AI Transformation for Financial Services
We partner with financial services firms to modernise their operating model using AI and automation. Wealth management, financial planning, insurance, mortgage broking. Startup speed. Enterprise rigour.
The Bridge Between Innovation and Financial Services
Unwired Wealth partners with financial services firms to leverage AI in scaling their business. Whether you operate in wealth management, financial planning, insurance, or mortgage broking, we help firms move from legacy processes to intelligent, automated operations.
We bring a rare combination: the strategic rigour of a Big 4 consultancy with the execution speed of a startup. Our approach is practical, results-driven, and grounded in decades of hands-on delivery across enterprise and startup environments.
AI-Native Thinking
Grounded in computer science, generative AI, and genetic algorithms. Applied to the real-world.
Enterprise to Startup
From board-level strategy to hands-on operator, building and scaling ventures.
Financial Services DNA
Deep domain expertise across wealth management, financial planning, insurance, mortgage broking, banking, and super.
Principal
Clinton Cunningham
Clinton has spent more than two decades at the sharp end of technology, transformation, and financial services. With roots in AI, software engineering, and a career shaped through top-tier consulting at Deloitte Digital, he brings the perspective of someone who has operated at every level, from building engineering teams to advising boards.
At Deloitte, Clinton served as National Digital Financial Services Director, having started by building the Sydney software engineering team into a globally recognised centre of excellence. He is also the founder and CEO of AdviseWell, a venture-backed AI platform powering the next generation of wealth management.
What We Do
Whether you're a boutique advisory practice looking to scale or an enterprise navigating the AI revolution, we bring a practical, results-driven approach grounded in deep financial services expertise.
Executive AI Coaching
We equip leadership teams with the knowledge to navigate the AI landscape confidently. Tailored coaching programmes that cut through the hype and focus on what matters for your business. From board-level strategy sessions to hands-on workshops, we help executives make informed decisions about AI adoption.
AI Strategy & Implementation
We define and execute your AI roadmap. From identifying high-impact use cases to deploying production-ready solutions, we help financial services firms integrate AI into their core operations. A practical, results-driven approach grounded in two decades of delivery across enterprise and startup environments.
Agentic AI Development
We design and build autonomous AI agents that handle complex workflows end-to-end. From intelligent document processing to client onboarding and compliance automation, we help firms deploy agentic systems that reason, act, and deliver outcomes without constant human oversight.
How We Got Here
Our expertise is built on decades of hands-on delivery. From enterprise consulting at one of the Big Four to founding venture-backed AI startups, we have a track record of building, shipping, and transforming.
Founder & CEO
Venture-backed AI platform powering the next generation of financial advice. Product development, artificial intelligence, and go-to-market strategy.
Managing Director
Partnering with financial services firms to modernise their operating model using AI and automation. Consulting, advisory, and executive coaching.
National Digital Financial Services Director
Led digital strategy and delivery across financial services nationally. Started by building the Sydney software engineering team into a globally recognised centre of excellence, then scaled to lead one of the firm's most impactful digital practices.
Latest Thinking
Thoughts on AI, financial services, and the intersection of the two.
Frequently Asked Questions
Common questions about our services, approach, and how we help firms across financial services harness the power of AI.
AI can automate time-consuming processes like client onboarding, reporting, and compliance checks, freeing your team to focus on relationship building and strategic advice. It also enables hyper-personalised client experiences at scale, turning data into actionable insights that drive better outcomes for your clients and your business.
Executive AI coaching is a tailored programme designed to give leadership teams the knowledge and confidence to make informed decisions about AI adoption. We cut through the hype and focus on what matters for your firm, covering everything from board-level strategy sessions to hands-on workshops where your team builds real fluency with AI tools.
Agentic AI systems are autonomous software agents that can reason, plan, and execute multi-step workflows without constant human oversight. In financial services, they handle tasks like intelligent document processing, client communications, and regulatory reporting by breaking complex processes into manageable steps and acting on them independently.
We start by understanding your current operations, identifying high-impact use cases, and building a prioritised roadmap tailored to your firm. From there, we move into implementation, working alongside your team to deploy production-ready solutions. Most engagements blend strategic planning with hands-on delivery so you see tangible results quickly.
Unwired Wealth is an AI consulting firm led by Clinton Cunningham, who brings over 20 years of experience in technology and financial services. With a background spanning 12 years at Deloitte Digital as National Digital Financial Services Director and as founder of AdviseWell, a venture-backed AI platform for financial advice, we bring a rare combination of enterprise rigour and startup execution speed.
We work across financial services: wealth management, financial planning, insurance, mortgage broking, banking, and superannuation. Whether you are a boutique practice looking to scale or a larger organisation navigating enterprise-wide AI transformation, our deep domain expertise translates across the sector.
It depends on scope, but most firms begin seeing measurable results within 8 to 12 weeks. We favour an iterative approach, delivering quick wins early while building towards a longer-term vision. A full operating model modernisation typically unfolds over 6 to 12 months, with value delivered at every milestone along the way.
We combine deep financial services domain expertise with genuine technical capability. Unlike traditional consultancies that deliver slide decks, we build and ship real solutions. Our principal has operated at every level, from writing code and leading engineering teams to advising boards, which means we understand both the strategy and the execution.
Ready When You Are
Exploring AI for your firm? Need executive coaching or want to discuss transformation? We'd welcome the opportunity to connect.