Resources
Operations guides for financial firms.
ai-operations-audit.md LIVE
// AUDIT · 01
What Is an AI Operations Audit?
The 7-day diagnostic Navicade runs at the start of every engagement. Maps every manual workflow inside the business, ranks where applied AI fits first, and ends with three named deliverables: Revenue Leak Map, AI Opportunity Map, Build Plan.
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ai-in-insurance-agencies.md LIVE
// PILLAR · 02
How Insurance Agencies Use AI in 2026
The 4-category Capability Map and the workflows where applied AI actually fits inside a US insurance agency in 2026. Names the platforms, names the workflows, names the numbers, cites the regulators.
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ai-in-trading-firms.md LIVE
// PILLAR · 03
How Trading Firms Use AI in 2026
Where applied AI fits across the three operational categories that drive every regulated trading firm: front office (KYC, onboarding, IB contracting), middle office (surveillance, regulatory reporting), back office (post-trade rec, commissions).
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