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Investment Management · Workshop
A $174B wealth management firm aligned its leadership on AI in two days
A two-day Baltimore offsite for 14 office heads and operating officers, built around a Repetitive-Annoying-Time-suck pre-work framework and personalized live demos.
The problem
A $174B AUM private investment management firm wanted firm-wide AI literacy plus a roadmap. Office heads were outward and BD-focused; operating officers ran day-to-day execution. Three client-service areas needed coverage: Strategic Advisors (tax/estate), Client Service, and Portfolio Management.
What we built
- Two-day Baltimore offsite for 14 office heads + operating officers
- Day 1 morning: office heads working session
- Day 1 afternoon: ops officers working session
- Day 2: combined working session and roadmap
- RATS framework pre-work (Repetitive / Annoying / Time-sucks)
- Personalized live demos using firm data
- Post-session department-head interviews
Stack
Outcome
Active planning. Wedge into a multi-workstream relationship beyond an earlier non-AI build for the same firm.