For CEOs and COOs of growing UK wealth management firms
You've bought the client book. Now you've inherited the onboarding, reviews, reconciliations and service requests. If every new client needs more people behind the scenes, growth gets expensive fast.
I help growing wealth managers use AI agents to absorb that work. Not another chatbot for your advisers. Agents that chase documents, investigate exceptions, update permitted systems and get cases to the right person for approval.
Start with the work that's stopping you scaling. Build one agent into your own systems. Measure the hours and cost it removes. Then repeat.
For growing UK wealth managers. One defined process. Your existing systems. Founder-led delivery.
Why this matters now
The deal model promised scale. But the work still moves through different CRMs, platforms, inboxes and spreadsheets. Buying AI licences won't connect them. And another pilot won't clear the backlog.
An agent that can use those systems and carry a job through to completion changes the economics. But it must know whose records it can touch, what it can change and when a person must approve. That's the engineering I do.
Three places the integration cost shows up
I'd start with the work your COO is already counting: onboarding delays, operations queues and client-service overhead. Not a list of AI use cases someone copied from a conference.
An agent can gather missing information, check documents against your requirements, update permitted records and send complete cases to the people who approve them. Your team deals with exceptions, not endless chasing.
An agent can compare approved records, investigate breaks and prepare corrections. It can make narrowly permitted changes where your controls allow it and send everything else to your specialists.
An agent can find approved client information across your systems, chase the missing pieces and prepare a response. Your relationship manager reviews it instead of coordinating five internal hand-offs.
The first process comes from your own numbers, not these examples. No invented savings or promises before we've seen the work.
The engineering that makes this possible
What can it read? What can it change? When does it need a person? What happens when a system is down or the answer is wrong?
That's my work. I build the connections to your existing systems, tie access to your identity controls and test the awkward cases before the agent goes live. Your team can see what it did, stop it and take over when needed.
Example: an agent investigating a portfolio break
An illustration of how authority could be set. The actual limits come from your firm, not a generic template.
The offer
Bring me the process your COO can't scale after an acquisition or a surge in new clients. I'll sit with the people doing it, trace the work across your systems and identify where an agent could actually take responsibility.
You'll get a costed answer: the work an agent can remove, the controls it needs, what it will cost to build and how we'll prove the result. If the numbers don't work, I'll tell you before you spend money on a build.
Find out what we could take off your team ↗First, a direct conversation with me. If there's a real opportunity, I'll scope and quote the review before we start.
Production Agent Review
A fixed-scope assessment of one costly process. No open-ended transformation programme.
You own the plan. Build it with your team or commission me. No platform lock-in.
Why work with me
I'm Peter Idah. I've spent more than twenty years building production platforms and cloud infrastructure, including in regulated financial services. My recent work is hands-on AI engineering in investment management, where a good idea still has to survive the firm's real security, identity and operational requirements.
I've spent years looking across applications, finding the repeated problems and building the platform capabilities that solve them once. That's how I approach agents too. The first job should work properly. The next one should be easier because of what we've built.
AWS gives you the tools. A large consultancy can run a large programme. I work with your team to get a specific agent into production, using what you've already got.
I'll discuss relevant engineering experience directly. Client names and confidential systems are shared only with permission.
Who this is for
I work with the CEO who owns the growth target, the COO carrying the integration burden and the CTO who needs an experienced engineer to deliver it. If you want AI training or another strategy deck, I'm not the person to call.
Let's find the first job
Tell me what you're acquiring, where the work is piling up and which systems your people are fighting. I'll tell you whether there's a sensible first agent to build.