Strategic AI Advisor

Where AI helps your business —
and where it doesn't.

We help professional-services firms and growing teams — accounting, legal, finance, healthcare — map how work actually gets done, find the slow and painful steps AI can take off your plate, and call out, honestly, where AI has no business being. Strategy first. Vendor-neutral. No hype.

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35+ years running production systems Led U.S. Bank's AWS migration Citigroup CTO NASDAQ Tech Advisory Committee
The approach

Find the fit — and the line

Most AI advice is a list of tools. Ours starts with your actual workflow and ends with an honest map of where AI earns its place — and where it doesn't.

1 · Map the work

How the job really gets done

We walk your real workflows step by step — intake, review, drafting, billing, client communication, compliance — and find where the time and money actually go.

2 · Score the fit

Impact, effort, and risk

Each opportunity gets ranked — so you spend on the two or three places AI genuinely pays off, not the shiny demos. No boiling the ocean.

3 · Draw the line

Where AI shouldn't touch it

Just as important as the "yes" list: the "don't" list. Client confidentiality, regulated advice, and the judgment calls that have to stay human. We'll tell you plainly.

Start here

The AI Opportunity Assessment

A structured, fixed-scope engagement that turns "we should probably do something with AI" into a clear, prioritized plan you own — with no obligation to build anything with us.

What's included

  • Workflow mapping — how work actually flows through your firm, where it stalls, and what it costs.
  • Opportunity scan — the slow, repetitive, expensive steps where AI can genuinely help.
  • Fit scoring — every opportunity ranked by impact, effort, and risk.
  • The "don't" list — where AI is the wrong tool for you, and exactly why.
  • A prioritized roadmap — what to do first, what to pilot, and what to leave alone.

What you walk away with

A written roadmap plus a working session to walk your team through it — in plain language, tied to your real workflows.

It's yours to keep. Execute it with us, with your own team, or with anyone. The recommendation comes first; there's no product we're steering you toward.

Tier 1 · Focused

One workflow or team

A quick, concrete win to start — pick the workflow that hurts most and get a clear plan for it.

~1–2 weeks · fixed scope, fixed fee
Tier 2 · Firm-wide

Your whole operation

Multiple workflows across the firm and a phased roadmap — for teams ready to make a real AI plan, not just a pilot.

~3–4 weeks · fixed scope, fixed fee
Book an assessment
Ways to work together

Beyond the assessment

Some engagements start and end with the assessment. Others grow into an ongoing relationship — and a separate track serves the enterprises and investors who read the newsletter.

For growing businesses & professional-services firms

Ongoing

Fractional AI advisor

A retained advisor as you execute — prioritizing, vetting vendors, keeping projects grounded and governed, and course-correcting before money is wasted.

Optional · if you decide to act

Build & support

If the assessment points to something worth building, We can build and support it — or help you choose and manage whoever does. Vendor-neutral; the recommendation always comes first.

For enterprises & investors

On the record

Expert calls

For institutional investors, diligence teams, and expert networks who need a practitioner's grounded read on enterprise and capital-markets AI — real vs. hype.

Events

Speaking & panels

Keynotes, panels, and moderated sessions on enterprise AI — the economics, the governance, and the operating reality of putting AI into production.

Writing

Inside Enterprise AI

Thinking in public is a focal point of what we do — a practitioner's perspective on AI, cloud, and the economics of making them work. It's also how a lot of people meet us.

The newsletter

Inside Enterprise AI

Every issue is grounded in real-world implementation — what actually works, what it really costs, and how it gets governed. No hype, no theory. Just the view from someone who has built and run these systems.

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Latest · Inside Enterprise AI · August 18, 2026 · 4 min read

Beyond Tokens: What Is AI Really Selling?

Enterprises don't buy tokens — they buy work. How the major AI companies are all racing up the stack, and why the metric that matters is dollars of useful work per dollar spent.

Read the post
Inside Enterprise AI · August 15, 2026 · 4 min read

$15 Billion in One Month: When the AI Trade Meets Reality

Jane Street's ~$15B July loss and the Situational Awareness fund — a spectacular AI-trade reversal, and what it says about the gap between a real technology and a successful investment.

Read the post

The full archive lives on our own site. See all writing →

Expertise

What we go deep on

Enterprise-grade judgment, applied at the scale of your firm — from someone who spent 35 years putting production systems in front of regulators and auditors.

AI, in practice

AI opportunity mapping Where AI fits — and doesn't Workflow automation Build vs. buy AI governance & risk Agentic systems

Industries we know

Accounting & tax Legal Financial services Healthcare Professional services

The foundation

AWS & cloud Data & integration Security & compliance Enterprise-grade delivery 35+ yrs of production systems
About

An operator, not a spectator

Amit Chatterjee

Amit Chatterjee

Strategic AI Advisor · Founder, TRAC Consulting Group

For more than three decades on Wall Street, Amit designed, built, and ran the trading, market-data, risk, and operations technology that financial institutions depend on — most recently leading enterprise cloud migration and capital-markets technology at U.S. Bank, and earlier as CTO of Global Equities Technology at Citigroup and CIO at Weeden & Co. He has also served on the NASDAQ Technology Advisory Committee.

He has deployed AI where getting it wrong is not an option — and has built production AI agents himself. That's the lens we bring to your firm: what actually works, what it really costs, and where AI has no business being. The advice comes first — this isn't slideware, it's been shipped.

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Let's talk

Whether you want to book an AI Opportunity Assessment, explore ongoing advisory, or line up an expert call or a talk — tell us what you're working on and we'll get back to you.

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