Playbook for Fintech

Advisory Intelligence is our answer to AI tools, automation frameworks, and GPT-powered advisors designed to help businesses run smarter. We offer specialized AI Agents trained on growth, product, and automation best practices — execution-ready and continuously updated with the latest tools and tactics.

We offer a library of AI Agents, including:

• Chief Advisor (end-to-end business strategy and execution)

• Chief Prompt Advisor (prompt OS optimization)

• Chief Automation Advisor (automation systems design and deployment)

Each advisor is custom-trained on growth, product, and automation best practices, continuously updated with the latest tools, tactics, and AI capabilities.

Whether you're a fintech founder, marketer, or product manager, this playbook is designed for you. It offers actionable, plug-and-play systems based on real work – from onboarding optimization to retention strategies – specifically tailored for MF, Stocks, F&O, and wealth management apps.

The Playbook for Fintech includes Client Case Studies (real work delivered with measurable results), Service Deep Dives (process frameworks and audit guides), and Experiment Logs (A/B test results and learnings). Visit our site or contact us to explore specific playbook modules tailored to your fintech vertical.

This playbook is built entirely on real, executed work – not theory. Every case study, framework, and experiment comes from actual fintech client engagements with measurable outcomes. It's specifically designed for MF, Stocks, F&O, and wealth management verticals, with proven strategies that have driven KYC conversions, first investments, and retention improvements.