High-End Data Logic. Local Business Heart.
I'm Eliyahu Cohen, a UConn student building enterprise-grade AI and automation systems for local businesses — scaling your output without the bloated agency overhead.
A dedicated ongoing partnership. Continuous optimization as you scale.
Specialized AI Automation for Financial Services.
Our approach is grounded in three core principles that set us apart from generic AI consulting. We build purpose-built systems for your industry.
Financial Services Expertise
Our practice is focused exclusively on financial firms. We understand the regulatory landscape, compliance constraints, and operational realities of RIAs, broker-dealers, and insurance agencies. This is purpose-built, not generic.
Custom-Built Solutions
We do not resell off-the-shelf SaaS. Every solution is architected specifically for your existing tech stack, workflows, and business objectives. This ensures higher adoption, better performance, and genuine ROI.
Applied Technical Depth
Led by a UConn FinTech specialist, we bring hands-on experience building custom AI agents, analytical dashboards, and automation systems for firms ranging from independent practices to venture capital operations.
Currently engaged with four clients across financial services — delivering measurable results in data infrastructure, workflow automation, and AI-powered decision support.
Get the free auditYour Team Is Already
Big Enough.
Stop hiring to solve operational bottlenecks. Automate them.
Before
- Manually updating CRM after every call
- Chasing down status updates in Slack
- Answering the same 12 client questions weekly
- Pulling reports from 4 different tools
- Losing leads because follow-up slipped
After
- CRM updates automatically when the call ends
- Project status visible in one live dashboard
- AI agent handles FAQs around the clock
- Unified reporting dashboard, always current
- Automated follow-up sequence, never misses
Average Result
12–18 billable hours recovered per week
after a full Command Center build for a 10-person team.
We Don't Do Packages.
We Scope Your Problem.
Every engagement starts with understanding your exact bottleneck — then we build precisely what closes it. Nothing more, nothing less.
The Bridge
Custom Workflow Automations
We map your most time-consuming manual processes and replace them with intelligent automations. One well-placed bridge eliminates hours of repetitive work every week.
The Command Center
Singular Internal App
One custom-built internal application that unifies your CRM, reporting, task management, and communications into a single interface your team actually uses. The full operating system for your business.
The Workforce
Custom AI Agents
Deploy intelligent agents that answer client questions, qualify leads, update records, and make decisions — around the clock, without a salary. Your business works even when you don't.
Not sure which fits your situation? The free 2-week audit maps your exact problem and tells you which solution applies.
Apply For An Audit →Start With
Zero Risk.
We map the system before you pay a dime. Every engagement starts with a free 2-week audit — we're local, we're building a reputation in Connecticut, and if the audit doesn't show clear ROI potential, we'll tell you that too.
Book a call
15 minutes. No pitch, no fluff. Just a quick intro to understand your business.
We map your workflow
Over 2 weeks, we audit your current tools, identify where time and revenue are bleeding.
You get a written report
A clear efficiency report with exact ROI potential — even if you never hire us.
No commitment. No sales pitch.
Just a clear picture of what's possible.
Currently Working With a
Small CT Cohort
We're in early-partner mode — working with a small group of Connecticut-based firms to build case studies and refine our process. If you want in before we open fully, the audit is how it starts.