Financial services
Onboarding, reconciliation, wire releases, and advisor operations, built for compliance review from day one: every action logged, each tool limited to its own data.
AI for product. Build the right thing first.
Agents read every ticket and call, rank what to build, and write the spec with the evidence attached.
An example ranked feedback: 1. statement download, 2. deposit status page, 3. advisor read-only role, evidence, sources, and a approve for planning step.
Three industries, one playbook.
One firm, three industries. Each gets a priced plan, a working system, and a log of everything it did.
Private equity
Put AI to work across portfolio companies without adding headcount: an assessment for each company, ranked by what each workflow is worth, and one team that builds and runs it.
Digital assets
Deposits explained from on-chain activity, partner research with the sources attached, and payment review notes prepared before the decision.
In your industry.
Financial services
A lender's borrower feedback ranked into the next three fixes to the intake flow, with quotes.
Private equity
A portfolio company's product requests ranked for the board pack, with the revenue behind each item.
Digital assets
A wallet team's deposit and withdrawal tickets ranked by frequency and revenue at risk.
The jobs it takes off your plate.
- 01
Turn feedback into a ranked list
Every ticket, call, and review ranked weekly, with the quotes behind each item.
Today: A product manager reads tickets for two days each quarter and still misses the pattern (example). - 02
Research the market and your customers
A current, sourced brief on your market and buyers, refreshed as things change.
Today: Competitor pages and customer interviews live in slides that go stale. - 03
Write specs the build team can act on
One spec per item: the goal, the user, the rules, and what waits for a person.
Today: Specs get rewritten three times because the goal and the rules were never in one place.
What it looks like in a week.
- Mon
Last week's tickets, calls, and reviews tagged and ranked
Done - Tue
Spec for the statement download request waiting on the product lead
Waiting - Wed
Research brief on competitor onboarding flows approved by Omar
Approved - Thu
Two requests conflict with a compliance rule: flagged for legal
Flagged - Fri
Spec for the deposit status page drafted with the ticket quotes
Drafted - Fri
Planning pack ready: top eight items with the evidence
Done
Your AI team for product.
Market and customer research
Keeps a sourced brief on your market and customers current, with a date on every claim.
Result · A clear, researched offer, with sourcesPlanning what to build
Ranks feedback every week and turns the top items into clear specs with the evidence attached.
Result · Specs the build team can act on, with the evidence
Want to see one run end to end?
Watch the demosPlugs into the tools you already use.
Customer list (CRM)
HubSpot, Salesforce, a spreadsheet
Files and documents
Google Drive, Dropbox
Team chat
Slack, Teams
Website traffic (analytics)
Google Analytics
How to start.
A one-week Assessment on the product job that leaks most, credited in full toward a Build Sprint within 30 days.
- 01 · Find it
AI Assessment
$1,500one week - 02 · Build it
AI Build Sprint
$5,000two weeks · flat
Not sure which step? Get a free opportunity report first.
Other departmentsCustomer serviceSalesMarketingSee all
Before you book a call.
01What does it need access to?
Read access to the support inbox, call notes, app reviews, and the planning tool. The agent reads and ranks; it does not change the roadmap.
02Does a person approve the plan?
Yes. The ranked list and each spec arrive with the quotes behind them, and the product lead approves, reorders, or cuts.
03How long until it runs?
One week for the Assessment and two weeks for the Build Sprint. The first planning pack is ready inside the Sprint.
04What happens when it ranks something wrong?
The evidence is attached, so a misread item is visible before anyone builds it. The list informs the plan; it does not decide it.
05What does it cost?
Prices are published: a $1,500 Assessment, a $5,000 Build Sprint, and AI Operations at $999 a month. The numbers in the examples above are not a quote.
Start with one function. Grow into the organization.
Begin with the job that costs the most each week.
- Free first call
- Start with the job that costs the most
- Every build plugs into the same playbook
Ground track · wherever our clients operate