Where every engagement starts
A clear picture of what's automatable, before you commit to anything.
We map your workflows, price out the manual work, and hand you a roadmap you keep either way.
What it is
A structured assessment, not a sales pitch.
The AI Consultation & Assessment is a structured review of your company's workflows that ends in a prioritized automation roadmap. It tells you which manual work is worth automating, what that work currently costs you, and in what order to fix it. The roadmap is yours to keep, whether you build with us or with anyone else.
How it works
Three phases, scaled to your operation.
- Phase 01
Initial call
A short call to understand your business, your team, and where the pain actually is.
- Phase 02
Discovery
Scaled to your complexity: a single working session for smaller operations, up to a multi-week on-site discovery for larger organizations with many workflows.
- Phase 03
Strategic presentation
Three tiered implementation options, from the smallest sensible build to the most comprehensive, so you choose your own depth of commitment.
Who this is for
Any financial company with manual work it suspects is automatable.
- Financial companies of any size or regulatory status, from a lean brokerage to a regulated institution.
- Teams that suspect they have automatable manual work but lack a prioritized view of where to start.
- Leaders who want the numbers (what the manual work costs, and the realistic payback) before committing budget.
- Organizations that want a roadmap they own, independent of who builds it.
For FINMA-regulated Swiss institutions, every recommendation is additionally assessed for compliance, security, and Swiss data residency.
The deliverables
Want the full detail of what you receive?
The assessment produces workflow maps, automation opportunity scoring, ROI projections, a prioritized roadmap, a risk assessment, and a tech-stack recommendation.
FAQ
The assessment, answered
- What is an AI Consultation & Assessment?
- A structured review of your company's workflows that produces a prioritized automation roadmap: which manual work is worth automating, what it costs you today, and in what order to fix it. It is the entry point for every Amula AI engagement.
- Do we have to commit to a build afterwards?
- No. The assessment stands on its own. You leave with a roadmap you own and can act on with us or with anyone else. Most clients continue into a build because the priorities are then obvious, but there is no obligation.
- How long does the assessment take?
- It scales with your operation: a single working session for smaller firms, up to a multi-week on-site discovery for larger organizations with many workflows. The initial call takes about 30 minutes.
- What do we receive at the end?
- A strategic presentation with three tiered implementation options, from the smallest sensible build to the most comprehensive, plus the underlying workflow maps, scoring, and prioritized roadmap. You keep all of it.
- Is it suitable for a FINMA-regulated institution?
- Yes. For regulated Swiss clients, every recommendation is assessed for compliance, security, and Swiss data residency, and the risk assessment flags those concerns explicitly.