US-based product managers with 13+ years of product leadership, building AI automation for small and medium businesses.
We train teams at professional-services firms to use Claude on their real work, then set it up on the tasks they repeat every week, inside the tools they already use. Our clients are law firms, wealth management firms, marketing agencies and recruiting firms that already pay for Claude or ChatGPT and suspect they are getting a sliver of its value.
Adam spent 13+ years in product leadership across financial technology, software and enterprise companies, and built and managed $1B+ portfolios at financial institutions.
He now works in Claude full time. He trains owners and their teams to use it day to day, and sets it up on the recurring work that still gets done by hand.
13+ years leading products across financial technology, software and enterprise companies.
Built and managed $1B+ portfolios at financial institutions, where accuracy and sign-off are not optional.
Training teams on Claude and setting it up on the work they repeat, for firms in law, wealth management, marketing and recruiting.
The documents, templates and written instructions we create for your firm belong to your firm. Your Claude subscription and your other software stay under their own vendors’ terms, paid to them directly.
Meet us in a Claude 101 for your team, on the work they already do.
Free one-hour training for your team on Claude, the AI assistant made by Anthropic. A real training, not a pitch.
Prefer to talk first? Contact us and we will reply.