Who it's for.
Fintech and B2B SaaS companies in the $20M-$200M range, operating under SOC 2, PCI, HIPAA, or GDPR. CTOs, CISOs, heads of engineering, and founders who need AI in production but cannot trade compliance for speed.
Sound AI Advisors
Production AI for fintech and B2B SaaS. An advisory practice for regulated companies that need AI in their stack, not in a sandbox. Discovery, build, handoff. Engagements start at $3,500. Built on 20 years of fintech security experience.
What it is
AI that actually makes it to production.
Most AI projects in regulated companies stall in the same place. The strategy deck looks great. The pilot demos well. Then legal, security, or compliance reviews it, and it never ships. Sound AI Advisors exists to close that gap.
Why it exists.
Twenty years inside regulated companies, including PayPal, taught me how AI projects die. They die at the audit. They die when the runbook does not exist. They die when no one owns the model in production. This practice ships workflows that survive all three.
Engagements
Three ways to start.
Most engagements start with the workshop or the diagnostic. Both are scoped to fit inside a typical discretionary budget and require no access to your systems.
AI Readiness Workshop
A half day with your team. We map where AI actually fits in your workflows and where it creates audit exposure you have not accounted for. No systems access, no data access, nothing to provision. You leave with a ranked list of what to build and what to leave alone.
Book a 30-minute callProduction AI Diagnostic
Two weeks. I review what you are running or planning against SOC 2, PCI, HIPAA, or GDPR scope, and document where it holds and where it breaks. You get a written assessment your auditor can read and your engineers can act on.
Book a 30-minute callEmbedded Build
Four to eight weeks embedded with your team, shipping one real workflow to production with the architecture documented for the auditor in advance. Then a clean handoff. You own the system, the runbook, and the audit trail.
Book a 30-minute call
How it works
Three phases. No theater.
Discovery.
A 30-minute call to identify the highest-leverage workflow inside your stack. Not a fishing trip. We leave with a target workflow, a rough scope, and a clear yes or no on whether to proceed.
Build.
4-8 weeks embedded with your team. We design, build, and deploy the workflow into production with audit-ready documentation alongside the code. Not a side experiment. Inside your environment.
Handoff.
Ownership transfers to your team with runbooks, monitoring, and the documentation an auditor expects. You leave with a working system your engineers can maintain, not a dependency on me.
Sample workflows
The shape of a 4-8 week engagement.
Specific. Bounded. Audit-ready on the way out. These are illustrative starting points; real engagements get scoped to your stack and your risk profile.
Vendor security questionnaire automation.
Replace the manual slog of answering SIG, CAIQ, and custom security questionnaires with an AI workflow grounded in your real controls documentation. Auditable. Reviewable. Faster sales cycles.
Customer security response drafting.
Inbound security and compliance questions from prospects, drafted in your voice, sourced from your evidence. Your security team reviews and sends. Time on prospect questionnaires drops by an order of magnitude.
Tier-1 customer support with audit logs.
Front-line support backed by your help center and product docs, with every response logged for review. Reduce handle time on the easy 70%. Keep the audit trail your compliance team needs.
KYC/KYB document processing.
Structured extraction from incorporation documents, beneficial ownership filings, and identity documents, with confidence scores and human-in-the-loop review for everything below threshold.
Ongoing
After the first engagement.
Retainer.
For companies that want a Fractional Chief AI Officer presence over months, not weeks. Strategy, implementation oversight, and security reviews on an ongoing basis. Scoped to your roadmap.
Direct.
Questions that do not need a call yet go to hello@soundaiadvisors.com. Anything scoping-related is faster on the call.
Related
Keep going.
Why I started Sound AI Advisors.
The advisory side of the practice exists for a specific reason. Here is the question that surfaced after CampfireX, and why I am answering it.
Read the postFinSec Scorecard.
The diagnostic side of the work. A self-serve PCI DSS and SOC 2 readiness assessment for small fintech companies on AWS.
See the product
Talk it through
Start with a 30-minute discovery call.
No deck. No fishing trip. We talk through the workflow you have in mind, I tell you whether it's a good fit, and we go from there.