Track One · SME & Professional Firms
Identify 3–5 AI use cases that reduce cost or increase revenue within 90 days.
Most firms buy a tool then wonder what to use it for. We start with your highest-value workflow bottlenecks and work backwards to the right solution.
AI amplifies your digital surface. Unmanaged assets, shadow accounts and impersonation risk compound silently. We audit and remediate alongside every advisory mandate.
Vendors pitch their own stack. Generalist consultants learn on your time. FIDES AI is principal-led — the senior adviser is in every session, not just the sales call.
Engagement Model
Most clients are in active implementation within three weeks of first contact. NDA signed at stage one — before any material exchange.
Stage 01
Confidential. NDA signed first. We understand your firm's context, size, sector and priorities.
Stage 02
Workflow mapping, use case prioritisation, digital presence audit. Written report in 48–72 hours.
Stage 03
Clear, prioritised action plan. Tool selection, workflow changes, presence remediation. No vendor bias.
Stage 04
We oversee delivery — coordinating specialist partners where needed, with FIDES AI leading governance.
Stage 05
Monthly advisory, AI performance review, regulatory watch and digital presence monitoring.
Engagement Options
All engagements are fixed-scope and principal-led. Fees quoted on request after discovery call.
Entry Point
Most Requested
Ongoing
Questions
The diagnostic is delivered within 48–72 hours of engagement confirmation. It includes a workflow mapping session, a use case prioritisation matrix with ROI estimates, and a written recommendations report. One follow-up session is included.
Common high-ROI use cases include client communication automation, document drafting and review, financial reporting, CRM enrichment and digital presence monitoring. The right 3–5 depend on your firm's specific workflows — which is exactly what the diagnostic identifies.
Yes. We hold no vendor partnerships, no referral arrangements and no tool commissions. All recommendations are made solely in the interest of the client. We will tell you if a free or lower-cost tool does the same job as a premium one.
Yes. We work regularly with law firms, fiduciaries, wealth managers and other regulated practices. All engagements are governed by an NDA. We are experienced in the specific compliance context of Monaco — EU AI Act, GDPR, Monaco Law and sector-specific requirements.
The monthly retainer covers a senior advisory session, AI performance monitoring, regulatory watch and impact briefing, digital presence monitoring updates, and priority access for new mandates and ad-hoc questions. Minimum three-month commitment.
Client Perspective
"FIDES AI gave us clarity we hadn't found anywhere else — not just on which AI tools to adopt, but on the digital exposure we hadn't known to look for. Exactly the kind of senior advisory Monaco's business community needs."— Professional Services Firm · Monaco · 2026