Home/About the author

About the author

Max Bates

Max Bates

Founder of Halyard, an AI implementation company for financial services firms.

Schedule a conversation

What I write about

I write about how AI fits into the work financial services teams already do: preparing reports, gathering client information, finding records and getting work reviewed. The useful question is what changes for the people responsible for the finished task.

My focus is the practical decision a leadership team needs to make: where to start, what needs checking, who will own the workflow and whether the result is worth the effort.

How we handle evidence

Halyard distinguishes illustrative examples, external research and verified implementation results. Demonstration materials use synthetic information and should not be read as client case studies. Client-specific outcomes and quotations require verified evidence and publication permission.

You can read the practical examples and buying guides in Halyard Insights, or follow my posts on LinkedIn.

Explore further