Fintech Advisory: Data-First MVP that Surfaces Intelligent and Context-Aware Opportunities
Investment advisor with fragmented and time-heavy processes; rapidly scaling and needing a solution; teams is drowing in manual data work and needs data-aware automation. We built an internal tool to address all of that.
Impact Metrics
The Problem
"We waste hours per week manually assembling data, performing analysis, and building proposals. We need a solution that automates the data work and provides us what we need to make decisions and sell more"
Pain Points:
- •5 different data sources
- •Hours to transform data and build reports
- •All opportunities are manually identified
- •Not a system that can scale with the business
The Solution
Proposal & Opportunity Workbench
Core Features:
- •Unified portfolio data model
- •Automated opportunity detection
- •One-click analysis and reporting
- •MVP tool that saves time and can scale with the team
4-Week Build Sprint
Week 1: Data Modelling
Consolidated data sources and formats into consistent schema covering positions, cost basis, risk profiles, and strategy preferences. Established single source of truth through well-defined data models and transformations.
Week 2: Opportunity Engine
Built detection algorithms for rebalance triggers, strategy compliance, and intelligent recommendations.
Week 3: MVP & Analytics
Shipped internal tooling that automates the data work and provides the insights needed to make decisions and sell more
Week 4: Adoption & Training
Created advisor runbook for structured note entry. Trained team on using the system. Outlined next work.
Data Quality Transformation
Tech Stack
Data Pipeline
- File ingests → Postgres
- Lightweight Supabase backend with auth, storage and transformation functions
- Unified models and reporting frameworks
Front End
- Unified front end for data analysis and reporting
- Auth and security for the team
- Interactive charts, tables and opportunity cards
Engagement Model
Started with diagnostic to map opportunities, built the spine in 4 weeks, then moved to monthly build work for ongoing stewardship.
Ready for similar results?
Start with a Diagnostic to map your opportunity landscape and build a clear 90-day plan.