Strategy & Transformation Consultancy

Accelerate strategic transformation . Automate operations through AI Agents . Unlock profits

We create strategies in digital transformation, data & AI, customer experience, operating models, partnerships, innovation, new product launches, and market entry

Our Services

Business Transformation

Drive sustainable growth and operational excellence.

We help organizations transform their business through strategic initiatives, operational improvements, and market expansion.

Our Approach

Our comprehensive approach includes assessing current state, identifying opportunities, and developing actionable transformation roadmaps.

What You'll Get

  • Current state assessment
  • Strategic opportunity analysis
  • Transformation roadmap
  • Implementation planning

Business Case Development

Secure executive buy-in and budget approval.

We create compelling business cases that quantify ROI, mitigate risks, and align stakeholders around your strategic initiatives.

Our Approach

We leverage industry benchmarks and financial modeling to build data-driven business cases.

What You'll Get

  • ROI analysis and projections
  • Risk assessment framework
  • Stakeholder alignment strategy
  • Implementation timeline

AI Use Case Identification

Discover high-impact AI opportunities.

We work with you to identify and prioritize AI use cases that can deliver significant business value.

Our Approach

We use a structured approach to identify potential AI applications, evaluate their feasibility, and prioritize them based on their potential impact.

What You'll Get

  • AI use case catalog
  • Feasibility assessments
  • Prioritized use case list
  • Implementation recommendations

AI Strategy

Chart your path to AI success.

We work with you to develop a clear and actionable strategy and roadmap for implementing AI solutions.

Our Approach

Our approach includes defining your AI vision, assessing your current capabilities, and developing a phased plan for implementation.

What You'll Get

  • AI vision and strategy
  • Capability assessment
  • Phased implementation plan
  • Governance framework

Coming Soon: Agentic AI Platform

We're developing an innovative Agentic AI platform for insurance and financial services. Join our early access program to shape the future of AI in your industry.

🤖 Autonomous Agents

AI agents that can handle complex workflows and decision-making processes.

🔄 Continuous Learning

Self-improving systems that adapt to your business needs.

🔒 Enterprise Security

Built with enterprise-grade security and compliance in mind.

Join Early Access

Industries We Serve

Insurance

We understand the unique challenges and opportunities in the insurance sector. Our successful projects include AI-powered solutions for improved underwriting, fraud and risk assessment, automated claims processing, and enhanced customer experience and sales conversion.

Key Solutions

  • AI-powered underwriting automation
  • Advanced fraud detection systems
  • Intelligent claims processing
  • Customer experience optimization
  • Sales and conversion analytics
  • Risk assessment and pricing models

Financial Services

We have deep expertise in financial services, delivering solutions for fraud prediction, portfolio management, automated underwriting, AI document processing, real-time risk management, and debt collection.

Key Solutions

  • Real-time fraud detection and prevention
  • AI-driven portfolio optimization
  • Intelligent document processing
  • Automated risk assessment
  • Smart debt collection systems
  • Compliance and regulatory automation

About ProbiAI

We are a team of best in class strategists and technologists, with proven experience in running transformation programs for more than five FTSE100 companies within the insurance and financial services sector.

We combine deep industry expertise with cutting-edge AI technology to deliver transformative results.

Our team of experts works closely with clients to understand their unique challenges and develop customized solutions that drive growth and efficiency.

Our Methodology

1

Discovery

  • Initial scope definition
  • Stakeholder interviews
  • Current state assessment
  • Project planning
2

Research

  • Market analysis
  • Use case identification
  • Technology assessment
  • Competitive analysis
3

Validation

  • Initial findings review
  • Stakeholder feedback
  • RAID assessment
  • Direction validation
4

Development

  • Roadmap creation
  • Business case development
  • Financial modeling
  • Implementation planning
5

Delivery

  • Final presentation
  • Documentation delivery
  • Knowledge transfer
  • Next steps planning

Frequently Asked Questions

What makes ProbiAI different from other consultancies?

We focus exclusively on strategic transformation and AI strategy for insurance and financial services. Our boutique approach means you work directly with senior consultants who combine deep industry expertise with cutting-edge knowledge. We don't just identify opportunities - we help you build compelling business cases that secure executive buy-in and budget approval.

What's included in a typical engagement?

Our standard engagement spans 6-8 weeks and includes comprehensive deliverables such as Excel models for financial analysis, detailed requirements documents, and a written report/presentation tailored to your needs. The process includes stakeholder interviews, market research, use case identification, and thorough documentation of findings and recommendations.

How do you ensure stakeholder alignment?

We maintain stakeholder alignment through regular checkpoints, including a mid-term delivery in Week 4 for ratification and potential pivots. Our approach includes comprehensive stakeholder interviews, regular progress updates, and formal presentations at key milestones. We also document RAID (Risks, Assumptions, Issues, Dependencies) to ensure transparency and proactive management.

What deliverables can I expect?

Our deliverables include Excel models for financial analysis, comprehensive requirements documents (BRD), and a detailed written report/presentation. These are developed throughout the engagement, with key milestones including the mid-term delivery in Week 4 and final delivery in Weeks 7-8. All deliverables are tailored to your specific needs and stakeholder requirements.

How do you handle project risks and changes?

We maintain a proactive approach to risk management through our RAID assessment process, regular stakeholder checkpoints, and built-in flexibility for pivots. The mid-term delivery in Week 4 allows us to validate direction and make necessary adjustments. We document all risks, assumptions, issues, and dependencies throughout the engagement to ensure transparency and effective management.

What happens after the engagement?

At the end of the 8-week engagement, we provide a comprehensive final delivery including the business case, roadmap, and all supporting documentation. We also include a detailed next steps plan and conduct a thorough knowledge transfer session. Our goal is to ensure you have everything needed to move forward with implementation, whether you choose to proceed internally or with our continued support.

How do you approach business transformation?

We take a comprehensive approach to business transformation, focusing on programs at scale across multiple dimensions. Our transformation initiatives span digital transformation, automation, analytics, customer experience, Target Operating Model (TOM), strategic partnerships, innovation, and new market entry. This holistic approach ensures we address both immediate operational needs and long-term strategic goals, creating sustainable value for your organization.

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