For decisions and oversight
Advisory
$2,500 / month
$7,500 for the first 90 days
- Twice-monthly advisory sessions
- Opportunity and tool prioritization
- Vendor and roadmap oversight
- Implementation quoted separately
Cherry Creek, Colorado
Fractional AI and tech leadership in Cherry Creek
Cherry Creek is a Denver neighborhood and business district. The Cherry Creek Alliance says the area supports more than 1,000 businesses and over 17,000 employees. Cherry Creek North is a 16-block, pedestrian-oriented district managed by a business improvement district, with boutique hotels, restaurants and offices.
Cherry Creek at a glance
- Population: n/a (business district, not a Census place)
- County: Denver
- Business areas: Cherry Creek North (16-block business improvement district), Cherry Creek Shopping Center
- Economy: Luxury retail, Wealth management and financial services, Restaurants and hospitality, Real estate and development
- From downtown Denver: about 10 minutes
Source: U.S. Census Bureau
We are a Denver firm about 10 minutes away. For established wealth management, real estate, wellness and professional firms in Cherry Creek North and around the Cherry Creek Shopping Center, we act as a part-time AI and technology lead.
Service businesses in Cherry Creek
Cherry Creek's listed industries include wealth management and financial services, real estate and development, health and wellness, and restaurants and hospitality. That points to client-facing work where quality matters more than volume: adviser meeting notes, onboarding paperwork and review preparation under SEC or FINRA rules; brokerage lead response and transaction documents; wellness practices with bookings, memberships and reminders; and event or hospitality businesses fielding enquiries and quotes. Clients here expect fast, personal replies, so automation should prepare work for a person rather than replace them.
Industries we focus on here
Financial advisory firms
Fractional AI and technology leadership for RIAs and advisory firms. Cleaner CRM data, faster onboarding, compliant AI use.
See workflows →Real estate brokerages
Fractional AI and technology leadership for real estate brokerages. Faster lead response, a CRM agents trust, cleaner files.
See workflows →Law firms
Fractional AI leadership for Denver law firms: faster intake, smoother matter opening and quicker collections, with attorneys in control.
See workflows →Event and catering companies
Fractional AI leadership for caterers, venues and planners: faster inquiry replies, quicker proposals and fewer missed details.
See workflows →Medical and specialty clinics
Fractional AI and technology leadership for medical and specialty clinics. Less front-desk admin, HIPAA kept in view.
See workflows →Plans for Cherry Creek businesses
For a priority workflow
Lead + delivery
$5,000 / month
$15,000 for the first 90 days
- Weekly leadership sessions
- One scoped workstream at a time
- Team training and adoption support
- Baseline and performance review
For deeper team involvement
Embedded
$7,000 / month
$21,000 for the first 90 days
- Weekly leadership plus team sessions
- More delivery capacity, still scoped in writing
- Closer work with your team leads
- Agreed support and review rhythm
USD, billed monthly. Initial 90-day engagement with a written scope before kickoff. Software subscriptions, major custom builds and 24/7 support are budgeted separately. Not sure which fits? Take the 3-minute check.
Working with us in Cherry Creek
Do you meet in person in Cherry Creek?
Yes. Cherry Creek is minutes from our base, so in-person sessions are easy. We meet at your office for kickoff, mapping and training, and many clients like a short in-person review each month alongside weekly video check-ins.
Can a wealth management firm here use AI safely?
Yes, within its compliance program. Meeting notes, review preparation and onboarding checklists are common uses. Recordkeeping rules can apply to AI-generated records, so your compliance lead confirms retention before launch, and advisers approve anything sent to clients.
Can you help a brokerage respond to leads faster?
Yes. A typical setup sends a fast, personal first reply, routes the enquiry to the right agent with context, and logs it in the CRM. Agents still handle conversations. We would measure response time, appointment rate and how many leads go untouched.
Nearby
See also: Fractional CTO for service businesses · AI consulting · Colorado AI law guide
Next step
Bring one expensive workflow. Leave with a clear next step.
In 30 minutes we look at one recurring workflow, what it costs you today and whether there is a credible case to improve it. If there is not, we will say so.
Book a 30-minute workflow review
Not ready to talk? Take the 3-minute check
30 minutes with Phil or Martin. No technical brief, no pitch deck. Phil or Martin replies personally, usually within one business day.