How long is an engagement?

Most firms start with the 90-day program. Some continue into a Build project or a monthly Run retainer, and plenty stop at 90 days with a standard their managers can keep running.

Do you sell software?

No. BlueEye is a consulting firm. Where an AI practice platform helps, we'll recommend one that fits your firm and tell you up front about any referral or reseller relationship, before anything is signed.

Will this get through our compliance review?

It has at large banks and wirehouses. We bring the engagement structure, data scope, AI data flow, subprocessor list and certifications to the first conversation with your risk team, before they have to ask.

It's scoped in a first call, based on the size of the team and what you need. We don't publish a rate card.

Do you name your clients?

Not where an engagement is covered by confidentiality. References are available under NDA.

BlueEye Advisory

Practice before it counts. Data on who's ready.

AI roleplay built from your best people, with scorecards and coaching data for every manager. For wealth management firms and banks.

Book a 30-minute conversation

What we do

From scenario to coaching

Scenarios built for your firm

The prospect, client, recruit or advisor your people actually face, written from your own conversations.

Scorecards from your best people

What good sounds like, agreed with your leaders. A pleasant call that misses the real issue scores below the bar.

Certification and capstones

A clear line between trained and ready, before a first complex client, a first CPA meeting or a move upmarket.

Coaching data for every manager

A Performance Intelligence Blueprint™ for each person: their numbers and conversations side by side, with three things to work on next.

Through risk and compliance

Engagement structure, data scope and AI data flow, ready for your reviewers up front.

Where most firms start

The 90-day program

01Days 1 to 30

Surface

Find what your best people do differently and agree the standard.

02Days 31 to 60

Teach and push

Your team practices. Your managers coach to the same scorecard.

03Days 61 to 90

Compound and signal

Measure what moved and map the next team.

How the 90 days run

Recent work

Inside a wirehouse and a large bank

Morgan Stanley

Practice for advisory leaders

AI scenarios at three levels of difficulty, a scorecard written from the firm's own best people, and weekly coaching. Since extended.

Wells Fargo

Coaching data for field leaders

Practice for the leaders who recruit and transition advisors, with a Blueprint for each person. Cleared through the bank's risk review.

Detailed results stay anonymous unless a client agrees otherwise. Read the anonymized case study →

The platform

What it runs on

Most programs run on Hyperbound, an enterprise AI roleplay platform. Mike was one of its first customers, built it out for financial services, and is now a strategic advisor to the company. We walk through that relationship, and any referral arrangement, before anything is signed.

The method doesn't depend on one tool. If your firm already owns a practice platform, we can start there.

Trust and security

The method

The Performance Intelligence Flywheel™

Find what your best people do, teach it, coach the middle toward it, build it into onboarding, and feed what the field hears back to leadership.

See the Flywheel See a Blueprint

Start here

Start with a conversation

Thirty minutes. If someone referred you, tell us who.

Book a 30-minute conversation Capabilities overview (PDF)