Data & AI Consulting

Data & AIthat actually shipsin Financial Services

Senior practitioners who design and deliver strategy-to-production data platforms, AI use cases, and governance—across asset management, banking, insurance, and private markets.

What We Do

Our Services

End-to-end data and AI capabilities tailored exclusively for financial services

Data Strategy

Align your data vision, operating model, and governance to a clear roadmap—focused on measurable business outcomes and regulatory needs.

AI Strategy

Identify and prioritize AI use cases, then build a pragmatic roadmap grounded in feasibility, controls, and measurable value.

Data Engineering

Design and build modern data platforms and pipelines—integrating best-fit tools to scale securely and reliably with your business.

Risk & Compliance

Strengthen data and AI risk management with governance, controls, and regulatory-ready documentation—covering GenAI and emerging AI risks.

Operating Model & Change

Define the roles, processes, and ways of working to run data and AI sustainably—then drive adoption through structured change.

Team Augmentation

Embed senior data and AI practitioners into your team to accelerate delivery, uplift capability, and transfer knowledge.

About Leap

Boutique Expertise.Enterprise Impact.

Leap Transformation Services is a boutique consulting firm dedicated exclusively to helping financial services organizations unlock the full potential of their data and AI investments.

We combine deep industry expertise with hands-on technical experience to deliver solutions that work in the real world—not just in presentations.

100%
Financial Services Focus
E2E
Strategy to Production
Adam Davis
“We founded Leap to give financial services leaders a better consulting experience: senior, industry-tested expertise that delivers measurable outcomes.”
AD
Adam Davis
Founder

The Leap Difference

Why Choose Leap?

We bring a unique combination of deep expertise and focused execution

Financial Services Data Expertise

Operating models, governance, and data platforms across asset management, banking, insurance, and private markets.

Senior-by-Default Delivery

No leverage pyramid—your work is led and executed by experienced practitioners (15+ years).

Strategy-to-Production

We don't stop at decks: we design, build, and implement data platforms, controls, and AI solutions.

Risk-Ready AI

Practical AI governance, model risk alignment, and controls for generative and agentic AI.

Partner Spotlight

Agentic Risks

Helping organizations adopt agentic AI workflows with clear governance and practical risk controls.

Agentic Risks logoVisit Site
Agentic AI Controls Framework
A pragmatic framework for safe, scalable automation with agentic systems.

Get Started

Let's Talk

Ready to transform your data and AI capabilities? We'd love to hear from you.