Hold the PenAI for teams in mid-market financial services
Credit · Claims · KYC · Operations · Wealth
We help with the draft. You hold the pen.
Hold the Pen gets AI working on the jobs your team actually does (credit memos, claims files, KYC reviews, client reviews, approvals) and gets it past the people who have to sign it off.
From the library
Credit memo first draft from a borrower pack
We gave Claude a fictional £1.2m loan request with 15 hidden problems. It found all 15. Then it wrote the RM's unchecked claims into the memo as fact. The library entry has the two tested prompts, the pack, the answer key and the fit box.
How we work with you
AI strategy: from board to use case
Advisory engagement, scoped with your leadership team
Boards and executive teams in mid-market FS deciding where AI should go first.
On request
AI for your team's real work
Half-day workshop, on site or remote, up to 15 people
Credit, claims, KYC, operations and wealth teams in mid-market banks, insurers, wealth managers, payments firms and lenders.
£3,500 + VAT
Get your first AI use case signed off
Half-day working session, team lead plus risk, data protection and the policy owner
Team leads in banking, insurance, wealth, payments or lending with a use case stuck in approvals.
£3,500 + VAT
Fractional AI Officer
Monthly retainer, mid-sized FS firms
Mid-sized banks, insurers, wealth managers and payments firms without a full-time AI lead.
From £4,000 a month
Speaking and sponsorship
Keynotes, panels, internal leadership sessions
Conferences, industry bodies and FS leadership teams.
On request
What makes it different
- Your real work, not a demo. We start from one job your team does every week.
- Tested before you see it. Every prompt is run and scored on a fictional FS group first, so you see what breaks, not just what works.
- Built to be signed off. Every recipe comes with its regulatory fit box (SM&CR, SS1/23, UK GDPR, operational resilience, the EU AI Act) and a named human checkpoint.