For financial data & media

The analysis your team redoes every week, set up once and kept running.

We set up AI that parses your sources, monitors them over time, and drafts the recurring analysis, with a person signing off before anything ships. Built on your data, connected to your systems, and kept running by us. The conversation starts with your business, not with AI.

Book an audit See the work
The problem

The same analysis, parsed and produced from scratch, week after week.

Your analysts parse the same kinds of documents, monitor the same sources, and produce the same shape of report on a cycle. The work is high-stakes enough to need governance and an audit trail, and repeatable enough to hand off. Meanwhile the AI licences you bought sit half-used, because skills across teams are uneven.

The usual answer is to buy more AI. That is how you end up with a drawer of tools nobody uses. We start the other way round: find the one analysis worth automating, and set it up properly, with a person signing off before anything ships.

The offer

Diagnose. Fit. Keep it running.

Three ways to work with us. Every one starts with your analysts, not with AI.

Diagnose

A fixed-price audit

Two weeks inside one function. We find where the work is worth handing off and give you a prioritised plan with the business case attached. If AI is the wrong answer, we say so.

Fixed price · two weeks
Fit and maintain

A managed service

We set up the AI that does the work, wire it into your systems, and keep it running. A person signs off anything that changes a record, and you see every cost.

Per organisation · plus setup
On call

A fractional advisor

A second opinion and a steady hand as your team adopts. The judgement of someone who has built the thing, without adding headcount.

Retainer · senior
How we work

Think of us as the Ace Hardware of AI. Well stocked, and we know every part on the shelf. More interested in fixing your problem than in the newest, shiniest tool. Solutions, not products.

A person signs off
Nothing that changes a record happens without someone approving it.
It remembers
The tools hold your business in memory between jobs, not just inside one chat.
Yours alone
Your data and your setup stay yours. Nothing shared across clients.
Every cost visible
Usage and spend are in the open, with caps you set per team.
Proof

The work, and who runs it.

One anonymised engagement, and the person behind the practice.

Delivered · enablement
Problem. A fast-growing firm with AI licences but uneven skills across teams.
Objective. Working proficiency across teams, not a demo day.
Solution. A hands-on programme built around their real analytical workflows, delivered in person across multiple regions.
Over 100 people trained to working proficiency, with follow-on engagements secured.
Who's behind it
McVal Osborne. Head of Data at Social Chain, then Chief Data Officer at Flight Story.
Built and led data and insight functions inside fast-moving media companies, then co-founded a SaaS company past 100 customers.
Data and media leadership, applied to AI.

We also work across facilities and consumer brands. Ask for those examples on a call.

The platform

Built on Parley. Proven by Riposte.

One person can run many clients' setups from one place. That is what lets a service scale without turning into day-rate work in disguise.

Riposte
● Live · paying client

Surfaces the relationships your team is building but not logging. It watches the people who matter and tells you when to engage, then feeds that activity back into your CRM.

Parley
● Operational

The workshop behind the managed service: the AI that does the work, with memory, sign-off, isolation, and spend caps built in. Owned and run by Crest Advisory.

Start here

Start with one analytical function.

Two weeks inside one team's recurring analysis, a prioritised plan with the business case attached. Leave your email and we will reach out if there is a fit.

We will reach out if there is a fit.
Noted. We will be in touch.