At Flatiron Associates, we empower fintech startups, investment managers, and global banks to accelerate growth and optimize operations through tailored AI solutions.
Driving Financial Innovation with AI-Powered Solutions
Our Journey
Decades of Experience. Unwavering Commitment to Innovation.
Flatiron Associates was founded with a vision to revolutionize the financial services industry through the power of artificial intelligence. Recognizing the rapid advancements in AI and the significant gaps in tailored solutions for both growth-stage firms and startups, we set out to bridge this divide. Combining extensive experience in Product and Change Management with deep technical AI expertise, our consultancy is dedicated to helping financial institutions navigate the complexities of the digital landscape and achieve sustainable growth.
Explore our specialized services designed to address the unique challenges of product management and digital transformation in financial markets.
Our Expertise
AI-driven Product Strategies. Seamless Execution.
AI-Powered Product Strategy
Develop bespoke AI-integrated products that meet the unique needs of your financial institution, from conceptualization to deployment.
Data Analytics and Insights
Leverage advanced AI algorithms to analyze vast datasets, providing actionable insights that drive informed decision-making.
Change & Program Management
Implement effective change management strategies powered by AI to streamline regulatory reforms and enhance project delivery, reducing time-to-market compared to traditional methods.
Digital Transformation Consulting
Guide your organization through comprehensive digital transformations, ensuring seamless integration of AI technologies to enhance operational efficiency.
AI Adoption in Financial Services
28%
Executives feel prepared to adopt AI tools and processes
1
79%
Firms are using or plan to implement AI in the next 12-18 months
2
30%
Cost Savings Realized in Customer Service through AI-powered chatbots
3
53%
Banks using AI for risk assessment and predictive analytics
4
1 Deloitte's "State of AI in Financial Services" report, June 2024
2 PwC Global AI Survey, October 2024
3 Gartner Financial Services Technology Report, Nov 2024
4 McKinsey Financial Services Digital Transformation Study, July 2024
Industry Focus
Specializing in Financial Innovation.
FinTech Startups
Helping innovators scale their businesses through product-market fit, strategic planning, and operational efficiency.
Investment Managers
Building data platforms and tools to optimize portfolios, enhance client experiences, and leverage AI for alpha generation.
Global Banks
Supporting complex transformations, regulatory initiatives, and revenue optimization strategies across trading, risk, and operations teams.
Our Approach
Multiple Productivity With Our AI Integration Process Funnel.
We collaborate with you throughout your AI adoption and exploration journey. Whether you need prompt engineering training, a data readiness assessment for Retrieval-Augmented Generation (RAG), or setting up an AI Agent, we’re here to help. Our expertise in leveraging AI and understanding its limitations ensures that you maximize productivity, enhance efficiency, and significantly reduce your time-to-market. Partner with us to harness the full potential of AI and drive your business forward.
Client Success Stories
Transforming Visions into Reality.
Explore how our tailored solutions have enabled businesses to achieve remarkable growth and success.
“I had the privilege of working with Rahul, and he would be an asset to any organization. He is a true partner who is willing to collaborate, learn, and roll up his sleeves. He easily works across multiple functions to align expectations and achieve goals. He has an analytical mindset that allows him to make sound decisions, even in light of challenging situations.”
“I had the pleasure of working closely with Rahul on several projects as our product partner. Upon joining the team, I was impressed with Rahul's ability to get up to speed so quickly in our fast-paced environment. Rahul has a knack for synthesizing complex, dynamic strategy and vision into clear, actionable roadmaps which proved to be essential in fostering collaboration across a multitude of stakeholders and catalyzing the development of our proprietary data models."
“Rahul does the work to understand customer needs and translate them into successful products. On several projects, he helped me align strategy with overall business goals through thought leadership, collaboration, and data-driven decision making. He’s commercially minded and very good at keeping product vision clear when the steps to build are complex.”
Dana Z.
COO at a Global Bank
Caroline P.
Sr. Director at a Multifamily REIT
Martin M.
Managing Director at an Investment Management FinTech