Your competitors are adopting AI. Do you have a plan that will stick?

Finance firms don't need another AI tool demo. They need someone who can take them from "we should be doing something with AI" to AI actually changing how their teams work. That's what we do.

30+ Enterprise Transformations 25+ Years in Finance AI Strategy to Production
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"AI doesn't fail because of the technology. It fails because nobody changed how the work gets done."

Why Finance Is Different

In this industry, "AI made it up" is not a valid defense.

In finance, the regulator holds the firm accountable, not the model. Speed is not the currency. Accuracy, auditability, and professional judgment are. Every AI-assisted decision carries fiduciary weight, whether you manage capital, administer funds, or advise clients.

Client Trust
One wrong answer in a client letter or financial report can undo years of trust. AI can draft, but a human has to sign off.
Material Accuracy
A misclassified transaction, a wrong calculation, an error in a transfer. In finance, small mistakes are big problems. Someone has to check the work.
Regulatory Accountability
When something goes wrong, the regulator comes to you, not the AI. You need to show who reviewed what, who approved it, and why.
Where AI Stops
AI can find patterns and process data fast. It can't read between the lines on a deal, interpret a gray area in the regulations, or make the judgment call your clients are paying you for.
Where AI Adoption Breaks

Most AI initiatives fail long before technology becomes the issue.

Across finance firms, the same patterns emerge.

01
Buying tools before understanding the problem
The firm buys AI software before anyone maps out how the work actually gets done today. The tool works fine. The team doesn't use it. Six months later, the CFO is asking what they spent the budget on.
02
Leadership says "go" but nobody follows
An AI initiative gets announced from the top. The team nods, then goes back to doing things the way they've always done them. Without buy-in from the people doing the work, nothing changes.
03
Nobody has decided what AI should and shouldn't touch
There's no clear line between what AI handles and what people handle. Every decision gets made case by case. What's fine in back-office operations is unacceptable in client-facing work, but nobody has drawn that line.
04
The data is locked in systems that don't talk to each other
Decades of client records, financial data, and institutional knowledge sitting in legacy platforms, spreadsheets, and email threads. Most firms don't realize it's a problem until they're mid-implementation.

AI adoption isn't a technology problem. It's a transformation problem.

Most firms treat AI like an IT project. Buy the software, roll it out, move on. But AI changes how people work, who does what, and what "good" looks like. The technology isn't the bottleneck. Getting your teams to use it, getting value from it, and making it last. That's the hard part. That's where we start.

Who We Are

Practitioner-led. Built from execution, not theory.

Trekka was built by practitioners who've delivered 30+ enterprise transformations for Fortune 100 companies, deployed AI at venture-backed startups, and spent over two decades inside the finance industry. We know what it takes to make AI work in complex, regulated environments because we've done it.

We diagnose where AI fits across your organization, build working prototypes your team can use, and embed new ways of working that sustain after we leave.

Yvonne Newlands
Co-Founder & Managing Partner, Trekka
Yvonne Newlands, Co-Founder and Managing Partner at Trekka
Transformation Rigor
30+ enterprise transformations delivered at Accenture and EY. We know how to make large-scale change stick inside complex organizations.
Industry Depth
25+ years across the finance industry, from public funds and brokerage to private equity, real estate, and hedge funds.
Hands-On Builds
AI workflows built and shipped inside finance firms. From prototype to production, not just strategy decks.
How We Work Together

Understand the problem. Build what works. Make it last.

The Starting Point — Diagnose

We go inside your firm and find where AI actually fits.

A 2-4 week AI audit across data, people, process, and technology.

We assess how your firm works today across people, process, technology, and data. We identify where AI can make a real difference, prioritize what to tackle first, and deliver a 90-day plan your team can actually execute.

Some firms take the plan and run with it. For firms that want our help, two tracks follow.

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Use case prioritization
Account onboardingQuick win
Enterprise cost analysisStrategic bet
Client reportingStrategic bet
AI readiness scorecard
People
72%
Process
45%
Tech
58%
Data
30%
90-day implementation plan
Days 1-30 Days 31-60 Days 61-90
Account onboarding
Pilot
◆
Rollout
Enterprise cost analysis
Pilot
◆
Rollout
Client reporting
Pilot
Pilot
Go/no-go
Rollout
After Diagnose

Then choose your path.

Some firms need solutions built. Some need their teams to adopt.
Most need both.

Build
The technology track

Where ideas become real.

We take your prioritized use case and rapidly build a working prototype. Your team tests it with real workflows, sees what AI can actually do for them, and gives feedback we use to make it better. Once it's proven, we help you scale it into production so it becomes part of how your firm operates, not just a demo.

Account opening processor
Prototype v1
1,204
Processed
97.8%
Accuracy
8s
Avg time
Docs ingested → Data extraction → KYC validation → Human review
Martinez, S. - New brokerageComplete
Chen, L. - Joint accountReview
Patel, R. - IRA rolloverComplete
Tell us about your use case →
Embed
The people track

Make it stick across the organization.

Your team learns to work with AI, not just use the tools. We run executive sessions, team workshops, and build the adoption systems that make it stick across the firm. We track what's working, fix what isn't, and stay until the change holds on its own.

Adoption dashboard
6.5 hrs
Saved per team/week
3.2 0.5 hrs
Exception handling
9
Workflows transitioned
Operations4 workflows
Investor Relations3 workflows
Finance & Reporting2 workflows
Book a call to discuss →

"Partnering with Trekka was a turning point for NeoWork. Yvonne gave us a scalable foundation and the confidence to grow without the growing pains. What impressed us most was how seamlessly Trekka integrated AI solutions into our existing workflows without disrupting our operations."

Joshua Eidelman

Joshua Eidelman

CEO, NeoWork

Not sure where to start?
That's exactly where we come in.

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