The same person who scopes it trains your team.
Advisor Intelligence is a one-person consultancy building custom AI systems for firms where client data is the business.
What we do.
We work with boutique professional firms where client data can't go in the cloud and a leak is a career-ender, not an inconvenience. Wealth advisors, insurance brokers, healthcare practices, law offices, accounting firms.
Every engagement starts with a 20-minute call. You describe what's eating your team's time. We write down a scope document. It spells out what the system will see, what it will say, and where its output lives. You read it before any code is written.
Three workflows go live within thirty days of the contract. We add one new workflow each month and maintain everything we built. The hardware is yours. The records are yours. The system is yours.
How we work.
Every workflow is written down before any code. We document what the system is allowed to see, what it is allowed to say, and where its output lands. That document is the first thing you get, not the last. It is why our work passes audits.
About Chris.
Chris Baker built Advisor Intelligence after spending the last few years building AI agents on top of cloud platforms and watching firm after firm hit the same wall: client data they could not put in someone else's system.
Local hardware, local AI, and a written audit trail solve it. The system is custom to your firm; the architecture is the same every time.
Every engagement is scoped by Chris. Every install is run by Chris. When something breaks, you call Chris. The work does not get handed off.
Fowler Scholar, San Diego State University.