Isaac is a seasoned business investor and consultant, specializing in AI and automation in finance, with a focus on banking, mortgages, insurance, and lending. He helps institutions harness agentic AI, AI voice agents, and automation to streamline underwriting, compliance, risk management, and customer engagement
What I do
AI-Powered Financial Transformation
Elevate mortgage approvals, credit scoring, and underwriting with AI systems that reduce fraud, speed decisions, and boost compliance efficiency.
Strategic Investment & Advisory
Deploy 24/7 intelligent voice assistants for financial advisers, brokers, and insurers automating client onboarding, policy explanations, compliance logging, and lead qualification.
Voice Agents & Conversational AI
Invest and advise across fintech, AI-in-finance, and digital services driving ROI through automation, business model optimization, and operational scaling.
Fintech for Financial Institutions
Partner with banks, mortgage lenders, insurance firms, and credit providers to design and implement scalable fintech solutions that transforms and aligns with real business outcomes.
Proven expertise: Recognized voice on AI trends in UK financial services, publishing on AI’s role in banking, insurance, and the financial sector
Hands-on investor: Active angel investor and consultant, connecting capital with growth-stage fintech and AI ventures.
Clear communicator: Regularly share thought leadership on complex AI topics like agentic AI transforming finance into actionable strategies
Tailored roadmaps for AI adoption in underwriting, fraud detection, and risk management.
Presentations on AI trends, agentic systems, financial technology, and digital innovation.
Implement scalable fintech solutions from AI-powered workflows to embedded finance strategy
Contact Me