Work with me
The mandate,
then the stack.
then the stack.
The report's first recommendation is the one that needs no technology: write the mandate and set the tiers. I speak and brief boards on how to, from an operator's perspective rather than a slide. A small number of engagements per quarter, in English or German.
Speaking
Talks and
briefings.
briefings.
From an operator's perspective, which means I tell a leadership team what it needs to hear rather than what sounds good in a conference hall.
Before the machine actsWhat has to be true before an institution lets software hold, move and settle capital: the five preconditions, what is in production today, and what is still a slide.
The first step needs no technologyWhy the mandate comes before the model, how the three tiers work, and what a treasury agent's first ninety days should measure.
Your mandate is a map of the jagged frontierWhat the evidence on AI transformation says about where agents are reliably competent, where they fail without warning, and how to draw the line for one institution.
Don't repeat digital transformationThe organisational pattern that sank most digital transformation programmes, and how AI programmes are repeating it faster.
Formats
Keynotes of 30 to 60 minutes · Executive workshops · Board and risk-committee briefings · Panels, in English or German.
Book a talk →Zürich · Travel across Europe
Start with the report.
Everything above is built on the framework in the Agentic Finance Report. It is free to read.