Financial services
Onboarding, reconciliation, wire releases, and advisor operations, built for compliance review from day one: every action logged, each tool limited to its own data.
Ship AI Studio: More revenue. Less operational drag.
AI workflows and agents for financial services, private equity, and digital asset teams of 10 to 500 people.
Free. Six questions. Your email comes last.
| Rank | Workflow | Worth a year | Call |
|---|---|---|---|
| 01 | Covenant package assembly | Build first | |
| 02 | Duplicate vendor records | Build | |
| 03 | Board-pack drafting | Later | |
| 04 | Wire-release triage | Clear no |
Founder's career: Bank of America · American Express · Wells Fargo · Vanguard · Discover · ZBD
$0 → $12MZBD annual revenue, as part of the founding team
MiCARHelped ZBD win the EU's first approval
10+ yearsIn financial services, big-company and startup
Amex GDRRan American Express's Global Data Repository
Built for the people who answer for the numbers
One firm, three industries. Each gets a priced plan, a working system, and a log of everything it did.
Private equity
Put AI to work across portfolio companies without adding headcount: an assessment for each company, ranked by what each workflow is worth, and one team that builds and runs it.
Digital assets
Deposits explained from on-chain activity, partner research with the sources attached, and payment review notes prepared before the decision.
What we build
Four kinds of system, all running on the tools your team already uses.
Packet in→Fields pulled→Filed
One line, fixed stepsAI workflows
Fixed steps that run themselves. Exceptions come to you.
Reply drafted · 09:41
Send the transfer update?ApproveEdit
A branch, paths not takenAI agents
They pick the next step within your rules.
Playbook→SalesOpsFinance
One hub, every teamAI organization
One playbook. Agents on every team.
What did we quote Alvarez?
Call notes · Oct 3Source attached
One node picked outSecond brain
Every call and decision, in one place.
Every action logged. A person approves what matters.
Workflows run inside the limits you set. Anything over them waits for a named person, and every step is written to an audit trail your compliance team can read.
- ApprovalsAt the limits you set
- Audit trailEvery action, with a time and a name
- Least accessEach tool sees only its own data
Helped ZBD win the EU's first MiCAR approval.
Operating log · portfolio company 03
A PE-backed specialty lender, Tuesday
- 01KPI pack refreshed14 metrics · 2 flagged against planDone
- 02Lender covenant package assembledQ3 · leverage 3.9× against a 4.25× limitDone
- 03Duplicate vendor records merged2 records → 1 · audit note filedDone
- 04Board pack, section 3 draftedFrom Tuesday's call notesReady for review
- 05Wire release, $48,200Over the $25,000 limit you setHeld for you
3 done · 2 waiting for a person
Clean data before any AI
We fix the records first, so the answers are right. Duplicates merged, fields standardized, account numbers masked.
Before · record 1
- Name
- ALVAREZ, J
- Account
- 4821-0
- jalvarez@…
Before · record 2
- Name
- Jorge Alvarez
- Account
- ••4821
- j.alvarez@…
After · merged · example
- Name
- Jorge Alvarez
- Account
- ••4821
- j.alvarez@…
Led data at ZBD and ran American Express's Global Data Repository.
Start small. Prove it. Then grow.
Every step has a published price, set before work starts. The first call is free.
- 01 · Find it
AI Assessment
$1,500One weekOne week on one workflow or agent: what to build, and what it is worth.
- Workflow or agent: which one fits
- What it's worth, in dollars
- A ranked plan, and a fixed scope or a clear no
- Most teams start here02 · Build it
AI Build Sprint
$5,000Two weeks · flatOne workflow or agent live in two weeks, with approvals and monitoring. One flat price.
- A workflow or agent live, on your tools
- Approvals and monitoring built in
- 30 days of fixes after go-live
- 03 · Run it
AI Operations
$999Per monthWe run your workflows and agents: monitoring, fixes, upgrades, and a monthly report.
- Up to 3 workflows or agents, 8 hours a month
- Monitoring and a monthly report
- A 30-minute monthly review
- 04 · Scale it
Custom
QuotedAfter a callSeveral workflows and agents, an AI organization, or data, design, and brand together.
- Priced before work starts.
- One team across the program
Credited in full toward a Build Sprint that starts within 30 days.
Six services, one team
Each one is priced before work starts, and each can be bought on its own.
- 01
Strategy
A roadmap for leadership, tied to revenue.
- 02
Brand
Identity, messaging, and positioning a regulated buyer trusts.
- 03
Design
UI/UX and product design for the tools we build.
- 04
Data
Clean up, transform, and load your data before the build.
- 05
Engineering
The next workflows and agents, built and run by one team.
- 06
Education
Hands-on AI workshops for your team.
Startup speed. Big-company rigor.
10+ years, from Bank of America and American Express to ZBD's founding team.
Meet the founder- ZBDFounding PM → VP Data. Helped scale from $0 to $12M ARR and secure the EU's first MiCAR approval.
- American ExpressProduct Manager, Global Data Repository. Ran the repository that holds all Corporate Card data.
- Bank of America$800K a month in financial product sales.
- Vanguard · Wells Fargo · DiscoverEarlier career in financial services.
Questions buyers ask first
01What does it cost?
A $1,500 Assessment (one week, credited toward a build), a $5,000 Build Sprint (one workflow or agent live in two weeks), and AI Operations at $999 a month. Bigger programs are quoted after a call.
02How fast will we see something working?
The Assessment takes one week and ends with a fixed scope. The Build Sprint puts the first workflow or agent live two weeks after it starts.
03We don't know where to start. Is that a problem?
No, most teams start there. On a free call we point to where AI saves time or wins revenue, and the Assessment ranks the options.
04What happens if the AI makes a mistake?
Anything costly or client-facing waits for a person to approve it. We monitor the system after go-live, and the Build Sprint includes 30 days of fixes.
05What if AI isn't a good fit for us?
Then the Assessment says so. You get a clear no with the reasons, and you keep the plan.
Wherever you're starting, start with a call.
A free call. You leave with a clear next step and what it costs.
- Free, no prep needed
- Planning, building, or running
- A clear next step, and what it costs
Ground track · wherever our clients operate