AI-native consultancy · Financial services

Bringing clarity
to operational complexity.

opmodal is a technology-powered consultancy for financial services. We pair AI-native tooling with senior operators to deliver clarity, control, and faster transformation — from day-one diagnostics to enterprise-grade delivery.

What Opmodal does

A consultancy and an operating platform in one.

We don't just write reports and leave. We embed people and AI together to deliver clarity that stays after we're gone.

Operational Clarity

Ground-truth maps of how the business actually works — across teams, systems, and obligations.

Process Intelligence

Live insight into where work happens, where it stalls, and where margin is lost.

Programme Delivery

Senior delivery leads embedded with your teams to land complex change on time.

AI Analysis

Documents, policies and controls ingested by AI to surface risk, owners, and gaps in hours.

Risk Visibility

A continuously updated view of operational, regulatory, and conduct risk.

Governance

Audit-grade evidence and controls that satisfy regulators without slowing the business.

The problem

Most operating models are held together by memory.

Abstract constellation of fragile, fraying connections — an operating model held together by memory
Operating modelStability: low
1 personsingle point of failure0 documented owners
Friction

Fragmented operations

Critical knowledge trapped in silos and unwritten habits.

Friction

Rediscovery loops

The same questions answered again, every quarter, by new consultants.

Friction

No real ownership

Processes drift between teams with no accountable owner.

Friction

Operational blind spots

Risk and inefficiency hidden until they appear in a regulator's letter.

Friction

Compliance pressure

Audit and supervisory expectations rising faster than capacity.

Friction

Slow transformation

Programmes priced in years when the market moves in weeks.

The Opmodal difference

Consultancy speed of a software company.

Toggle to see the results at the end of month 1.

Operational visibility95%
AI leverage90%
Delivery velocity86%
Audit-ready evidence96%
Opmodal Studio

Watch the operating model discover itself.

The opmodal Studio uses AI to read your firm the way a senior operator would — then turns that understanding into something you can act on.

Operations_Manual_v4.2.pdf
1.0 Purpose & Scope of Operations
1.1 Roles, Responsibilities & RACI
2.0 Onboarding — Client Intake
2.1 KYC checks · Owner: Compliance
2.2 SLA: 2 business days · Control C-04
3.0 Service Delivery Workflow
3.1 Ticket triage · Owner: Ops Lead
3.2 Escalation matrix (Tier 1 → 3)
4.0 Risk Register & Mitigations
4.1 Quarterly review cadence
5.0 Reporting & Assurance
Generated process flowLinear · auto
Intake
Triage
Approve
Deliver
Review
AI · live
  1. Stage 01

    Ingest

    Legacy process documents, procedures, RAID logs, reporting catalogues and much much more!

  2. Stage 02

    Scan

    AI parses thousands of pages, extracting obligations, owners, dependencies and controls.

  3. Stage 03

    Map

    An interactive process map emerges — your real operating model, not the one on the slide.

  4. Stage 04

    Surface

    Risks, gaps, and quick wins surfaced for your team within hours, not quarters.

Operational Intelligence

Your firm, in real time.

A living view of how the operating model performs — with AI watching the edges so your team can lead from the front.

opmodal · Dashboard
Live · UK / EU
+2.4%
Process sign off
94.2%
−18%
Touchpoints
1248
−6
Open risks
27
+0.3%
Controls passing
98.1%
Onboarding · process flowAI scanning
1
Intake
2
KYC
3
Risk
4
Approve
5
Activate
Risk heatmap5 × 7
lowhigh
Services

AI delivery with a human edge.

Software Solutions

AI-powered process management for firms running complex operating models — a single source of truth for delivery, controls, and operational health.

Behind the platform sits opmodal Studio, our AI Business Analyst, which our consultants use to rapidly ingest documents, build business taxonomies, and redesign processes at machine speed — paired with the judgement of senior consultants who understand operations and change inside out.

opmodal logo
  • Process & Operational Visibility
  • RAID Management & Project Governance
  • AI-Powered Dashboards & Reporting
  • Enterprise-Grade Security
opmodal Studio logo
  • Rapid Document Analysis for Engagement Acceleration
  • AI Audits of Operating Model Elements
  • Automated Process & Entity Rationalisation
  • Reporting, Insights and Advice
Your front-to-back run for business transformationTalk to us

Professional Services

Senior practitioners delivering operating model design and complex analysis for asset managers, insurers, and the Lloyd's & London insurance market — accelerated by our own AI tooling.

Behind every engagement sits a team of consultants whose careers span key roles in complex programmes at tier-one firms — paired with opmodal Studio to compress discovery, requirements, and test design, so the judgement and craft of senior people go further than they ever could at a traditional consultancy.

Change & Delivery

  • Target Operating Model & Process Design
  • Programme & Project Management
  • Business Analysis

Domain Expertise

  • Lloyd's & the London Insurance Market
  • Asset Management - Front, Middle & Back Office
  • Investment Platforms - Charles River, BlackRock Aladdin, SimCorp Dimension & Multifonds
Senior consultants, accelerated by AITalk to us
Team

Senior operators. No layers.

Every engagement is led by a partner. You get the people who built Opmodal — not a pyramid of analysts.

Stylised full-body avatar of Colin Kerr, co-founder of opmodal

Co-Founder · Partner

Colin Kerr

Stylised full-body avatar of Nick Ross, co-founder of opmodal

Co-Founder · Partner

Nick Ross