Financial services · Programmes · AI
Coperis Partners leads transformation programmes and AI projects for banks, asset managers, payment firms and fintechs. We establish the real status, we say it out loud, then we take the programme to completion.
Programmes led by our partners, including in roles held before Coperis.
Situations
“Everything has been green for six months. Go-live is in eight weeks.”
The reporting reassures, the teams worry. We start by establishing credible dates, milestone by milestone, and what each one depends on.
“The date is regulatory. It will not move.”
We plan backwards from the deadline, isolate the critical path and get early decisions on what must leave the scope.
“The AI prototype convinced the board. Nobody knows how to put it into production.”
Data, GDPR, costs, monitoring, accountability when it gets things wrong: we deal with what the demo did not show, or we recommend stopping.
“We need to be listed on a partner’s marketplace.”
APIs, OAuth, synchronisation, certification file: we have done it for our own product, all the way to certification.
“Our programme director leaves in a month.”
A senior profile takes over the programme under your governance, with a handover organised with the team in place.
Method
Every organisation and every programme is different: pace, format and scale adapt to your context. The principle does not change: establish the real status before proposing anything.
Interviews with the people running the programme: sponsor, business, IT, contractors, vendors. A read of the plan, the budget, the risk register and the latest steering committees.
For each milestone: the reported date, the credible date and what it depends on. Gaps are quantified, not commented on.
A short note for the sponsor: the real status, the decisions to take, and what happens if nobody takes them.
Situation note · Payment platform migration
Decisions requested from the 4 March steering committee
Without a decision on 4 March, the legacy shutdown date becomes uncertain as well.
Convictions
A green status proves nothing. A credible date and its conditions do.
We replace traffic lights with dates and dependencies that anyone can check.
An AI pilot without a stop threshold is not a pilot.
Metrics and the abandonment threshold are set before starting, not after the first results.
In finance, traceability is part of the product.
Who decided, on which data, with which control: this is designed at the start, not the night before an inspection.
An integration is judged on its fourth incident, not on the demo.
Duplicates, expired tokens, data changed after import: we deal with the cases that keep coming back.
Services
A programme with several teams and contractors, a deadline that will not move, or a programme that is drifting.
You get A situation note at the start, then a plan that holds, a risk and decision log, and a dashboard the board can read.
See detailsDecide on measured results, not on a demo: one use case, a limited scope, metrics and a stop threshold set in advance.
You get A pilot tested on your data, a results report and a recommendation: continue, adjust or stop.
See detailsConnect your product to a partner platform, get it certified, or take an AI pilot into production with its safeguards.
You get A documented integration architecture, a complete certification file, a production rollout and monitoring plan.
See detailsReplace a departure, absorb a peak, bring in a rare skill: a senior profile, from our team or our network of independents, under your governance.
You get A counterpart who sits in your committees and reports at the pace that suits you.
See detailsReferences
References without client names reflect programmes led by our partners, including before Coperis was founded. We never publish client names.
Coperis AI Labs
Relanzy chases unpaid invoices from our users’ own mailboxes and lets an AI classify the replies. What production teaches us, we write down.
Questions
Because the person leading the work is the person who made the commitment to you. No pyramid, no junior trained on your budget. When an engagement needs more people, we bring in senior independent consultants, under a single contract and under our responsibility. We have worked this way before: from 2014 to 2018, more than ten consultants, seven key accounts in Belgium, France and the UK, more than 2,200 consulting days.
It depends on the engagement. Coperis remains your counterpart and coordinates the whole; the team is put together for the subject, with senior profiles we introduce to you.
It is not our core business. We scope, lead and accept delivery. We can read an architecture, an API and a test plan, because we build our own product.
A non-disclosure agreement before any detailed exchange, if you wish. No data from your organisation in an AI tool you have not approved. No client names published, here or anywhere else.
To live with the constraints we ask our clients to accept: certification, data protection, production incidents, the running cost of an AI model. It is the best way not to recommend what we could not do ourselves.
From the Paris region, across France, Belgium and Luxembourg, on site or remotely depending on the engagement. In French or English.
The context, the deadline, what is blocking. We reply within two business days. If we are not the right people for it, we will tell you.