Technology Counsel for Regulated Firms
I help small firms in regulated industries get compliant, cut redundant tools, and build technology that scales with the business. No chasing every new product on the market.
I. The Problem
They need what they have to actually work.
Whether it’s SEC archiving rules or HIPAA safeguards, every client communication needs an archive path. I audit every channel, including email, text, phone, and video, and close the gaps before a regulator does.
Most firms are already paying for features they’ve never turned on. I find them, configure them, and train your team so nothing goes to waste.
Your CRM should be the hub, not a Rolodex. I wire scheduling, texting, email, and workflows into one place so nothing slips through the cracks.
II. Process
A phased approach. You see exactly what you’re paying for at every step.
Every tool, every plan, every data flow. I map what you have, what you’re paying for, and where the compliance gaps are. You get a clear picture before any changes.
Activate unused features, cut redundant tools, set up integrations, and train your team. Results within weeks, not months.
AI receptionists, automated workflows, intelligent routing. Purpose-built for your firm after the foundation is solid.
You call me directly. I monitor systems, recommend improvements, train staff, and keep you ahead of changes in the space.
III. Services
You get me. Not a help desk, not a project manager, not a team in another country.
IV. About
I’m Mike Patson, a technologist and engineer who works hands-on with small firms to modernize their operations.
I provide technology consulting for regulated and compliance-sensitive firms across financial services, healthcare, insurance, and energy. I specialize in compliance-focused technology audits, systems integration, and AI implementation. The goal is helping firms modernize their operations without unnecessary complexity or risk.
The name comes from travertine, the limestone the Romans used to build the Colosseum. I picked it because the work should outlast the engagement. The systems I put in place need to be durable, auditable, and designed to hold up as your firm grows.
I work alongside your existing compliance counsel and custodians. I don’t replace professional advisors. I make sure the technology layer is doing its job so your team can focus on clients.
Background
Firm Details
V. Contact
No pitch, no pressure. A conversation about your systems, your pain points, and whether there’s a fit. If there isn’t, I’ll tell you.
Summit, New Jersey
Start a Conversation