Advisory · CTRM/ETRM · Agentic AI
We scope it, select the vendor, write the specs, hold the architecture and stay on your side of the table until go-live — with agentic AI designed into the target, not bolted on after.
Scope it. Select it. Specify it. Land it.
What we do
Endur, Allegro, Brady or something home-grown — we work on the system you have, with the people who run it.
Know what the change is worth before anyone writes a requirement. Your CTRM, your processes, your spreadsheets — assessed honestly.
Run a selection you can defend to the board — scored on scripted demos and five-year cost, not on vendor narrative.
Specifications your vendor can build and your traders recognise, front to back — origination through accounting.
The target shape of the estate, held steady while vendors and integrators make their own choices.
On your side of the table from kick-off to cutover — including the programmes that have already gone wrong.
That is usually the assessment. Three weeks, fixed fee, and you leave with a roadmap and three priority use cases.
Ways to start
2–3 weeks · fixed fee
Where your CTRM stands, and the three places agents pay for themselves first. Roadmap and 3 priority use cases.
8–12 weeks
End-to-end vendor selection, run on evidence. Requirements, RFP and final recommendation.
Scoped to your estate
No replacement, no re-platforming. We work above the CTRM you run today. 5–10 agents identified, prioritised and designed.
Monthly · through implementation
An independent check on everything your vendor and integrator put in front of you. Design authority and quality control.
Time and materials
Capacity rather than a package, embedded in your team. Named business analysts and architects.
Teams are built from four levels — management consultant, principal, senior and consultant — sized to the decision in front of you rather than to a standard pyramid.
Coverage
That is the difference between us and a traditional CTRM consultancy: we know the process and we know what to automate above it.
Risk management. Market, credit and operational risk, limits, P&L attribution.
Physical operations. Inventory, scheduling and cost models.
Freight and voyage profitability. FFAs, laytime, demurrage.
Settlements and accounting. Broker reconciliations, invoicing, GL entries.
Straight-through processing. Electronic confirmations and broker platforms.
Regulatory compliance. MiFID II, EMIR, REMIT and the EU AI Act.
Hedge management. Keeping P&L volatility where you want it.
Get in touch
Tell us which system you run and where it hurts. We come prepared.
We reply within a business day. No spam, ever.
