Wealth Grid Consultancy
Digital transformation that shows up in the numbers.
Full digital transformation for SMEs and mid-caps — strategy, process digitisation, systems and platforms, data and automation, and AI enablement — led by people who model the business case first.
For: SMEs, mid-caps and groups whose systems, data and processes hold growth back. Book a free 30-min callStatus: Live
Five workstreams
One programme, sequenced by value.
Strategy
A digital roadmap tied to the P&L: what to digitise first, what it costs, what it returns.
Process digitisation
Map, simplify, then digitise the processes that carry cash, credit and customers.
Systems & platforms
Selection and implementation oversight for ERP, CRM and web platforms — vendor-neutral.
Data & automation
Reporting, dashboards and automation so management sees the business weekly, not quarterly.
AI enablement
Practical AI use-cases, governance and adoption — where they pay back, not where they impress.
Why a finance-led team?
Most transformations fail on the business case, not the software. We start with the model, the cash and the people — then pick the technology.
How it runs
Diagnose, design, deliver, embed.
Digital diagnostic
Processes, systems, data and skills assessed against the business plan.
Roadmap & business case
Prioritised initiatives with cost, return and owners.
Delivery oversight
Vendor selection, implementation governance and change management.
Embed & measure
KPIs, adoption and the next wave — including AI use-cases.
Where it connects
Digital is part of the funding story.
In grant-funded scopes
Where a programme covers it, digital work can sit inside a co-funded engagement.
Grant advisoryIn credit files
Reliable data and reporting shorten diligence and strengthen a lender’s view of governance.
Finance & creditFor large organisations
Banks, corporates and government: digital & AI transformation as part of Innovation-as-a-Service.
Innovation-as-a-ServiceStart with a digital diagnostic.
Hybrid by design: a retainer that funds the work, plus a success fee tied to the outcome — a closed round, an approved facility, a completed transaction. Scope, deliverables and calendar are agreed in writing before we start.