What We Do
We combine product management consulting, AI integration, and process automation to help financial services companies ship products faster.
Turn ambiguity into a clear plan and a shippable product. We shape scope, align stakeholders, and keep delivery moving.
- Need to ship an MVP but don’t have a senior PM
- Roadmap and priorities keep changing
- Stakeholders aren’t aligned on “what good looks like”
- Delivery is slow because requirements are unclear
Apply AI where it actually helps – define the use case, data needs, risks, and path to production.
- You have AI ideas but no clear use case or ROI
- Data readiness is uncertain (quality, access, governance)
- You need an AI roadmap that fits compliance and security
- You want to move from prototype to production responsibly
Translate complex domain requirements into buildable specifications that engineers can ship—and stakeholders can sign off.
- Requirements are vague or constantly reinterpreted
- Compliance, risk, and business teams aren’t aligned
- You need clear user journeys, rules, and acceptance criteria
- Processes exist in people’s heads, not documentation
Automate repetitive operational work to reduce manual effort, errors, and cycle time – without breaking controls.
- Manual processing is slowing onboarding/operations
- High error rates from copy-paste workflows
- Teams are drowning in back-office tasks
- You need automation with auditability and fallback paths
Build and modernize secure, scalable web products for financial services—from MVP to production-ready platforms.
- MVP needs to become production-grade (security, reliability, performance)
- Frontend/backend delivery is blocked or fragmented
- Integrations (APIs, payments, data sources) are slowing the roadmap
- You need a build partner who can work with governance and constraints
De-risk delivery with clear ownership, tight execution, and real visibility – so projects don’t drift.
- Projects slip because no one owns timelines and dependencies
- Too many moving parts across teams/vendors
- Status is unclear until it’s too late
- Delivery needs structure without bureaucracy
Build reporting and analytics that support decisions—dashboards, metrics, and pipelines that stakeholders trust.
- Leadership lacks a single source of truth
- Reporting is manual, inconsistent, or slow
- KPIs exist but aren’t measurable or reliable
- You need operational visibility (performance, risk, conversion, churn)
Practical training for leaders and teams: how to scope AI work, avoid common pitfalls, and ship responsibly.
- Teams need a shared AI vocabulary and process
- Leadership wants realistic expectations and governance
- Product teams need frameworks for use cases and ROI
- You want training focused on execution, not hype
Ready to Ship Your Next Product?
Let’s discuss your challenge in a 30-minute consultation – no sales pitch, just solutions.