Advice
A sounding board for whoever owns data and AI in your business. Bring a decision you're weighing, a strategy you're drafting, or a problem you can't put a name to yet.
Wealth · Asset management · Fintech
Independent, practitioner-led advice on getting real value out of data and AI — from strategy and commercial case through to the thing actually being built and used.
Plenty of people will tell you what AI could do. Fewer will tell you what your organisation is actually ready to do — and what to leave alone.
Wealth, asset management and fintech firms are under real pressure to show progress on AI. That pressure produces a lot of pilots, a lot of vendor decks, and not much that reaches production or survives a risk review.
The bottleneck is rarely the model. It's data that isn't fit for the purpose being claimed, governance that can't evidence a decision, and delivery capability that was sized for something else entirely.
I work on those three things — and I'll tell you when the honest answer is that the case doesn't hold up.
of AI projects fail to deliver intended business value — around twice the rate of IT projects without AI
RAND Corporation, 2024of AI projects unsupported by AI-ready data are forecast to be abandoned through 2026
Gartnerof companies abandoned most of their AI initiatives in 2025, up from 17% a year earlier
S&P Global Market Intelligence, 2025RAND interviewed 65 data scientists and engineers to find out why projects fail. The leading root cause wasn't the technology — it was misunderstanding or miscommunication about what problem was being solved in the first place.
Services
Engagements are deliberately sized so you can start small. Most begin at the top of this list and only move down once there's a reason to.
A sounding board for whoever owns data and AI in your business. Bring a decision you're weighing, a strategy you're drafting, or a problem you can't put a name to yet.
You have a vendor proposal, an internal business case, or a recommendation from a consultancy, and you want an independent read before you commit budget to it. What's sound, what's optimistic, what's missing.
An assessment of where you actually stand — data estate, AI readiness, governance, delivery capability, or a programme already in flight that isn't delivering what was promised. Findings you can act on, not a maturity score.
The strategy, commercial case, target architecture and roadmap — built to survive a board, an investment committee and a risk function. Prioritised by value and feasibility, with the sequencing and ownership spelled out.
Building the first working version end to end — data foundations, the model or pipeline, and the governance around it — deployed and in real use. Then extending it in defined increments, each one scoped and priced separately, so you can stop after any of them.
Approach
Four commitments that shape every engagement.
No vendor partnerships, no reseller margin, no platform of my own to sell you. If the right answer is the tool you already own, or no tool at all, that's the answer you'll get.
I've built and run these functions, not just advised on them. You get the person who does the work — no bench, no account team, no juniors learning on your budget.
A clear recommendation in language your board and your engineers can both act on — including, when it applies, "don't do this yet, and here's what to fix first."
Defined deliverables and a price agreed before we start. No open-ended day-rate drift, and no engagement that quietly becomes a permanent fixture.
Sectors
Deep in three adjacent markets rather than shallow across twenty.
Adviser productivity, client data that spans four systems and three acquisitions, suitability and reporting under scrutiny, and AI that has to be explainable before it can be useful.
Investment and research workflow, data cost and vendor sprawl, distribution analytics, and the operational reporting burden that grows faster than the AUM behind it.
Getting from a working product to a defensible data and AI capability — one that stands up to enterprise procurement, institutional due diligence and an investor asking hard questions.
How it works
Three worked examples of the shapes this work usually takes — a second opinion, a review leading to a proposal, and an MVP build with incremental delivery. These are illustrative, not client accounts, so you can see what you'd be buying before you get in touch.
I've spent my career as Head of Data and AI — owning strategy, architecture, development and governance, and being accountable for whether the thing worked, not just whether it was recommended.
That's the perspective I bring: I've sat on your side of the table, made these calls with real budget and real regulatory exposure behind them, and lived with the consequences afterwards. I know which vendor claims survive contact with a legacy data estate and which don't.
The most useful thing I bring is knowing where the line falls between a problem technology can solve and one it can't. A lot of failed data and AI work is a technical answer aimed at something that was really about ownership, incentives, process or headcount — no platform fixes that, and buying one usually makes it harder to see. Telling those two apart early is where most of the value is, and it's the part a vendor is structurally unable to do for you.
The name is data and acuity. Acuity is the sharpness of vision — the ability to resolve detail that's genuinely there but that a blunter instrument would miss. That's the job: seeing your data and AI position clearly enough to know what's real, what's noise, and what's worth acting on.
Get in touch
No pitch. Bring the decision you're weighing or the problem you're stuck on, and you'll get a straight view on whether it's worth doing, and whether I'm the right person to help. If it isn't and I'm not, I'll say so.
Prefer email? hello@dacuity.io
Or connect on LinkedIn.