Initial work is deliberately narrow. Typical starting points include:
▪ Product development and approval workflow redesign
Rebuilding the end-to-end process from idea → structuring → risk/compliance sign-off → committee approval → launch readiness.
▪ Investment committee pack and governance documentation redesign
Reducing repetition, tightening narrative, and restructuring content so decisions are faster, clearer, and more defensible.
▪ Front-to-back reporting and oversight workflow redesign
Redesigning how investment, risk, operations and client teams exchange information and escalate issues.
These are governance-heavy processes: high documentation load, high pattern repetition, long packs, high decision consequence, and significant senior time tied up in oversight.
The objective is not “automation”.
The objective is to rebuild the structure so control is strengthened and senior capacity is released.