Services

Three engagements, described precisely.

Each engagement below says what happens, how long it runs, and what has to be true for it to be worth doing. We shape each one around your firm.

As your people mature, the work moves closer to them. A session becomes a standing relationship. A standing relationship becomes an engineer at the desk. Each step is quicker to act on and more hands-on than the one before it.

What we do.

Prompt Engineering Workshop

90 minutes to two hours

In person at your offices, or online

Ninety minutes to two hours, in person, built around what the people in the room actually do. Deal teams work on live transaction documents. Credit teams work on agreements and compliance reporting. Operations, fund administration, IR and finance each work on their own material.

There is no generic curriculum. An analyst needs to teach an AI chatbot not just to summarize a CIM, but to analyze it according to your unique business process. Participants bring documents from their own desks and leave having done real work correctly, once, with someone watching.

Over 100 sessions delivered at more than 50 financial services firms. An advanced format is available for first-pass analysis on transaction and credit documents.

AI Adoption Retainer

Ongoing

Month to month

Not a project with a deliverable. A standing relationship aimed at one number: how many people in your firm use these tools well. It is a different figure from license utilization, and usually a much lower one.

Month to month, that means prompting practice across the whole employee base rather than the early adopters who need it least, workflow design for the processes where AI earns its place, direct work with the teams who tried it once and went back, and a plain monthly account of what changed.

Forward Deployed Engineer

Embedded

Scoped to the engagement

The engagement begins with discovery. We interview the people who perform the work and document the process as it actually operates.

We then design the process with AI at its center, asking which steps remain necessary when a model does the reading, drafting, and reconciling, and which decisions stay with the human in the loop. Your team builds from that design. We guide the development of the Claude skills, agents, and workflow, and define where a person reviews, approves, or signs. Because your people built it, the process is theirs to run and change from the first day.

Scoped before anything begins and quoted against that scope rather than against hours. We do not price a build before we have watched the work it is meant to change.

Why firms hire us

Four reasons, each one a commitment you can hold us to.

We work only in financial services.

We have delivered more than 100 workshops at over 70 firms. Your documents, processes, and review requirements are familiar to us before the first meeting.

Your team builds and owns the result.

We guide the work and design the process together. Your people build it, so nothing depends on us after the engagement ends and no vendor holds your process.

Every engagement starts with a named goal.

We work on specific workflows with real volume, so the business result can be measured against how the work ran before.

Our objective is real capacity.

The time your people recover goes into work the firm could not reach before, and the engagement is judged on that.

Start with a workshop.

It is the smallest engagement we sell and it tells you the most about whether the rest is worth buying. Send us what your teams are already attempting and where it keeps stalling. If we are the wrong firm for it, we will say so in the reply.

hello@bythepeople.tech