Tagged
ai
0 insights and 5 projects
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wealthtechsystems-thinkinggo-to-marketproduct-strategyleadershipapplied-aiplatform-architecturerevenue-operationsfintechaiproductcontentastroopen-sourcesveltecloudflaredocker
Projects
active
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
active
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
active
Two Bobs
A conversational tool that turns your expertise into installable AI skills — no code, no prompt engineering.
ai astro product
active
Finance Skills
81 Claude Code skills covering investment management, compliance, trading, and advisory operations — open-source.
fintech ai open-source
active
Skill Library
41 agent skills across strategy, leadership, writing, and negotiation — distilled from 109 books.
ai open-source