Chetan Joshi

Founder of coglateral.ai and author of The Vertical AI A.U.T.O.B.O.T.™ Playbook, helping businesses move from AI noise to AI confidence. I work with senior leaders across Banking, Financial Services, Insurance and FinTech to design and deploy practical Vertical AI and automation solutions that improve efficiency, reduce operational risk and modernise regulated workflows.

With 25+ years across Prime Brokerage, Collateral, Treasury and Post-Trade operations, I specialise in turning complex operational challenges into production-ready AI-enabled operating models that work in the real world.

Alongside my advisory and consulting work, I support founders, corporates and transformation teams with:

• Vertical AI strategy and architecture
• AI product and workflow design
• Operational transformation
• Human-in-the-loop AI governance
• AI discovery workshops and deployment roadmaps
• Enterprise-ready automation solutions

Currently building AI-native products and frameworks through coglateral.ai while supporting selected strategic programmes across the BFSI sector. Available for consulting, advisory, speaking and strategic AI transformation engagements.

AI Readiness & Strategy Consultation (30 mins)

A focused 30-minute working session to explore where AI and automation can deliver real impact in your business today and where it cannot.

On this call, we will:
• Clarify your biggest operational or growth bottleneck
• Identify realistic quick wins vs longer-term opportunities
• Sense-check where AI will add value vs where it will not
• Align on the most logical next step for your business

No prep. No pitch. Just clarity and direction

Learn more @ coglateral.ai

Vertical AI Build & Deployment Consultation (60mins)

This session is a focused working consultation for organisations ready to move beyond AI exploration into delivery planning.

The purpose of this session is to define, at a practical and commercial level, what building or implementing AI would involve and whether it should proceed.

This is not a sales call. It is a structured strategy discussion focused on reducing uncertainty and enabling confident decision-making.

During the session, we will:
• Review your current operating model, data readiness, and constraints
• Select one high-value AI use case suitable for near-term delivery
• Discuss target architecture and delivery approach
• Outline indicative scope, timelines, and investment expectations
• Agree on clear next steps

The outcome of this session is clarity. You should leave with a realistic understanding of what to build first, how it would be delivered, and what it would take to do it properly.

This session is intended for organisations with a genuine intent to build or implement AI within the next 90 days, rather than exploratory research.

This consultation is typically attended by C-level, product, or technology leaders.

Hosted by coglateral.ai

Vertical AI Discovery Call

Please select a suitable time. This video call is for general discussions, collaborations, project updates, or any questions related to Vertical AI, automation, or future digital wealth opportunities.