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Field notes

Notes from the front line of AI adoption.

Short, honest writing on what is working, what is not, and what we are learning inside real organisations.

Future-Proofing a Legacy Finance Firm with AI

Customer Profile A well-established financial services firm with a 50-year legacy, over 350 employees, and consistently strong margins. Renowned for its trust, expertise, and people-driven workflows, the firm had long been a leader in its space. But as AI-enabled competitors emerged, pressure…

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