Advisory

Fractional and board advisory for regulated-industry technology

Selective mandates with enterprise software companies, insurtechs and financial-services firms — where solution strategy, go-to-market and AI governance decide whether a platform is bought, adopted and trusted.

Mandates

Four ways to engage

Each mandate is anchored to work already done, and each lists the evidence it rests on.

M-01

Fractional Head of Solutions Engineering

Enterprise software companies and insurtechs selling into carriers, asset managers and banks.

Discovery methodology and deal qualification
Demonstration and proof-of-concept strategy mapped to buyer processes
RFP/RFI machinery and proposal quality
Value engineering and business-case models
Solutions-team hiring, enablement and player-coach leadership

On the record$18.7M+ influenced across 200+ opportunities in a representative 14-month window; a capital-markets practice stood up from inception.

M-02

Fractional Chief Architect — Insurance & Capital Markets

Carriers, asset managers and their partners modernizing core and customer platforms.

Target-state architecture and dual-track roadmaps
Coexistence with core systems, including mainframe policy administration
API-led integration and tiered data retrieval
Data readiness for AI programmes
ACORD- and FIBO-aligned data models

On the recordSeven systems of record composed into one policy view; an architecture roadmap adopted by a Fortune-100 life & annuities carrier.

M-03

AI Readiness & Governance Advisory

Firms moving agentic AI from pilot to production under regulatory scrutiny.

Placing the control point: permissions bound to concepts, not service accounts
Routing work to the cheapest capable model tier
Instrumenting context cost alongside token spend
Audit, revocation and liability posture for automated customer surfaces

On the recordCo-author of an AI readiness assessment for a Salesforce consulting partner; author of The Constraint Premium.

M-04

Board Advisor — Enterprise GTM & Applied AI

Scaling technology businesses entering regulated financial services.

Enterprise go-to-market and partner strategy
Product–market fit in insurance and capital markets
Technology and AI risk oversight
Services and practice-model design

On the recordConnectd CPD-accredited Fractional Executive, Board Advisory & NED Programme (in progress).

Governance matrix

The questions a board should be asking

Focus areas for advisory and non-executive work, the questions each raises, and the experience behind them.

Focus area	Board-level questions	Basis in experience
Go-to-market & revenue architecture	Is the enterprise motion repeatable? Where is the technical win lost?	Pre-sales leadership across 200+ opportunities; practice build-out and first-year origination
Technology & platform strategy	Rebuild, federate or extend? What does coexistence with core systems really cost?	Mainframe coexistence; dual-track roadmaps; core-modernization theses for banks and carriers
AI governance & operational risk	Who authorized the agent? What evidence remains? Who answers for its output?	Agentic design at the orchestration layer; AI readiness assessment; The Constraint Premium
Data & semantic standards	Is business meaning defined once, or re-derived in every system?	ACORD- and FIBO-aligned platform strategies; data-readiness programmes
Controls in regulated workflows	Are onboarding, KYC and audit trails designed in or bolted on?	KYC and investor-onboarding design; governed access models in regulated financial services

Engagement formats

How mandates are structured

Based in India; engagements are delivered remotely across U.S., U.K. and Indian time zones, with travel as required. Open to relocation — U.S., U.K. and global.

Diagnostic

Fixed scope, typically four to six weeks

A written assessment and sequenced roadmap — solutions function, platform architecture, or AI readiness.

Fractional

Recurring days per week or month

Embedded with the leadership team, owning an outcome: a pre-sales function, an architecture, a programme.

Advisory

Retained, periodic sessions

Counsel to founders, executives or boards on go-to-market, platform strategy and AI governance.

Who this is for

Engage

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