AEGISAI & ANALYTICS ADVISORY

Accelerating
AI Adoption.
Delivering Results.

Senior Analytics & AI consulting for Canadian mid-market organizations. I help teams deploy AI tools, build adoption programs, and scale GenAI utilization across the entire organization.

Ex-ScotiabankEx-BMOEx-CitibankEx-SantanderEx-CPP Investments
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Years of Experience

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Employees Reached Through AI Programs

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Data Latency Reduction Achieved

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AI Agents Deployed in Client Work

Four Practice Areas.
One Strategic Lens.

AI Tool Deployment & Agents

Bridging the gap between purchasing an AI tool and actually getting value from it. I design the deployment architecture, build the enablement program, and deliver working AI agents configured for your specific workflows — using Claude Code, Manus, and Paperclip. Where a traditional consultant brings a team, I bring a system.

  • Configured AI Agents (research, analysis, reporting)
  • Custom Prompt Libraries (role-specific, tested)
  • AI Workflow Automation Design
  • ROI Tracking Dashboard
  • Acceptable Use Policy

GenAI & AI Adoption Programs

Moving AI from isolated experiments to organization-wide capability. We design and run end-to-end AI adoption programs — including learning curricula, AI Champion networks, internal hackathons, and use-case pipelines — that build lasting momentum across every business unit.

  • AI Readiness Assessment
  • AI Champions Program Design
  • Internal Hackathon Facilitation
  • GenAI Learning Curriculum
  • Use-Case Prioritization Scorecard

Enterprise BI & Data Strategy

Architecting self-serve BI cultures and establishing operating models that eliminate manual reconciliation. We turn fragmented data environments into strategic decision-making assets — from platform selection to dashboard design and team enablement.

  • Data Strategy & Roadmap
  • Self-Serve BI Architecture
  • Design Dashboards
  • BI Operating Model & Team Design
  • Data Governance Framework

Credit Risk & Portfolio Analytics

Optimizing origination strategies, credit limit management, and portfolio insights using advanced Champion/Challenge experimentation. Built on a decade of hands-on experience at Canada's leading financial institutions.

  • Credit Scorecard Review & Design
  • Origination Strategy Optimization
  • Portfolio Performance MIS
  • Risk Model Framework
  • Champion/Challenge Experiment Design
Bruno Teixeira — Aegis AI & Analytics Advisory

Bruno Teixeira

Analytics & AI Advisor

Senior Expertise.
AI-Augmented Delivery.

I help organizations turn AI curiosity into real, measurable capability. Not strategy decks that sit on a shelf — actual adoption, at scale, across teams that were skeptical six months ago.

Over 18 years, I have led analytics, BI, and credit risk teams at Scotiabank, BMO, Citibank, Santander, and CPP Investments. My most recent work focused on building enterprise-wide GenAI adoption programs — AI Champions networks, internal hackathons, and learning curricula that reached thousands of employees.

Aegis operates as an AI-Augmented Principal: a senior human strategist backed by a fleet of specialized AI agents (Claude Code, Manus, Paperclip) that work 24/7. I have built multi-agent investment research systems, custom AI-powered SaaS applications, and role-specific prompt libraries — tangible outputs, not just plans.

Where a traditional consultant brings a team of junior analysts, I bring a system. You get senior-only thinking and PhD-level AI execution — without the overhead of a large firm.

GenAI Adoption & Enablement
AI Champions Program Design
Enterprise BI Architecture
Credit Risk Analytics
Cloud Data Migration
Executive Storytelling & Influence

Results That Speak
for Themselves.

2,100+ Employees

reached through AI adoption programs

Led enterprise-wide AI enablement programs reaching the full workforce of a major financial institution, embedding GenAI capabilities across all business lines through structured learning and champion networks.

70% Reduction

in data latency

Spearheaded enterprise-wide migration of legacy financial infrastructure to a modern cloud data fabric at a major institutional investor, while cutting BI infrastructure costs by 50%.

$3.6MM

annual revenue increase

Directed credit limit management strategies for a major Canadian bank using Champion/Challenge experimentation, simultaneously reducing early delinquency by 20%.

Built for the
Canadian Mid-Market.

We partner with organizations that need enterprise-grade analytics and AI adoption programs, but cannot afford the slow timelines and junior staffing models of traditional large consulting firms.

Mid-Market Lenders
Credit Unions
Fintech Scale-ups
PE-Backed Firms
Investment Managers
Insurance Companies

"Mid-market firms deserve the strategic weight of a senior advisor. They cannot afford the slow timelines, the junior staffing model, or the six-figure minimum engagements of large firms. Aegis was built to close that gap."

Bruno Teixeira, Founder

Learn Before You Commit.
No Pitch. Just Insight.

I regularly host focused info sessions — online and in person — for leadership teams exploring AI adoption. These are not sales presentations. They are working sessions where your team leaves with a clearer picture of where you stand and what the path forward looks like.

Topics include: AI Readiness for Financial Services, Building an AI Champions Program, and Scaling GenAI Beyond the Pilot. Sessions are free to attend and capped at 20 participants to keep the conversation substantive.

AI Readiness for Financial Services

90-min online session

C-suite & VP-level leadership

Building an AI Champions Program

Half-day workshop

HR, IT, and business unit heads

Scaling GenAI Beyond the Pilot

Lunch & learn (in person)

Data, analytics, and product teams

A Network of Specialists.
Assembled Around Your Needs.

Aegis operates as an independent advisor, but draws on a trusted network of complementary specialists — data engineers, change management practitioners, and fintech advisors — to deliver complete solutions without the overhead of a large firm.

Data Engineering Firms

Partners who build the infrastructure Aegis designs strategy on — cloud data platforms, pipelines, and lakehouses.

Change Management Boutiques

Prosci-certified practitioners who deliver the organizational change component of AI adoption programs.

Fractional CFO Networks

Finance advisors working with PE-backed firms that need data and AI capability — a natural referral source.

Brazilian Fintech Associations

ABFintechs and Zetta member networks provide warm introductions to Brazilian financial services companies.

Five Ways to Engage.
All Tailored to Your Context.

Start Here

2–3 Hours

A focused working session that delivers 3–5 prioritized AI use cases and a one-page action plan. The lowest-risk way to experience how Aegis works — before any larger commitment.

Entry Point

2–3 Weeks

A rapid, high-impact audit of your data infrastructure, AI initiatives, and team capabilities. Delivers a prioritized strategic roadmap with clear next steps.

Most Popular

6-Month Minimum

Ongoing executive guidance for leadership teams navigating complex data transformations or AI adoption programs. Bi-weekly sessions, on-demand review, and board-ready reporting.

Embedded Model

3–9 Months

Deep, hands-on integration into your organization. Direct leadership of internal teams, end-to-end ownership of major initiatives, and full cross-functional stakeholder management.

Pay for Results

Defined Per Engagement

For select engagements where the ROI opportunity is clearly quantifiable, we can structure a performance-based model — reduced base fee in exchange for a share of documented savings or revenue gains. Let's discuss this model.

Let's Start a
Conversation.

Whether you are building your first AI adoption program, navigating a data transformation, or looking for a senior fractional leader to build your analytics function — I would welcome a direct conversation.

[email protected]
LinkedIn Profile
Toronto, Ontario, Canada