Technology and AI Consulting
MindLoop advises enterprises and growing businesses on applying AI, integrating their platforms and automating the work that slows them down. Our approach comes from three decades of building mission-critical products for global exchanges, banks and technology companies.
Who we serve
Large organizations and owner-led businesses face the same questions about AI and technology. The scale differs, so the engagement does too.
Enterprise
We work alongside product, operations and technology leaders to move AI and integration initiatives from pilot to production, with the governance large organizations require.
Growing businesses
We act as the technology department these businesses don't have, from initial setup through hand-off, so owners and staff spend their time on the business.
Practices
Most engagements draw on more than one practice. An AI assistant only performs as well as the systems and content behind it, so we plan them together.
We identify where AI will return real time and money, then build it: assistants that answer customers and staff, agents that carry out routine multi-step work, and AI-assisted production of copy, imagery, marketing collateral and training video.
We design workflows and connect the platforms an organization already licenses, so data moves once and people stop re-keying it. That includes infrastructure setup, document and data templates, and custom applications where off-the-shelf software falls short.
Customers now ask ChatGPT, Gemini and Perplexity before they search Google. We build websites and content that rank in traditional search and are cited by AI assistants, and we run the social media programs that support both.
For organizations launching or rebuilding a software product, we provide experienced product and program management: strategy, requirements, roadmap and delivery, coordinated across sales, compliance, legal and engineering.
Experience
Our work spans regulated global markets and small specialty businesses.
Exchanges, market data, trading and order management
Electronic trading, FX matching and price distribution
Platforms for banks, brokerages and advisor firms
Dealer software and consumer marketplaces
National brands and e-commerce
Retailers and appraisal services
Boutique lodging and direct booking
Specialty producers, artists and trades
Client engagements are confidential. References are available to qualified prospects on request.
Approach
Every engagement follows the same sequence and closes with a review, so improvements continue after hand-off.
We document current systems, workflows and costs, and confirm where the opportunity is.
A written recommendation covering scope, tools, cost, timeline and impact on staff.
We build, test against real work and put the solution into production.
Documentation and training for your team, followed by a scheduled review.
Leadership
Rick has more than 30 years of experience in software development and product management. He has led real-time market data and trading products at ICE and the New York Stock Exchange, worked on the electronic trading desk at Bank of America Merrill Lynch, led three FX businesses at LSEG, and held product responsibility for Dealertrack, VinSolutions, Cars.com and Kelley Blue Book at Cox Automotive.
Across those roles he worked with sales, support, marketing, legal, compliance and engineering to deliver products used daily by traders, institutions and consumers. He founded MindLoop in 2024 to bring that discipline to organizations of every size.
Contact
Tell us about your organization and the problem you want to solve. We'll respond to arrange an initial consultation.