The strategy and the engineering belong in the same conversation.
Unwired Wealth brings executive technology advice and hands-on AI engineering to financial services work that needs a decision and a path into operation.
Clinton Cunningham.
Clinton was National Digital Financial Services Director at Deloitte Digital and founded AdviseWell. His work spans technology strategy, engineering and financial services delivery.
The practice works closely with leadership and the people who own the process. A technology recommendation should account for the existing platform, the control model and the effort of changing day-to-day work.
Start a conversationLeave the team able to run what is built.
We start with the workflow and the people responsible for it. That grounds the advice in a deliverable scope and gives the build a clear route to review, support and ownership.
Understand the work
Trace the actual process and its data before choosing a product or model.
Test the change
Check the first working version with the people who know its difficult cases.
Assign ownership
Record the decisions, limits and operating responsibilities for the team that takes over.
What is the next decision or release?
Send a short note about the work, the people it affects and where it has stopped.