Ongoing AI Retainer
Ongoing AI support through a retained partnership for firms that want to continuously build, expand, and evolve their intelligence capabilities. Not maintenance—momentum.
What an Ongoing Retainer Looks Like
Think of it as having a dedicated AI team on retainer. They're always building, always improving, always finding the next opportunity. This isn't a support contract—it's a continuous development partnership that grows your AI capabilities month over month.
Continuous Development
New AI modules, feature expansions, and capability buildouts delivered in rolling 2-4 week sprints. Your AI infrastructure grows with your ambitions.
Examples: Adding new data sources to your Portfolio Nerve Center. Building a new Deal Screener variant for a different asset class. Expanding your Market Radar to cover new geographies.
Strategic Advisory
Monthly strategy sessions with the WorkWise team to identify the next highest-ROI AI opportunity in your workflow. We stay close to your operations so we can spot automation candidates your team hasn't considered yet.
Priority Build Access
When a new need emerges—a regulatory change, a new fund strategy, an acquisition that requires rapid integration—you skip the queue. Your retainer guarantees priority access to the build team with guaranteed response times.
A Continuous Build Cycle
Align
Quarterly roadmap sessions to prioritize the next set of capabilities based on your evolving needs. We map business objectives to concrete AI builds so every sprint moves the needle.
Build
Rolling 2-4 week development sprints delivering new features, modules, and integrations. Each sprint produces working capabilities your team can use immediately.
Review
Bi-weekly demos and feedback cycles to ensure every build hits the mark. Your team sees progress in real time and shapes what comes next.
Evolve
Continuous refinement as your data, markets, and strategy change. What worked last quarter gets optimized. What's needed next quarter gets scoped. The system never stops improving.
When Firms Choose an Ongoing Retainer
You've completed a Custom Build and want to keep expanding—new modules, new use cases, new data sources.
Your firm's AI needs are evolving faster than project-by-project engagement allows.
You want a dedicated team that knows your infrastructure, data, and workflows intimately—no ramp-up time on every new initiative.
You need the flexibility to pivot build priorities as market conditions change, without renegotiating scope each time.
You want strategic advisory embedded alongside build capacity—not just hands, but a thinking partner.
Start with a Discovery Sprint
Most retainer relationships begin with a Discovery Sprint or Custom Build. Let's start there—a 30-minute call to map your first AI opportunity.
Schedule Your Discovery CallRelated Services
Custom Build
Where most retainer relationships begin. Bespoke AI systems built to your specifications, then expanded through ongoing partnership.
Discovery Sprint
Validate your first AI opportunity. A focused engagement to identify the highest-ROI use case before committing to a build.
Strategic Advisory
Included in every retainer. AI roadmapping and strategic guidance to ensure every build delivers measurable ROI.