbooks, and training. Handover tied back to the goals set at the start, so the capability stays with your team.

  • Operating model
  • Roles and training
  • Runbooks
  • Two-week check-ins

Outcomes

What changes when it works.

Growth

A decision reaches a conclusion faster, or a sourcing funnel widens.

Efficiency

A workflow runs with less manual handling and fewer breaks.

Risk and control

The control environment improves, with the evidence to show it.

Outcomes are measured against a baseline agreed at Frame. We do not report a number the project did not measure.

Next step

Bring one decision or workflow.

A short sprint, a working prototype, and a method your team can run next. If the goals are not defined yet, start with strategy.

Bring one decision or workflow Start with strategy

Or email hello@advancedapplied.ai.