Teach the team
Practical AI sessions grounded in your team’s tasks. Learn how to brief a model, give it useful context and check what comes back.
Applied AI / people + systems
Financial & professional servicesVAI helps financial and professional-services teams use AI effectively, then builds the agents, automations and business software around their actual work.
Discuss your AI week Explore the workSelected client relationships







01 / The ongoing relationship
Teaching people to use AI and helping them build the tools around their work can happen together. Our financial-services work spans practical training, applications, integration and continued improvement.
Read the anonymous case study ↗Context, prompts, review and worked examples.
Documents, portfolio tools, planning and reporting.
Workflow checks, clearer ownership and refinement.
Documented deliverables and scoped checks. Business-wide savings and adoption are not quantified in this account.
02 / How we help
Practical AI sessions grounded in your team’s tasks. Learn how to brief a model, give it useful context and check what comes back.
Agents where interpretation adds value. Automations for repeated steps. Conventional software for explicit rules and calculations.
An owner, operating instructions and a roadmap. Keep refining the work as the team learns and the business changes.
03 / Your first step
Five focused business days to identify opportunities, teach the team and deliver one agreed working pilot.
One department. Up to 12 participants. A clear scope before work starts. Fourteen days of scoped support afterwards.
Inside the AI week04 / Work in practice
Anonymous accounts of implementation work, with interactive reconstructed examples and clear evidence boundaries.
Document intelligence / controlled actions
A document-review workflow that prepares recommendations while people remain responsible for approving changes.
Business software / calculations / handover
A workbook-based allocation workflow expressed as editable web tables and derived portfolio views.
Mitch / founder05 / Your implementation partner
I’m Mitch. I lead the teaching and implementation, with specialist help when the work needs it. We start with your team’s actual tasks, build a useful first version and keep the business rules visible.
Meet VAI ↗The ongoing partnership ↗06 / Before we begin
Established financial and professional-services teams with repeated document, reporting, spreadsheet or operational work. We also work with other industries when the workflow is a good fit.
One agreed working pilot, practical training, source and configuration handover, an operating guide and a prioritised 90-day roadmap. We define acceptance criteria and the pilot environment before the engagement.
We start by checking your current systems and approved access. The standard week covers one agreed input source and output destination; larger integrations are scoped separately.
A controlled pilot is the default. Production deployment is included only when scope, access and readiness support it, and is stated in the proposal before purchase.
We quote after a discovery conversation and readiness check. Travel, licences, API usage and applicable VAT are itemised separately.
The week includes fourteen days of scoped support and a measurement review after 30 days. An ongoing AI partnership reserves delivery time for new builds, coaching and agreed improvements.
The proposal includes source, configuration and operating handover. Third-party tools and licences retain their own terms; ownership and ongoing responsibilities are agreed before work starts.
Your next workflow
Tell us what your team does repeatedly. We’ll discuss the opportunity, your tools and whether an implementation week is a useful first step.
Pricing follows discovery. We aim to reply within one business day.