We make your AI investmentpay off

By The People is an AI implementation advisory. We turn pilots into measurable business benefit and hand the wheel to your people, not a vendor.

Take the three-minute readiness survey

This compares you to other investment companies. We will send you the final assessment.

  • 4.5 days to 20 minutes

    Median turnaround on the processes we have rebuilt.

  • 47 working years

    Of time returned to the people we work with.

  • $100M+

    In value created across every BTP deployment.

AI maturity check

Seven questions about how your firm actually uses AI. Three minutes, and the report is free.

Compare yourself to other firms in the investment industry. It is a conversation, not a form — answer in your own words.

Trusted by

  • Salesforce
  • Santander
  • Annaly
  • National Fair Housing Alliance
  • Bregal Investments
  • The Riverside Company
  • Rock Springs Capital
  • Petauri Health
  • Yellow Wood Partners
  • Anthos
  • Citrin Cooperman
  • FTV Capital
  • Cellectar Biosciences

Finding the right tool is not the problem.

Claude, ChatGPT, Copilot, Gemini — the models are good, and your firm already has them. What decides the return is everything that comes after the license: which work gets handed over, how the request is framed, and how the answer is verified. That is the part where most pilots stop short of a result, and it is the part we work on.

95%

of AI pilots return nothing.

MIT NANDA · 2025

What we’ve done

Three engagements we have completed for firms like yours.

You already sense there is more in this than you are getting. The same work with less of the week spent on it, or work nobody has time to reach today. The hard part is knowing where it starts. These three started the same way.

Reading for LME exposure

Private credit · document review

A private credit team measures LME risk by knowing which borrowers’ documents leave room for a liability: unrestricted subsidiary capacity, investment and transfer baskets, and whatever the definitions genuinely allow. The read used to take a week per contract and days to find the valid addendums. Now it runs as a structured first pass across the book, every finding cited to the clause it came from, so counsel starts from the questions and risk is properly assessed.

How we engage

Three ways the work starts inside a firm.

A session for the people who will use it on Monday, a standing programme for the firm, or an engineer inside the team. Most firms begin with the first and decide from there.

90 minutes to two hours

Prompt engineering workshop

Most disappointing output is a specification failure.

Ninety minutes to two hours, in person, run on your firm's own documents rather than a sample set: what not to delegate, how to specify a whole task, and how much verification the consequence warrants. Over 100 sessions across more than 50 financial services firms.

Ongoing, monthly

AI adoption retainer

Licence usage is not adoption.

A year into a rollout, most firms can produce a usage dashboard and cannot name one process that runs differently. The saving is real, and it arrives in fragments nobody has been assigned. We work monthly, across the firm, including the teams who tried it once and went back.

Embedded

Forward deployed engineer

The build is rarely the constraint. The undocumented process is.

An engineer inside your team. We document how the work is really performed, build the skills, agents and workflow with your own staff, then settle ownership and review with technology, legal and compliance. The test is whether your team repairs it in six months, or calls us.

One industry

We know your business before we arrive.

Every framework, workshop and playbook we use was built inside investment firms. Nobody has to explain what a quality-of-earnings report is for, why the compliance certificate matters more than the borrower’s own deck, or what happens to a deal team in the four days before IC. You get week three on the first day.

01

You can rely on our experience

Over 100 workshops delivered at more than 50 financial services firms. Every example we use came out of one of them.

02

Our referrals make the difference

Firms come to us because someone they respect in the industry told them to. That is the entire pipeline, and it holds only while the work holds.

03

It shows up in your numbers

We measure the engagement in business metrics that give you a competitive edge.

Start with a conversation.

Tell us what your teams are trying to do with AI and where it stops short. Two hours with one team is a reasonable place to begin, and a reasonable place to stop.

hello@bythepeople.tech