Warren Street Applied AI

AI applications for financial services firms

Put AI to work inside the systems you already use.

Warren Street helps RIAs, family offices, and other financial services firms increase operational capacity by automating repetitive work, connecting existing systems, and improving information flow.

More capacity. Less manual work. Fewer errors. Leverage your existing tech stack.

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RIAsFamily officesFinancial services firmsNew York City

The idea

Keep the systems. Remove the manual work between them.

Most firms already pay for the technology they need. The opportunity is in the handoffs, where employees copy information between email, CRM, spreadsheets, reporting systems, files, portals, and other tools.

Use AI and automation to reduce friction between file share, CRM, and reporting systems.

Where the information lives
NowEmail, CRM, files, reporting systems, portals
IdealKeep your current systems. Replace nothing.
Who moves it between them
NowA person, by hand, every time
IdealAn AI agent, on a defined path
What your team spends time on
NowCopying, re-keying, chasing, reformatting
IdealReview and Approve
What it takes to get there
NowA migration, a new platform, retraining
IdealOne workflow at a time, inside the current stack

Where the work happens

AI applied to the work that actually slows firms down.

01

Investor & fund operations

Capital calls, subscriptions, onboarding, recurring investor processes, and cash-flow coordination.

02

Reporting & research

Internal reporting, regulatory research, information retrieval, recurring meeting preparation, and compliance workflows.

03

Systems & internal workflows

CRM and Salesforce workflows, file architecture, document routing and anonymization, Microsoft tools, and AI agents that carry system-to-system handoffs.

Also: AI policy development, practical LLM implementation, employee training, controls, and internal AI tools.

Selected work

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What this looks like in practice.

Multi-family office

Streamlining investment operations across systems.

Recurring investment operations ran on manual steps between systems. AI now sits between some of them, translating data and taking over the repetitive work, so the operation is easier to scale.

View the project

Problems solved

  • Capital calls
  • Fund subscriptions
  • Cash-flow matching
  • Seamless document anonymization
  • File architecture

SEC regulatory compliance consultancy

Making recurring compliance work easier to run.

Skilled staff spent significant time on repetitive research and formatting. AI now runs the research, moves data between systems, and drafts the documents, so their hours go to judgment and review.

Read the case study

Problems solved

  • Internal reporting
  • Regulatory research
  • Compliance calendar
  • AML research
  • Political-contribution lookups
  • LLM training

How we work

The full approach

Start with one workflow. Prove the value.

01

Understand

Map the process, systems, handoffs, workarounds, and review points.

02

Design

Decide what AI should handle, what it should not handle, and where people remain accountable.

03

Build

Implement inside the existing stack, test it, document it, and expand only when it works.

A useful first step

Let's discover the friction in your critical workflows.

Tell us what happens today, which systems are involved, and where your team gets stuck.

Start a conversation