Tailored AI instructions and workflows

Transform fragmented AI usage into tailored, repeatable workflows.

MastAI helps finance, risk, and legal teams replace one-off prompts with a consistent approach built around their documents, standards, and review process. The workflows use current generative AI tools, so they can evolve as the technology improves without requiring a costly, fixed implementation.

Book a free consultation See practical starting points

Illustrative workflow From ad hoc to repeatable

Source linked

Team inputs

Recurring task · source documents · review standards

standardize

Tailored instructions

Analysis steps and required sources are defined

Built around the team's process

reuse

Reusable workflow

Consistent draft with visible sources

Analyst review required

Example only. No client information is shown.

15+ yearsFinancial Services

Global Markets CreditCorporate & counterparty analysis

ISDA / CSACredit & risk mitigation

About MastAI

Finance experience behind the work.

Paul Mastaj most recently served as a Vice President covering financial institutions and derivatives trading with experience in financial analysis, negotiating complex trading agreements, and coordinating with legal, trading, sales, and operations teams. His broader financial services background includes credit rating and index methodologies, corporate analysis, banks, insurance and hedge funds. He also has a demonstrated track record of building tools with VBA, SQL, and Microsoft Access to improve recurring analysis and reporting.

View Paul Mastaj on LinkedIn

Where MastAI helps

Standardize one recurring task first.

We turn team knowledge into tailored instructions and repeatable workflows people understand, trust, and want to use.

Finance & Risk

Bring structure to recurring review work.

Potential starting points for credit and risk teams:

Agreement and term comparison
Credit memo preparation
Counterparty information review

Legal workflows

Organize the record while keeping sources visible.

Potential starting points for lawyers and legal teams:

Document review and comparison
Matter chronologies with source links
Research and source organization

Free introductory consultation

Bring one task. Build a repeatable starting point.

We will discuss the work, the best AI solutions, and what a focused first test could look like.

Book a free consultation