About Altitude Consulting
AI Strategy Consulting for
Financial Services Leaders
With over 25 years of experience scaling regulated financial businesses and implementing technology, automation & AI solutions since 2013, we bring an operator's perspective to every engagement. We understand the challenges you face because we've lived them.
Our Reach
Why Choose Altitude Consulting?
We combine deep financial services expertise with cutting-edge AI knowledge to deliver board-ready strategies that actually work.
Strategic-Technical-Operational Hybrid
Over 25 years of experience in financial services and regulatory environments, combined with applied AI expertise since 2013 across compliance, automation, and training use cases.
Former COO & Responsible Manager
Deep experience building and scaling firms from startup to 100+ staff, with strong delivery across all operational layers: front, middle, and back office.
Regulatory Fluency
Expertise across multiple markets: ASIC, SEC, MAS, CySEC, ISO 31000 frameworks. We understand the compliance landscape that financial firms operate within.
Proprietary Voice-AI Discovery
Unique delivery method using voice-AI tools for asynchronous interviews with 500–1000 staff in under a week, combined with senior executive interviews for comprehensive strategy development.
Trusted by Global Institutions
Proven track record with eToro, Devere, MST, Gleneagle, FundSeeder, Davidson, Morgan Stanley, BAML, Saxo Bank, Deutsche Bank, UBS, JP Morgan, Credit Suisse, ABN Amro.
Board-Ready Deliverables
Custom AI CoE blueprints including job roles, vendor recommendations, implementation roadmap, governance framework, and legal observability layer.
Operator's Mindset
We don't just provide slides—we offer grounded, implementable strategies aligned with budgets and capacity. We understand what internal champions face because we've been there.
Cross-Functional Alignment
Skilled in aligning IT, compliance, operations, and business units around a unified AI strategy that satisfies both innovation goals and risk management requirements.
90-Day Delivery
From initial assessment to board presentation, we deliver your complete AI strategy in just 90 days—faster than traditional consulting approaches.
Our Philosophy
AI isn't just an IT project—it's a business transformation. Without a plan, it causes more confusion than clarity.
- 1
Strategic Coherence
Our role is to create strategic coherence across legal, compliance, operations, and technology—so the right AI initiatives get built, adopted, and scaled.
- 2
Risk-Aware Innovation
We help firms innovate without compromising governance or wasting resources. Every recommendation considers regulatory requirements and operational realities.
- 3
Measurable Outcomes
We deliver actionable strategies with clear KPIs, implementation roadmaps, and success metrics that align with your business objectives and board expectations.
Our Approach
We combine executive interviews, proprietary voice-AI discovery tools, and deep financial services expertise to deliver strategies that work.
Executive Discovery
In-depth interviews with C-suite and department heads to understand strategic priorities, pain points, and organizational dynamics.
Voice-AI Staff Analysis
Proprietary voice-AI tools conduct rapid organizational analysis, identifying opportunities and resistance points across 500+ staff in under a week.
Strategic Blueprint
Comprehensive AI Center of Excellence strategy including governance frameworks, vendor recommendations, hiring plans, and implementation roadmap.
Where We Operate
Global Presence
Serving Australia, New Zealand, Singapore, Hong Kong, and surrounding regions
Serving the United States and Canada with comprehensive market coverage
Serving the UK, Cyprus, Germany, and surrounding regions
Ready to Transform Your AI Strategy?
Get Started
Book a confidential 30-minute executive briefing to discuss your AI strategy roadmap, governance requirements, and how we can accelerate your AI Center of Excellence implementation.