← ALL OFFERS
KEEL AI ADOPTION PROGRAM

Bring the whole team from first exposure to daily use.

An end-to-end programme for boutiques and funds ready to start with AI — training, co-construction on their own workflows, a data governance playbook, and four weeks of support.

THE PREMISE

Tools do not change a firm. Habits do.

Most firms have licences nobody uses. The blocker is rarely the model — it is that nobody has shown a team how the work is actually done differently.

The programme runs on your own mandates, with your own files, so the first useful output arrives inside the first sessions rather than after a pilot.

It ends with named internal owners, a written playbook and a measure that survives us leaving.

OUR CLIENTS

Who it is for.

TRACK 01
Frontline
Analysts and associates. The production hours, and the workflows that repeat on every mandate.
TRACK 02
Partners
Judgment, review and client-facing use. Short, dense, and built around real files.
TRACK 03
Middle & back office
Compliance, finance and operations. Where governance and repeatability matter most.
TRACK 04
Internal owners
The two or three people who will keep the practice alive after handover.
WHAT YOU LEAVE WITH

A practice, not a training day.

01
Role-based training
Sessions weighted by track, run on your own mandates rather than demo data.
02
Co-constructed workflows
Live workflows built with the team during the programme, on your existing stack.
03
Data governance playbook
Which accounts, which tiers, what may be sent where — written down and signed.
04
Prompt and instruction library
House language, house conventions, versioned and owned by you.
05
Named internal owners
The people responsible for each workflow once we step back.
06
Four weeks of support
Live support after the programme, while the habits set.
07
Adoption measure
A simple read of what changed, mandate by mandate.
THE BOUNDARY

Adoption is measured on files, not on attendance.

A programme that ends with a satisfaction score has measured the wrong thing.

Ours ends when the tools show up unprompted in your own review meetings, three mandates later.