A 90-minute working session for US fintech firms. $2K or $5K. If you build with us afterward, the fee credits 100% toward the build.
Walk away with a one-page spec telling you what’s worth automating — and an honest take on whether it is.
100% of the fee credits toward a build engagement.
95% of AI pilots don’t show ROI.
MIT published a study in 2025 finding that 95% of corporate AI pilots deliver no measurable ROI. Not because the AI doesn’t work — it works fine in the demo. The failure happens when you try to fit it into an actual workflow, on a Tuesday, with real data your compliance team needs to sign off on.
The vendor who sold you the tool designed it for everywhere. Your business needs something designed for here. That’s the translation. Most consultants skip it.
Three parts. One outcome.
30 minutes — methodology
How to tell which processes are automatable and which won't survive an audit. Delivered over Google Meet.
60 minutes — your business
We go into the one process that takes way longer than it should. I ask, you talk, I take notes.
48 hours later — 1-page Spec
A plain-English Automation Spec naming the process, build estimate, and an honest take on whether it's worth building.
Most AI vendors sell chainsaws. We build scalpels.
The methodology came out of work delivered into regulated audit and Fortune 500 environments. We adapted those patterns for SMB fintech because the large consultancies won’t go down-market. You don’t need a $200K enterprise engagement to get a clear answer on whether this specific process is worth automating.
- Can AI be trusted with regulated work?
- Nothing in your stack is 100% reliable. The right question isn't "is it deterministic" but "what failure rate is tolerable for this process, and what catches the tail?" The workshop teaches you how to ask that correctly.
- What if I don't know which process to automate?
- That's why the 60 minutes exist. I ask, you name the one that comes to mind first. That's almost always the real one. No prep required.
- What if I don't end up building?
- Then you paid $2K or $5K for a clear diagnosis. If the process isn't worth automating yet, the Spec says so. No pressure, no upsell.
- Won't AI just do this for me in 6 months?
- Some of it, yes. The stuff every AI vendor will solve in their next release is the stuff that was the same for every customer anyway, and that's not where we build. We build at the layer that bakes in your data, your judgement, and the parts of your process nobody else has.
- What kind of project should I not bring you?
- If the ask is 'wrap an AI model in a chat box and ship it as a product', I'll politely decline. The work needs to either make a real process you already run five to ten times more capable, or let you do something that wasn't possible before AI. Anything in the middle goes stale the next time someone ships a new model.
Free Strategy Call — 20 minutes on Google Meet.
You tell me about the business and what’s giving you grief. I ask, I listen, and by the end of the call I’ll tell you honestly whether the Workshop’s the right next step — or if it isn’t, and what I’d do instead. No deck, no pitch, no follow-up sequence.
Book a Free Strategy CallNinety minutes. One page. An honest answer either way.
Questions first? Email stephen@aiqentra.co or book a free strategy call.