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Design & Delivery
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AI & Data Transformation
AI and Data
Transformation
We take you from readiness assessment to live deployment, with capability transfer built in, so ownership, and the ability to evolve beyond the confines of our engagement, sits with your team. Support scales with what you need, from extending your existing AI platform with new use cases, to building bespoke AI systems from the ground up.
End-to-end
Assessment through to production
PE-native
Built for investor timelines
Value-first
Commercial outcomes, not technology theatre
End-to-end
Assessment through to production
PE-native
Built for investor timelines
Value-first
Commercial outcomes, not technology theatre
Our AI experience in numbers
40+
Applied-AI projects for private equity clients and their portfolios
1000+
Users of our custom AI solutions
6
Strategic technology partners
OpenAI, Microsoft, Anthropic, AWS, Perplexity, Google
6+
Years delivering the BVCA's flagship digital and AI course
AI can create real commercial value. But most organisations haven't worked out how to unlock this yet.
Here's how we get you there.
step
01
Identify
Find where AI actually creates value, including opportunities missed when use cases are mapped function by function.
2
02
Prioritise
Focus effort on what will genuinely move the needle, not on departmental pet projects.
3
03
Build
Extend the AI platforms you already use, or build fully bespoke systems from the ground up.
4
04
Embed and build confidence
Give people the skills and trust to use what gets built, however well it's engineered.
We work with private equity funds, portfolios and ambitious corporates to do all four, wherever the opportunity sits, and build it into live work with your team owning the result.
The five ways we work with you on AI
For Businesses
AI Horizon
Every business sits somewhere between AI threat and AI advantage. We assess both, so you know where to defend and where to invest.
AI Launchpad
Prioritise, build and launch AI use cases. An end-to-end deployment engagement, from foundational capability to working pilots your team can run independently.
For Funds
Portfolio Radar
A consistent, structured view of AI exposure across the portfolio, helping you prioritise focus areas and flag key issues to management teams.
Launchpad for Funds
Set up fund-level AI tools and ways of working, from platform configuration to firm-wide onboarding.
AI Fluency
Build the skills and confidence to work with AI, at whatever stage your business is at. From hands-on training that gets a whole team comfortable with the basics, to identifying and equipping the people who'll go further, building advanced, business-specific skills to keep AI capability growing across the business long after we've left.
LATEST WORK
Case studies
FINANCIAL SERVICES
PE-BACKED
Building a production-grade AI decisioning layer for a digital lending platform
Identified and prioritised high-value AI use cases, built the underlying data infrastructure and delivered a credit decisioning model into production — reducing manual review time by 60%.
60%
Reduction in manual review time
Read case study
HEALTHCARE
PE-BACKED
Designing a data strategy and AI roadmap to support international expansion
Assessed data maturity across five operational markets, identified £10M+ in annual savings through automation and delivered a sequenced AI roadmap aligned to the business's international growth ambitions.
£1M
Identified annual savings
Read case study
GLOBAL FINANCIAL SERVICES
CORPORATE
Deploying an AI-driven process automation programme across a global service portfolio
Mapped over 90 core client delivery processes, identified root causes of operational friction and delivered three automation solutions — laying the foundation for group-wide technology-driven service delivery.
60+
Processes mapped and automated
Read case study
RELATED SERVICES
Related services.
Digital Due Diligence
Commercial assessment of digital maturity, technology risk and value creation potential — designed for pre-and post-portfolio review.
Explore →
Technology Value Creation
Full-spectrum technology strategy and execution to unlock technology value across the hold period — from AI use case identification to enterprise systems and delivery.
Explore →
Digital Growth and Demand Generation
Commercial strategy and execution — from channel assessment and audience development to paid media and CRM optimisation.
Explore →
Senior Director
AI & Data Transformation
SPEAK TO OUR EXPERT
Rich Klee
Senior Director, AI & Data Transformation · Palladium Digital Group
With over twenty years working at the intersection of data, technology and commercial strategy, Rich leads Palladium’s Applied-AI and Data Transformation practice. He works with private equity funds and portfolio companies across financial services, healthcare and technology – helping businesses move from AI ambition to measurable, production-grade outcomes. Every engagement is direct, evidence-led and rooted in the specific needs of the client’s operation and market.
rich.klee@palladiumdigital.co.uk
+44 203 882 8567
Contact us
Every engagement starts with understanding what you’re actually trying to achieve. Not a pitch deck. A conversation.
OUR APPROACH
From first conversation
to sustained operation.
A structured four-stage process designed to move quickly without cutting corners. Each stage builds directly on the last, with clear deliverables and decision points throughout.
01
Step 01
Readiness and opportunity assessment
We assess data maturity, technology landscape and organisational readiness. We identify and prioritise AI use cases with the strongest commercial case and the clearest path in production.
02
Step 02
Data foundation and infrastructure
Where the model is built, we ensure the data infrastructure can support it. We design and build the pipelines, governance and tooling required to make deployment stable and scalable.
03
Step 03
Build, test and deploy
We move from proof of concept to production-grade deployment with clear milestones, governance checkpoints and operational integration. Every deployment is monitored and measured from day one.
04
Step 04
Capability transfer and handover
We transfer ownership to the internal team through structured training, documentation and embedded ways of working. The business exits the engagement with the capability to own and iterate independently.