Industries / Financial Services
AI Consulting for Financial Services Firms
Market Me AI helps advisory firms, RIAs and wealth managers build compliance into the system rather than bolting review on afterward. Onboarding gets faster, advisor assignment gets smarter, and every automated step leaves an audit trail your compliance team can actually defend.
What we typically find
The same four problems, nearly every time.
Compliance is being treated as a review step instead of a property of the system. Built correctly, the controls live inside the workflow, approvals stay human where they must be, and onboarding stops taking weeks.
RANKED BY REVENUE IMPACT
- 93Compliance review happening after the fact
- 88Client onboarding gated by manual document review
- 85Advisor assignment based on availability, not fit
- 76Portfolio questions answered ad hoc, one at a time
SCORES REFLECT TYPICAL IMPACT IN THIS INDUSTRY. YOUR AUDIT PRODUCES YOUR OWN NUMBERS.
What we build
Built around your operation, not a template.
01
Onboarding with automated document review and audit trail
02
Advisor matching weighted by fit and capacity
03
Compliance controls enforced inside the workflow, not after
Straight answers
Financial Services questions we get asked
- Is my financial services business too small for AI?
- Almost certainly not. Smaller operations often see faster returns because a single bottleneck represents a larger share of total capacity, and there is less internal process to unwind. What matters is whether you have repetitive work and information trapped in people's heads, which nearly every business does.
- What parts of my business should I automate first?
- Whichever ones cost you the most money per week and require the least judgment. That is what the audit determines, and the answer is often not what leadership expects, because the expensive work is usually invisible: re-entry, chasing, waiting and looking things up.
- Can you build something custom or do you just set up tools?
- We build. Custom agents, software, APIs, integrations and internal tools, alongside configuring off-the-shelf products where buying genuinely beats building. The decision is made per problem, not by preference.
- How much does an AI consultant cost?
- For mid-sized companies, an opportunity audit typically runs a few thousand dollars, a first scoped build lands in the five figures, and ongoing infrastructure work is priced per phase. We give you a number before work starts, and the first call is free so you can decide whether it is worth having that conversation at all.
- What happens after the audit?
- You get a build plan: what to build, in what order, what it should cost and what it should return. You own it. If you want us to build it we will, and if you want to hand it to your own team or another firm, the plan works either way.
- Can I start small and expand later?
- That is the way we prefer to work. One narrow, high-leverage system first, measured honestly, then expansion once it is proven. It de-risks the spend for you and it makes the second project easier to scope because we have both learned how your company really runs.
The first call is free
Start with a conversation.
30 minutes, no cost, no deck. If we are not the right fit we will say so on the call and point you somewhere better.
FREE STRATEGY CALL / 30 MINUTES
What happens on the call
- 01We ask about your goals, your operation and where work actually breaks down.
- 02We tell you where AI genuinely belongs in your business, and where it does not.
- 03You leave with a clear opinion on what to build first, whether or not you hire us.
THE FREE CALL IS A CONVERSATION, NOT THE AUDIT. THE FULL INTELLIGENCE AUDIT IS A PAID ENGAGEMENT THAT GOES INSIDE YOUR SYSTEMS, DATA AND WORKFLOWS AND ENDS IN A BUILD PLAN.
BY BOOKING OR CONTACTING US YOU AGREE TO OUR TERMS AND ACKNOWLEDGE OUR PRIVACY POLICY.