Insights
Three ways AI actually enters advisory workflows
From document compression to scenario simulation — how we really use AI on client work
News2026-03-12

Over the past year AI went from demo to daily tool in our engagements. The effective uses cluster into three:
Three postures
- Compression: interviews, annual reports and industry research condensed into structured fact lists, humans only verify
- Scenario simulation: rapid sensitivity combinations on model assumptions, turning debates from guessing numbers into choosing options
- First drafts: process docs and meeting notes drafted by AI, humans keep judgment and trade-offs
The common thread: AI generates, humans stay accountable. Anything that requires signing your name to a conclusion stays human.
