AI consulting for financial services firms
Diagnose core problems. Deploy the corrective AI.
Many firms are too quick to buy the new shiny AI tool. We start by finding what's slowing your firm down, then selectively apply AI tools that fix the actual issue, with you and your team reviewing the success metrics to be assured that we are adding value.
Diagnostic summary
IllustrativeClient
Regional CPA firm, 14 staff
- Diagnose (complete)
- Prescribe (complete)
- Deploy (in progress)
- Measure (upcoming)
- Symptom
- Tax-season overtime climbs every year. Partners want "an AI tool."
- Root cause
- Document collection runs through email. Staff chase missing K-1s and 1099s one client at a time.
- Corrective tool
- Intake agent that requests, tracks, and checks client documents against last year’s return.
Success metric
Staff hours spent chasing documents, per return
The problem
What a firm asks for is rarely what's broken.
Most requests describe a symptom, not the cause. We diagnose the actual bottleneck first, then bring in the AI tool built to fix that specific thing.
The request
"We need a client chatbot."
The real cause
Clients keep calling for status updates because nobody outside the engagement team can see where their file stands.
The request
"Our staff is burned out."
The real cause
Work bounces between preparer and reviewer because there’s no standard for what "ready for review" means.
The request
"We need more referrals."
The real cause
Referrals already come in. Follow-up depends on which advisor remembers, so half of them go cold.
The Corvyn method
Diagnosis comes first. Solutions come second.
Every engagement follows the same four steps, and you can stop after the diagnosis if the fix isn't worth it.
- 01
Diagnose
We interview partners and staff, walk through a real client file end to end, and map where time and money leak out.
- 02
Prescribe
You get a written finding: the core problem, what it costs you, and the smallest AI fix that would correct it.
- 03
Deploy
We build and connect the tool to the systems you already use, with human review on anything a client will see.
- 04
Measure
We agree on one metric before we build, then track it after launch. If it doesn’t move, we adjust.
Who we primarily serve
Financial services firms that have core client management needs and critical advisory processing steps.
CPA firms
- Common root cause
- Document collection and engagement letters run through email and memory.
- Typical corrective tool
- Client intake agent that requests, tracks, and checks documents.
Tax accountants
- Common root cause
- IRS and state notices pile up with no triage, so urgent ones get missed.
- Typical corrective tool
- Notice triage that sorts by deadline and drafts a response outline for review.
Wealth management
- Common root cause
- Advisors rebuild client context from four systems before every review meeting.
- Typical corrective tool
- Pre-meeting brief that pulls holdings, notes, and open items into one page.
Financial advisory & insurance
- Common root cause
- Policy reviews and renewals live in spreadsheets, so coverage gaps surface late.
- Typical corrective tool
- Renewal and review tracker that flags gaps and drafts outreach for the advisor.
Trust companies
- Common root cause
- Beneficiary requests and distribution approvals arrive by email with no audit trail.
- Typical corrective tool
- Request routing with approval steps and a searchable record of every decision.
Estate planning attorneys
- Common root cause
- High-net-worth intake takes weeks of back-and-forth on assets and family details.
- Typical corrective tool
- Guided intake that builds a draft asset and family summary for attorney review.
Corrective tools
What we build once we know the cause.
Each tool is scoped to the finding from your diagnosis.
Client intake & document collection
Requests what’s missing, reminds clients, and checks uploads against what you expected.
Meeting prep & notes
One-page briefs before meetings and structured notes after, filed to the right client record.
Workflow routing
Moves files between preparer, reviewer, and partner with clear handoff rules.
Client communication drafts
Drafts status updates and follow-ups in your firm’s voice. Staff approve before anything sends.
Search across your own files
Staff ask a question and get answers from your firm’s documents, with the source cited.
Operational reporting
Weekly view of the one metric we agreed to move, so you can see whether the fix is working.
Human review
Nothing client-facing goes out without a person approving it.
Confidential by design
Client data stays in approved systems. No training public models on your files.
Audit trail
Every AI action is logged so you can show who approved what, and when.
What clients say
Firms that started with the diagnosis.
Select testimonials from firms that have been through this diagnostic and then deploy methodology.
We came in asking for a chatbot. Corvyn showed us the calls were coming from a status problem, not a service problem. The fix was smaller than what we planned to buy.
Managing Partner
Regional CPA firm
The diagnosis alone was worth it. For the first time we had one page that explained where our advisors’ week goes.
Chief Operating Officer
Independent wealth management firm
Our intake used to take three rounds of calls with each family. Now the attorney starts with a draft summary and spends the meeting on planning.
Founding Attorney
Estate planning practice
FAQ
Clients have asked us.
Book a diagnostic discussion
Tell us what's slowing your firm down.
We'll find out whether it's the real problem, and whether AI is the right fix.
- A 30-minute call with a Corvyn consultant.
- We ask about your workflow, your team, and what you’ve tried.