Claude Kickstarter

A Claude that actually understands your firm. Connected, customized, and compliant, with a trained team behind it and a playbook for what comes next.

In four weeks, your firm will have:

• Compliance and user permissions in place

  • Your AI policy hardened, so your firm is ready to put AI into core operations.
  • SSO, user provisioning, and permissions sized to each role across your firm.
  • Budget controls set from day one.

• Claude connected to your key systems

  • Live connections to your key data systems.
  • Access scoped to each user’s permissions.
  • Governance rules applied to every connection.

• Skills purpose-built for your firm

  • Claude for Financial Advisors, tuned to your firm.
  • New skills for your team’s tedious work.
  • Your brand and work standards built in.

• AI program and training in place

  • Champions trained in every department.
  • Listening tours to find where AI pays off.
  • An intake process for what’s worth solving.

• Roadmap and methodology for impact

  • A method for continued progress with AI.
  • A cadence to find and act on what’s next.
  • Impruve support beyond the engagement.