Felipe Sinisterra and Dave Wang, two ex-bankers, are booked out for the next two months teaching financial institutions to actually use the AI tools they have already bought.
Felipe Sinisterra and Dave Wang, two former investment bankers, are charging banks and investment funds up to $25,000 a day to teach senior staff how to use the AI tools their employers have already paid for, according to a Bloomberg feature published this week.
The two are fully booked for the next two months, the report said. Clients to date include T. Rowe Price, Citigroup and Bank of America.
The premise of their work is, on its face, embarrassing for the rest of the industry. Global banks have spent the past two years pouring billions into AI infrastructure, model licences and internal tooling, on the explicit thesis that generative AI will reshape financial workflows.
What Sinisterra and Wang appear to be selling is not new technology but the working knowledge of how to use what is already installed. In demonstrations, the pair show senior bankers how to use commercial models such as Anthropic’s Claude, OpenAI’s ChatGPT and Google’s Gemini for tasks the bank’s own staff have not yet figured out, including, in one Bloomberg-described session, analysis of a video pitch from a startup founder using Gemini’s video-understanding mode.
