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.
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
Discovery
- Initial scope definition
- Stakeholder interviews
- Current state assessment
- Project planning
Research
- Market analysis
- Use case identification
- Technology assessment
- Competitive analysis
Validation
- Initial findings review
- Stakeholder feedback
- RAID assessment
- Direction validation
Development
- Roadmap creation
- Business case development
- Financial modeling
- Implementation planning
Delivery
- Final presentation
- Documentation delivery
- Knowledge transfer
- Next steps planning
Frequently Asked Questions
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.
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.
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.
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.
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.
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.
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.