The Lab
What Would You Say You Do Here?
The articulation gap limits both your career and your AI effectiveness. A structured interview tool built for context engineering revealed something unexpected about self-knowledge.
Joel Lewis — Strategy & Product Executive
The hardest problems in WealthTech live at the seams.
Between product, strategy, and revenue — where an architecture decision becomes a P&L decision, and a roadmap call wins or loses the deal. That’s where I work.
Most organizations staff each function with specialists — experts within their domain, blind at the borders. The result is predictable: engineering builds what sales can’t sell, sales promises what engineering can’t ship, and strategy writes decks neither team recognizes. My career has been a deliberate practice in operating at those seams.
More about how I work →Latest Insights
On WealthTech strategy, product leadership, and the business of building.
The Onboarding Problem Is a Revenue Problem
Wealth management spends billions optimizing portfolios and basis points — then loses clients to a PDF intake form. The highest-leverage moment in the client relationship is the one nobody has redesigned.
The Best I Could Build in a Week
A week-long prototype proves the advisor desktop is the easy part — and the $5M infrastructure beneath it is the real constraint
The 5-Month and $5M Button
Why the real constraint on wealth management innovation is not the front end — it is everything beneath it
Selected Work
Products built to stay close to the craft — and to the customer.
Live
Advisor Desktop
A fully functional wealth management advisor desktop — household views, portfolio analytics, AI workflows — built in one week by one product leader.
Fintech Ai Product
Live
Client Onboarding
An LLM-driven conversational interview that replaces PDF intake forms with a 10-minute adaptive conversation — producing a structured financial profile, risk assessment, and draft IPS.
Fintech Ai Product
Live
Two Bobs
A conversational tool that turns your expertise into installable AI skills — no code, no prompt engineering.
Ai Astro Product
Live
Decent Investing
A free, jargon-free guide to building a strong financial foundation — for people who want a plan, not a pitch.
Fintech Content Astro
Live
Finance Skills
81 Claude Code skills covering investment management, compliance, trading, and advisory operations — open-source.
Fintech Ai Open Source
Live
Skill Library
41 agent skills across strategy, leadership, writing, and negotiation — distilled from 109 books.
Ai Open Source