Technology Partnership
An experienced technology advisor who knows your business, sets priorities with you and delivers improvements month after month.
Scope of work
- Time with the staff who do the work, so problems are seen as they arise and staff can raise them with Jeff Hunt directly.
- A running list of improvements, ranked with you and completed in order.
- Support and updates for everything already built, including testing each tool before it moves to a new AI model.
- Training as tools change and new staff join.
- A starting point that suits your organization: an AI Strategy engagement first, or a single tool.
The Approach page describes how a project runs, from the first conversation to staff training.
Typical clients
This service suits small organizations with no developer on staff. Such organizations want one person who knows their business and systems, maintains what has been built and continues to identify the next improvement that justifies its cost.
Selected case studies
Each tool in the financial planning engagement addressed a separate problem the team brought to Jeff.
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Financial Planning and Services · Custom Business Applications
An assistant that answers advisors' questions from the firm's own records
Advisors ask about any client in plain English and receive answers from the firm's own records, including a summary to prepare for each client review.
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Financial Planning and Services · Process Automation
Client money events and a monthly new-assets report, drafted for review
Custodian transaction records turned into a clear list of each client's money events, and the monthly new-assets report drafted for the operations manager to review.
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Financial Planning and Services · Process Automation
Custodian reports, downloaded and checked automatically
Downloads the custodian reports staff used to fetch and merge by hand, checks each one, and holds back the dependent tools until every report is in.
Discuss a project with Jeff Hunt
Schedule a free 30-minute phone call, or write to [email protected]. A brief description of your organization and the work you want to improve is enough to begin.