Senior Technical Advisory for Financial Services
Senior financial services teams hire me when they need a trusted technical co-pilot — not another vendor.
Book a 20-minute discovery call →The problem I solve
Most FS firms in Iberia under 50 people know AI exists. What they haven't found is someone who can tell them which workflow to fix first — and then actually fix it — without an enterprise contract, a platform migration, or a junior who leaves eighteen months later.
The manual work that eats senior time in these firms is specific: custodian reconciliation across three PDFs that don't agree, client reporting cycles that run on email threads, portfolio data handoffs that require a person in the middle. None of this is hard to automate. All of it is invisible to tech vendors who sell platforms, not solutions.
What I do
I work with FS firms to identify the operational workflows that quietly consume the most senior time, and replace them with the smallest correct system the firm actually owns.
This is not an IT project. It is a retainer-based advisory relationship — structured like a tax advisor, not a vendor contract. I stay close, I know your operations, and everything I build belongs to you.
Who I work with
- Wealth managers, family offices, and trust companies in Iberia
- Typically 5–50 people, where senior partners still do operational work they shouldn't
- Firms that tried to solve this internally and hit the wall
- Firms quoted enterprise prices for tools that solve a smaller problem
What outcomes look like
How it works
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1Discovery call — 20 minutes Map where senior time actually goes. Identify the one or two workflows worth fixing first. Agree on what "done" looks like before any work starts.
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2Retainer engagement Monthly retainer with success fees tied to specific, measurable outcomes — time saved, cycle compression, error reduction. No hourly billing, no open-ended scope.
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3Build and transfer I build the system. We run it together. You own the result, the documentation, and the ability to maintain it without me.
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4Ongoing advisory As your operations evolve, I stay close. Not as a vendor. As an advisor who knows your business.
Confidentiality & working environment
All engagements begin with a mutual NDA. Work is conducted within CNMV-regulated and GDPR-compliant environments. Client data stays on EU-region infrastructure or your existing secure systems — nothing moves to third-party services without written agreement. References available on request, following a 20-minute discovery call.
Background
Three years building production AI and operations systems independently, working across financial services, compliance-sensitive environments, and cross-border data workflows. Prior experience at EY and Yandex in data and operations. INSEAD network.
The combination that matters: technical depth to build the actual system, and the business judgment to know which system not to build. Most tech advisors have one. I have both, and enough familiarity with how FS operations actually run to know the difference between a platform demo and a real solution.