D6Five × Financial Services Partnership
Somewhere between "we need to move on AI" and "we need to be certain before we commit," most financial services firms are stuck. Not for lack of ideas — for lack of a low-risk way to test them. The standard engagement model asks for too much, too early: long contracts, large teams, and outcomes that only materialize months later. Meanwhile, the pressure from the board, the regulators, and the market doesn't pause. The Four Week Experiment was built for exactly this moment.
A low-stakes, high-signal engagement designed to start small, move fast, and learn from outcomes — before committing.
"Run a small experiment. Learn from the outcome. Iterate from there."
Partnership Model
Data & AI, Human Advisory
Owns the experiment end-to-end — from framing to delivery. Provides a specialist team across data, AI, product, and advisory. Runs a structured four-week cadence with weekly updates, rapid iteration. Delivers a fully functional prototype and an executive-ready narrative at experiment close.
Market Data · Front Office · Investment Accounting
Brings the environment. Whether that's data, platforms, or the operating context in which investment processes run — the Service Provider defines the landscape the experiment lives in. Commits to support the brief.
Asset Manager · Wealth Manager · Plan Sponsor
Brings the real-world problem, domain expertise, and end-user context. Provides targeted guidance through one scoping session and two concise checkpoints to ensure the experiment stays aligned with investment objectives.
The Process
Day 0
Service provider and investment manager (Partners) co-shape the brief with D6Five. The full partnership commitment begins here. No overhead — just clarity of purpose and a shared hypothesis to test.
Weeks 1 – 2
D6Five executes. Four weekly written status updates keep stakeholders aligned without consuming their bandwidth. You stay informed without being in the weeds.
45-min checkpoint at Week 2Weeks 3 – 4
Findings synthesized into a fully functional prototype — not a slide deck. A working proof of concept that demonstrates real-world viability. The experiment closes with a final session presenting clear findings, implications, and a confident "what next" recommendation ready for the room. Decision-makers leave with everything they need to move forward — or not.
75-min executive presentationExample Use Cases
Build intelligent sensitivity tagging frameworks that classify data at the source, enabling compliant sharing, vendor distribution, and AI model training. The result: faster launches, cleaner licensing, audit-ready governance.
Transform metadata from a back-office afterthought into a strategic asset powering search, lineage, and regulatory reporting. Paired with a data quality framework, give teams confidence that data is not just available — but trustworthy.
The front office is ready for AI — the data infrastructure often isn't. Fragmented reference data, undocumented lineage, and inconsistent entitlements are the real barriers. Our AI Data Readiness framework addresses these directly, preparing enterprise environments for real-world AI integration including Model Context Protocol (MCP). Position your platform as natively AI-ready.
D6Five Team
Four weeks of focused delivery — exclusively by the D6Five team.
AI & Data Scientist
Doctorate-level research background applied to enterprise data platforms and AI/ML architecture. Brings rigorous scientific methodology to solution design and prototype development.
Senior Strategist & Lead
15+ years delivering complex, scalable data solutions across financial services. Deep expertise in MDM, Data Quality, Metadata Management, and AI/ML readiness.
Investment Specialist
15+ years as Senior Equity & Commodity Analyst across portfolio management, risk, and ESG. Former experience spanning Deutsche Bank, Invesco, and Lazard.
Product Specialist
15+ years in product management across S&P CapIQ, Accenture, HP, and GenAI platforms. Proven track record delivering cross-functional products from concept to prototype.
Research & Insights
Former FactSet Quant Sales & Sales Engineer with senior director experience in revenue enablement. Brings market intelligence, competitive research, and strategic narrative design.
Get Started
D6Five is a boutique data, AI and human advisory practice embedded in financial services — moving fast with discipline to deliver momentum built on governance. The Four Week Experiment is the lowest-risk way to test a data or AI hypothesis with a trusted team.
Launch the Experiment →