Case study · Financial services

Katch Investment Group: one secure AI platform, and a team that can run it themselves.

An eight-week AI Enablement Programme replaced fragmented AI use across five countries with Claude Enterprise, written governance and an internal team trained to carry it forward.

Katch Investment Group wordmark over the City of London skyline
51.4°N · 0.1°W
Client
Katch Investment Group
Sector
Alternative credit investment management
What we built
A firm-wide AI Enablement Programme
Stack
Claude Enterprise
Headline result
Four AI tools consolidated onto one secure platform in eight weeks
The challenge

Four AI tools, used privately, and no secure foundation

Katch Investment Group manages complex alternative credit strategies, including litigation finance, factoring and real estate bridge lending, across five countries and three time zones from offices in London and Panama. Most of Katch's team are senior, and most of them already using AI.

That was the problem. Everyone was using something different: ChatGPT in one team, Copilot in another, Perplexity somewhere else. Nobody was sharing what worked, and a regulated investment manager had no secure, standard foundation underneath any of it.

The starting point
Four tools used privately, replaced by one platform used in the open
Before
  • ChatGPTone team
  • Copilotanother team
  • Perplexitysomewhere else
  • Claude

No shared practice, no standard foundation.

After
Claude Enterprise
Governance
  • SSO
  • Role-based access tiers
  • Data security controls
  • AI Acceptable Use Policy
  • Data classification framework

Five countries, three time zones, one platform.

Fifty One Degrees AI Enablement Programme for Katch Investment Group.
Katch moved from four AI tools used privately to one platform used in the open, with governance written before rollout.
The approach

Train the trainers, so the capability stays

Fifty One Degrees ran an eight-week AI Enablement Programme built on a train-the-trainers model. Fifty One Degrees designed, specified and quality-assured; Katch's internal team executed between sessions. That kept a firm-wide rollout inside a fixed price, and it is why the capability stayed at Katch when the programme ended.

Discovery started with 20 individual 30-minute interviews, one per person. The interviews surfaced processes nobody had ever documented, showed that self-reported AI fluency was unreliable (so training cohorts were set on observed capability), and produced a 30-item opportunity map, prioritised directly with senior leadership rather than handed over as a report.

What we built

Five workstreams, delivered in parallel

  1. Claude Enterprise migration and configuration

    Tenant configuration, SSO, data security controls and role-based access tiers across all locations, implemented by Katch's IT partner and approved by Fifty One Degrees before go-live.

  2. Projects and Skills Framework

    Dedicated workspaces for litigation finance deal assessment, investor relations, fund reporting, due diligence and counterparty analysis, each backed by a library of reusable skills.

  3. Data connectivity and governance

    A connectivity plan for Katch's data sources, plus an AI Acceptable Use Policy, data classification framework and access controls built for a multi-jurisdictional regulated operation.

  4. Cohort training in three tiers

    Foundations and Advanced for all staff, and Building with Claude for technical users, covering agents, retrieval, MCP connectors and structured output.

  5. A pioneer cohort

    A group onboarded ahead of full rollout to stress-test the setup, find real use cases in live work and act as internal proof points for colleagues.

Outcomes

What the programme delivered

8 weeks
from discovery to firm-wide rollout
4 → 1
AI tools consolidated onto one secure platform
20
one-to-one discovery interviews
30
AI opportunities mapped and prioritised with leadership

Katch moved from four AI tools used privately to one platform used in the open, with governance written before rollout rather than after it. Three decisions did most of the work, and Fifty One Degrees now applies all three as standard:

Pioneers are selected for curiosity, not seniority.
Job title and technical background are poor predictors of who moves an AI rollout forward.
Governance belongs inside the rollout, not alongside it.
Running the AI policy inside the programme cleared the large majority of compliance objections before they became blockers, and gating platform access on the policy training made sure it was read.
Resistance has to be collected anonymously.
Real objections in a regulated firm do not surface in a group session, and the ones that came back anonymously were the ones worth answering.
What's next

Built on the foundation

Investor targeting automation and a portfolio management tool were held back and scoped separately once the foundation was proven.

FAQ
What did Fifty One Degrees deliver for Katch Investment Group?

An eight-week AI Enablement Programme that replaced fragmented AI use across five countries with Claude Enterprise, written governance and an internal team trained to carry it forward. It covered Claude Enterprise migration, a Projects and Skills Framework, data connectivity and governance, cohort training in three tiers and a pioneer cohort.

How long did the AI Enablement Programme take?

Eight weeks from discovery to firm-wide rollout. Fifty One Degrees designed, specified and quality-assured each stage, and Katch's internal team executed between sessions, which kept the rollout inside a fixed price.

How did Fifty One Degrees run discovery?

With 20 individual 30-minute interviews, one per person, after an email survey produced almost nothing useful. The interviews surfaced undocumented processes, showed that self-reported AI fluency was unreliable, and produced a 30-item opportunity map prioritised with senior leadership.

How was governance handled in a regulated investment manager?

Inside the rollout, not alongside it. Katch received an AI Acceptable Use Policy, a data classification framework and access controls built for a multi-jurisdictional regulated operation. Running the policy inside the programme cleared the large majority of compliance objections before they became blockers.

Can Fifty One Degrees run a similar programme for my business?

Yes. Fifty One Degrees runs AI Enablement Programmes that take teams from scattered tools to one secure platform they can run themselves. Book a Discovery Call to scope yours.

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Next step

Want your team on one platform they can run themselves?

Book a 30-minute Discovery Call and we'll map the first eight weeks for your business.