Unbiased AI leadership for insurance and financial service leaders
We help insurance and financial services leaders define AI strategy, establish governance, select implementation partners, and oversee enterprise transformation — completely independent of vendor bias
We are not an AI vendor or systems integrator. We are the trusted front door for enterprise AI transformation
Large-scale AI programs require an entire ecosystem to succeed. Gateway Partners orchestrates every layer — aligned strictly to your fiduciary interest:
- Strategy & Governance
- Engineers & Systems Integrators
- Security & Change Management
Decades of combined experience in capital markets, insurance, and corporate governance.
Trusted guidance across AI strategy, risk management, and enterprise transformation.
Zero junior hand-offs. Every single engagement is actively directed by senior partners.
End-to-end AI guidance for complex institutions
We support executives across the entire AI lifecycle — aligning strategy, governance, and partner execution with zero junior hand-offs.
Executive AI Strategy
Align leadership, define high-ROI enterprise use cases, and build a clear, risk-adjusted AI roadmap.
AI Governance & Risk
Establish policy frameworks, compliance guardrails, and risk protocols for safe enterprise adoption.
Underwriting & Claims AI
Deploy domain-specific AI to modernize risk assessment, automate intake, and accelerate claims processing.
Agentic Workflows
Design autonomous, multi-agent systems to streamline complex operations and back-office processes.
Ecosystem Orchestration
Evaluate, select, and manage the right tech vendors, models, and integrators without single-vendor bias.
Implementation Oversight
Provide independent program management to ensure technology partners deliver on time and on budget.
Insurance-first, with financial services fluency
Our primary focus is insurance and reinsurance. Our broader roots span capital markets, banking, and private capital — the sectors we've operated in for decades.
Insurance & Reinsurance
Modernizing underwriting, pricing, claims, and actuarial operations.
Banking
Operationalizing AI safely under strict supervisory expectations.
Asset Management
Driving investment engines, distribution intelligence, and operating leverage.
Broker-Dealers
Regulated market participants leveraging targeted AI for client experience, trading surveillance, and workflow automation in strict compliance environments.
Private Equity
PE sponsors and operating partners identifying AI upside during deal diligence and driving operational efficiency across the ownership lifecycle.
Family Offices & Boards
Principals, family offices, and independent directors seeking unbiased oversight, risk management, and strategic technology guidance.
Engineered for the enterprise — not built for the demo
Our practitioners have built, regulated, and scaled technology programs at systemically important institutions. We bring rigor rather than novelty, and independence rather than incentive.
Advisors who have already operated the seat you sit in
Gateway Partners is led by former operators, market makers, chief actuaries, independent directors, and technologists — with decades of experience across capital markets, insurance, and enterprise technology.
Partner-Led Engagements
No junior hand-offs. Every engagement is directly directed and executed by senior partners with real operational and board-level experience.
Vendor-Independent
Zero incentive bias. We accept no referral fees, commissions, or equity from tech vendors — keeping our guidance 100% aligned with your fiduciary interest.
Governance-First by Design
Audit-ready implementation. We integrate compliance, model auditability, and operational guardrails into your AI roadmap from day one, not as an afterthought.
Insurance Native
Deep operational fluency. We understand underwriting, actuarial science, and claims workflows from the inside out — avoiding generic solutions that fail in production.
How an engagement unfolds
Every client relationship follows a disciplined arc — from executive alignment to durable oversight — designed to build institutional capability, not dependency.
Executive Alignment
A structured working session with the board and C-suite to align ambition, risk tolerance, operational constraints, and core metrics for success.
Strategy & Governance
A practical, risk-adjusted AI roadmap tailored to your specific regulatory posture, operating model, and high-ROI value pools.
Partner Ecosystem Selection
Independent evaluation and selection of model providers, cloud infrastructure, systems integrators, and data partners — free from vendor bias.
Delivery & Program Oversight
Hands-on, partner-led governance across tech implementation, model validation, risk compliance, and real business outcome realization.
Led by senior operators, not career consultants
Michael J. Frank and Angelika Feng bring together capital markets governance, actuarial rigor, and enterprise AI execution — built on decades of leadership at systemically important institutions.
- Focus: Capital Markets, Governance & Enterprise AI Strategy
- Background: Founder of Gateway Partners (1995), evolving the firm from a high-scale market-making practice (balance sheet approaching $1B) and creator of the Gateway Trading System (GTS) into an enterprise advisory practice. Former AMEX/PHLX specialist, independent director, Qualified Financial Expert, and FINRA Arbitrator.
- Focus: Insurance Operations, Actuarial AI & Financial Strategy
- Background: Former CFO and Chief Actuary with over two decades of executive leadership across insurance and reinsurance — specializing in underwriting economics, capital management, and enterprise risk. MBA from The Wharton School and MIT Sloan Executive Education credential in AI: Implications for Business Strategy.
Begin a confidential conversation with our founding partners
Gateway Partners advises boards and executive teams of insurers, reinsurers, and financial institutions on AI strategy, governance, and enterprise transformation.