AI is already in your building: tools with access no one approved, spend across licenses and expense reports, and no clarity around who is using AI and for what. Managed AI gives the program an owner: the platform is live against your tenant alongside a Chief AI Officer with decision-making power.
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Wed, Oct 14, 1:00pm ET
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Firms typically start with the platform and adopt products as their AI program matures.
We stand up the platform: tenant, workspace, roles, SSO, and data settings. If you already have AI products, we review your current state and close any gaps.
The platform and a dedicated virtual Chief AI Officer work together. The platform shows costs, users, and controls behind each capability, which informs your vCAIO on actions needed.
Additional products that run on the platform: agents that work inside your systems, a governed knowledge base, brokered access to tools, and hosting for internal applications.
Custom tools built for your workflows including agents, integrations, and internal applications. Each is scoped to a job with a named outcome and owner, and acts as more than a general assistant.
This month
$42,380
Budget
$60,000 · 71%
Every Managed AI engagement includes cost governance across Claude, ChatGPT, and Copilot: one view of tokens, seats, and spend, visible in the Titan platform.
Monthly limits per team, project, or API key, and alerts as users approach the threshold.
Spend broken down by platform, model, user, and workflow.
Automatically surfaced suggestions based on your usage, such as idle-seat reclamation, prompt caching, and lower-cost models.
Spikes flagged in real time against historical trends, tied to the team and workload.
A virtual Chief AI Officer who works directly with leadership. The platform reports what is happening and your vCAIO helps you analyze and action on the insights.
Every exception, adoption gap, and spend outlier leaves the review with an action and owner.
Work based on your needs: policy, framework, roadmap, readiness, budget, automation, and more.
Regular standing sessions to review your questions, drafts, and decisions.
One endpoint, the right model per task.
Applications and agents call a single governed endpoint instead of four vendor SDKs. Routing decides per request, and fails over when a provider degrades.
Purpose-built for a function, not a general assistant.
Agents that work inside the systems your team already uses — the AP inbox, the administrator portal, Teams — with a person approving what matters. Each one has a named trigger, a named owner, and a line it will not cross on its own. They run on our platform, so there is nothing for your team to maintain.
Every tool a model can reach, brokered.
MCP is how models get hands — on the warehouse, the ticketing system, the document store. We run the servers and broker every call.
Your firm's knowledge, connected to your AI.
Policies, procedures, research and operating knowledge, curated into one governed source that every model and agent reads from instead of guessing. Permissions follow the source, so what a person cannot open, a model cannot retrieve for them.
The apps your team built, run like production.
The homegrown tools your firm depends on — the allocation sheet that became a system, the investor portal, the reconciliation checker. Hosted, patched, monitored and backed up, instead of living on a machine nobody owns.
Claude Code, Cursor and Copilot get a scoped identity and an isolated preview environment, behind the same review gate a human commit passes. An agent can open the change. It cannot put it live on its own.
Every agent is designed, tested, and recertified against RFA's trust controls, mapped to ISO/IEC 42001 and ISO 27001.
SEC/FINRA recordkeeping, exam readiness, investor DDQ/ODD support, marketing-rule review, and EU AI Act readiness.
Purview labeling and DLP plus Prompt Security guard MNPI, PII, deal, LP, and client data at every layer.
One governed program across Claude, ChatGPT, Microsoft Copilot, and open-source models. We meet the firm on the platforms it already runs.
Recurring deliverables surface live, governance reviews, usage and exposure reporting, risk-register updates. No static reports, no waiting for the monthly meeting.
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We connect to your tenant and show you what’s running without firm oversight. At 90 days, we’ll get you a baseline and an AI program and roadmap.
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