Principal-led advisory on AI governance, cybersecurity, and the small software that removes manual work, for firms where client trust and confidentiality are the business.
Example firm, 22 people
4 of 4 controls in place
Illustrative. Every governance engagement ends with a snapshot like this, reviewed each quarter.
You work with the principals, not a rotating bench, backed by a firm that has run technology for regulated and private clients since 1998. Most of our clients already have an IT person or provider. We add what they usually aren't set up to deliver, and agree up front who owns what.
We run AI tools in our own firm and for clients, so our advice comes from shipping, not slideware.
The guardrails shape the solution from the first conversation. They are not a review at the end.
Plans don't fix anything on their own. We help stand up the working system and keep it current.
We coordinate with your IT provider, and with your other advisors when you want us to.
Unbilled calls, email, and chat → time entries each person approves
The need: revenue the firm had already earned but never billed, because calls, emails, documents, and internal chat didn't make it onto a timesheet.
Activity becomes suggested time entries in each timekeeper's own account. Each person approves their own entries before they flow to billing, so the firm recovers the revenue and everyone stays in control of their own time.
A morning of searching → a report before the workday starts
The need: reach new opportunities first, without someone searching public court records by hand every business day, and missing days when things got busy.
A monitor checks the filings every morning and delivers every new match to the team's inbox. Every report is archived, and widening coverage is a settings change.
Read the case study →The AI Governance Checklist for Firm Leaders: eight questions we ask in the first week of every review. Three minutes to your score and the gaps worth closing first. We'll email you the link.
Also free: cybersecurity and compliance assessments →
Investment advisers, funds, and wealth managers handling sensitive client data under regulatory scrutiny.
Discreet, principal-led support where privacy and continuity matter more than anything else.
Confidential client matters, and billable time captured with every timekeeper in control.
Deal sourcing, finance, and reporting workflows that are ready to automate, with the controls to rely on them.
We map how AI and technology are actually used across the firm, and where the real risk sits: client data, access, vendors, or process.
Usually 1–4 weeksA concrete plan in plain language: what to adopt, what to hold off on, what to put in writing, and who owns each piece.
A clear proposal before anything startsPolicies rolled out and acknowledged, security controls in place, software piloted with human review. Nothing moves to production without a go/no-go decision.
Ongoing, alongside your teamBehind every engagement is KJ Technology's service desk, security operations partners, and the same quarterly review discipline our managed clients rely on.
Co-founded KJ in 1998 with a Wall Street-trained eye for governance and risk. He leads the AI practice hands-on, building and running AI tools for clients and for KJ itself.
Joined KJ in 2004 after leading sales and service at Kronos for clients such as JetBlue and Unilever. He builds high-performing teams, at KJ and alongside each client's own.
Co-founded KJ after studying management and finance at Boston University. He bridges technology, people, and the business drivers behind them for every client.
No. We add services they usually don't provide: AI governance, written security programs, incident planning, and senior advisory. We coordinate with them and agree who owns what.
Most of our clients have 5 to 400 people. Each program starts with a defined first step sized to the firm, and we'll tell you if you don't need it.
It depends on the firm and the scope. Each program starts with a fixed-scope first step, and you'll have a clear proposal before anything starts.
The principals lead every engagement, with KJ Technology's team behind them.
Most clients are in the tri-state area, and we work remotely with firms elsewhere.
Thirty minutes with a principal, not a sales pitch. We'll map the opportunity and the guardrails together, and tell you honestly what a sensible first step looks like.
Book a 30-Minute DiscussionPrefer email? info@kjtechnology.com