Thought Leadership

Strategic Insights on AI for Financial Services

In-depth analysis on AI adoption, zero-retention architecture, governance frameworks, and human-AI workflow design for private equity, venture capital, and management consulting.

Latest Articles

AI Governance

AI Governance for Portfolio Companies: Beyond the Compliance Checkbox

Compliance-driven AI governance creates a false sense of security. Learn how to build a practical governance framework—use case registries, tiered approval processes, incident protocols—that protects portfolio companies while accelerating AI-driven value creation.

February 13, 2026 Dr. Leigh Coney 7 min read

Read Article

Due Diligence

The "AI-Diligence" Gap: Why Standard Due Diligence Is No Longer Enough

Standard due diligence misses a critical dimension: a target company's "AI debt" vs. its "AI potential." Learn how to evaluate messy data, outdated workflows, and automation readiness to uncover hidden value—or hidden liabilities—in your next acquisition.

February 6, 2026 Dr. Leigh Coney 6 min read

Read Article

AI Strategy

From Headcount to Throughput: Reframing the AI Conversation

How to shift AI adoption discussions from threatening job replacement to accelerating investment committee velocity and decision throughput.

January 30, 2026 Dr. Leigh Coney 5 min read

Read Article

Knowledge Management

Unlocking Trapped Intelligence: Activating the "Collective Brain" in Global Consulting

How Semantic Knowledge Retrieval (RAG) transforms thousands of past consulting deliverables into a searchable, synthesized competitive advantage for global firms.

January 23, 2026 Dr. Leigh Coney 5 min read

Read Article

AI Strategy

EBITDA and AI: Moving from Efficiency Gains to Enterprise Value

Learn how PE-backed companies can link AI implementation directly to EBITDA normalization, margin expansion, and enterprise value creation beyond simple cost savings.

January 16, 2026 Dr. Leigh Coney 3 min read

Read Article

AI Strategy

Why Generic AI is a Liability in High-Stakes Settings

Generic AI tools lack the data security, contextual awareness, and compliance rigor required for high-stakes business environments. Discover why bespoke AI with zero-retention architecture is essential for PE, VC, and consulting firms.

November 20, 2025 Dr. Leigh Coney 3 min read

Read Article

AI Engineering

Engineering Autonomous Agents for Due Diligence

Multi-agent orchestration, state management, and verification patterns for building production-grade autonomous agents in financial due diligence. Technical architecture and real-world constraints.

August 12, 2025 Dr. Leigh Coney 3 min read

Read Article

Change Management

The Human Variable: Why AI Projects Fail Without a Behavioral Strategy

Why 70% of AI projects fail: status threat, workflow disruption, and organizational dynamics. Behavioral design strategies for AI adoption including invisible integration and trust-building.

June 15, 2025 Dr. Leigh Coney 3 min read

Read Article

Upcoming Topics

AI Strategy

The Complete Guide to Zero-Retention AI Architecture for PE Firms

Deep dive into data sovereignty, zero-retention APIs, and private cloud deployment for confidential deal flow.

Technical Deep Dive

AI ROI Measurement Framework: Linking AI Spend to EBITDA Improvements

Financial modeling approach for projecting AI impact on headcount efficiency, deal closure velocity, and margin expansion.

Industry Insights

Human-in-the-Loop AI: Designing Approval Workflows for Investment Committees

Best practices for risk-based approval tiers, confidence thresholds, and escalation rules in high-stakes decision environments.

Ready to Implement These Strategies?

Schedule a consultation to discuss how WorkWise Solutions can help your firm achieve successful AI adoption.

Schedule Consultation