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What We Do Why Keel Talk to Keel

The platform partner for modern financial firms.

Microsoft-first. AI-native. Built for financial firms.

Keel is the platform partner that financial firms call when they need more than advice. We guide, build, and ship directly in your Microsoft environment, with AI-native teams that don't separate strategy from execution.

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Why Keel exists

You've seen the headlines. AI is transforming financial services. Forward-deployed engineers are the future. AI everything is right around the corner.

But your firm has a business to run today. Legacy systems that can't be switched off overnight. Data and documents locked in silos nobody can search. Workflows held together by workarounds that only two people understand. Redundant processes that should have been automated years ago.

And between leadership's ambition and IT's capacity, there's a gap. Business leaders know what needs to change. Technical teams know what's possible. But the people who can bridge both, who can guide the strategy and build the thing and ship it into production, are almost impossible to find.

Keel closes that gap. Everything we do runs through three layers: services, platform, and infrastructure. We call this the Keel Stack. Services are how we deliver, through what we call the Foundry. The platform is where the work compounds, built on Microsoft. Infrastructure is the secure foundation underneath. One partner, three layers, each reinforcing the others.

The Keel Foundry Guide. Build. Ship.

Most firms separate thinking from doing. Advisors hand off to builders. Builders ship without context. Gaps surface months later that could have been caught from the start.

Foundry teams don't work that way.

Advisory that stays.

Foundry engagements start at the leadership level, aligning firm strategy, technology investment, and operational priorities. But unlike traditional advisory, it doesn't end with a roadmap. The same people guiding the C-suite are embedded in delivery, making architectural decisions with full visibility into what's actually being built. When something changes, the people with the judgment to adapt are already in the room.

AI-native by default.

Every member of a Foundry team works with AI as a core part of their daily craft, not as a tool bolted onto an old way of working. It's why a Foundry team delivers what used to take a team three or four times its size.

One platform. Yours.

The value of a Foundry engagement doesn't end when the work ships. Everything we build lands in your Microsoft environment, on the platform your firm already owns. Integrations, automations, structured data, workflows. Each engagement strengthens the foundation for the next. Service lines that used to operate in silos start sharing infrastructure. Institutional knowledge that lived in people's heads becomes searchable. The firm gains more control, more visibility, and more leverage with every iteration.

Services

Six places to start.

Fractional CXO Advisory

Keel provides fractional CXO advisory across technology, finance, and operations, led by people who have built firms, led global transformations, and shipped real platforms. We sit with firm leadership and IT in the same conversation and make both sides actionable.

Where to start. What to prioritize. What to stop investing in. How to get from strategy to production without the gap that kills most initiatives. Advisory at Keel isn't a phase. It's how every engagement begins, and it stays embedded through delivery.

Schedule a working session →

Legacy Modernization

AI has fundamentally changed the economics of build vs. buy. Keel rebuilds the systems and processes that were too expensive to replace, faster, leaner, and without the baggage. Instead of maintaining software that doesn't scale and processes that depend on workarounds, we modernize entire systems on your platform.

Legacy processes don't get patched. They get eliminated. Automation becomes a feature of how the firm operates, not a project bolted on after the fact.

Schedule a modernization assessment →

Application Development

Full-stack development, from web applications to mobile experiences to internal tools and everything in between. Keel builds custom software on the Microsoft stack, going lightweight where it makes sense and full custom where it doesn't.

Every application reinforces your platform. Same data, same identity layer, same governance. New builds and legacy modernization work hand in hand. Nothing sits on an island.

Foundry teams with AI-native tooling and global delivery mean we build faster and at lower cost than traditional development partners, without trading quality for speed.

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Security & Digital Sovereignty

Most firms don't know what they don't know about their own environment. Misconfigurations, overprovisioned access, compliance gaps, Microsoft licensing that isn't optimized for how the firm actually operates.

Keel assesses your Microsoft environment end to end: security posture, identity and access, data governance, regulatory compliance, and operational readiness. We identify what's exposed, what's underutilized, and what needs to change, then build the remediation directly into your platform.

Your data. Your tenant. Your control. That's what digital sovereignty means in practice.

Request an assessment →

Global Capability Center (GCC)

The GCC model works. What doesn't work is how most firms experience it: disconnected teams, no architectural oversight, and output that doesn't integrate with the rest of the firm's platform. Keel reimagines the GCC as a Foundry team. Same AI-native operating model, same experienced architects, same accountability. The difference is your dedicated team in India operates as part of your firm, not apart from it.

Product operations, platform development, ongoing delivery. All building on your platform. All compounding.

Explore Keel GCC →

Data & Document Management

Financial firms run on documents. Engagement letters, tax returns, financial statements, compliance records, client correspondence. Years of institutional knowledge accumulated across file shares, email, practice management systems, and cloud storage, most of it unstructured, unsearchable, and ungoverned.

Keel builds document management on SharePoint as the backbone. We migrate, consolidate, classify, and structure your firm's documents so they're findable, governed, and useful from day one. Whether you're moving off a legacy system, merging environments after an acquisition, or organizing what you already have, everything lands in your Microsoft environment with real metadata, not just folders.

Data works the same way. Structured, connected, and accessible across the platform rather than locked in the systems that created it.

Schedule a migration assessment →

We don't just build it. We run it.

Most firms hire one partner to build and another to manage. Or they build something great and leave it to an internal team that doesn't have the capacity to maintain it. Either way, things drift. Configurations erode. The platform that worked on day one slowly stops working.

Keel is one partner across the full lifecycle. The same Foundry team that guides and builds stays accountable for the platform and infrastructure underneath. Everything we deliver lands in your Microsoft environment, and we manage it there.

Platform Integrate. Automate. Compound.

Microsoft 365 is the productivity backbone, with SharePoint as the document and collaboration layer. Azure is the runtime. Entra is the identity layer. On top of that foundation, Keel builds and manages the data structures, workflows, automations, integrations, and AI capabilities that make the firm's platform work as one system. Every engagement produces platform assets that live in your environment and compound over time.

Infrastructure Secure. Govern. Scale.

Cloud architecture, identity, security, and operational governance, designed and operated on Microsoft. Keel manages the foundation so the platform holds: monitoring, compliance, updates, and evolution treated as ongoing disciplines, not one-time projects. Microsoft-first is a strategic commitment, not a default.

Ready to see what Keel can do for your firm?

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or email hello@talktokeel.com