Understand the real requirement
Start with the workflow, users and desired result. Assess whether the issue calls for better use of existing tools, a process change or new technology.
05 / Technology, Data & AI
Make your systems work better for your firm.
Choose technology around the work your business needs to do. Allington helps wealth and advice firms assess existing systems, select suitable tools and identify practical opportunities for better data and responsible use of AI.
Discuss your prioritiesWhen we can help
Does this
sound familiar?
01
Your team rekeys information between systems and struggles to produce reliable management information.
02
You need to choose or replace advice technology, but have limited internal time to assess the options.
03
You want to understand where AI could help and what would be required to use it appropriately.
The work
From the question
to practical progress.
Compare systems and providers
Turn business needs into selection criteria. Assess options, implementation demands, integration needs and ongoing costs to support a clear decision.
Improve data and reporting
Identify the information the firm needs, where it comes from and who owns it. Prioritise improvements to data quality, reporting and oversight.
Assess AI opportunities and delivery
Evaluate specific use cases against likely benefit, data requirements, human review and implementation effort. Help define a contained pilot and oversee progress.
What you take away
Useful outputs.
Clear ownership.
Depending on the assignment, your work may include:
- A systems and workflow review with prioritised improvements.
- A vendor evaluation and recommendation against agreed criteria.
- A data and management information improvement plan.
- An AI opportunity assessment and proposed pilot scope.
Your first step
Start with a workflow or technology decision.
Bring a recurring manual task, a systems choice or an AI idea. A focused assessment can clarify what is worth pursuing and the resources it would require.
Talk about a focused reviewWhat we might look at
- Your current systems and the workflow in question.
- The users, information and providers involved.
- The outcome you want and the constraints on change.
What you leave with
A recommendation on the next step, with requirements, trade-offs and implementation considerations made clear.
The scope
Allington’s role covers business requirements, assessment, selection and delivery oversight. Specialist software development, systems integration and technical implementation are scoped with the appropriate delivery providers.
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