Turn Financial Data Chaos into a Competitive Edge
Data consulting for the financial services industry by a CFA Charterholder and AI-driven data scientist. I eliminate tech debt and unlock the value trapped in your legacy systems.
The High Cost of Data Friction
Your most valuable insights are trapped. Your team spends more time wrangling data than analyzing it, leading to missed opportunities and mounting operational risk.
Over-Reliance on Excel
Critical processes run on fragile, manual spreadsheets that are impossible to scale, audit, or govern effectively, introducing unacceptable key-person risk and error potential.
Crippling Tech Debt
Legacy databases and aging software slow down queries and prevent modern analysis. You're fighting your tools instead of leveraging them.
Inaccessible Data Silos
Data lives in disconnected systems. Getting a single, unified view for analysis or reporting is a constant, costly struggle.
My Approach: From Legacy to Leverage
I provide a bridge from your current state to a future where data is an asset, not a liability. My services are designed to deliver tangible ROI for financial firms.
1. Data Modernization
I architect pragmatic solutions to make legacy data accessible—building efficient data pipelines, optimizing slow databases, and creating APIs that unlock siloed information.
2. AI-Powered Insights
I move you beyond basic reporting by building predictive models for market analysis, anomaly detection for compliance, and applying ML to extract alpha from alternative datasets.
3. Intelligent Automation
I identify and automate the manual, error-prone workflows currently trapped in Excel, freeing up your expert analysts to focus on high-value work, not copy-pasting data.
Ready to Solve Your Data Challenges?
Let's schedule a complimentary 30-minute consultation to discuss your specific needs and outline a path forward.