FSC Agentic Wealth Experience

Incubation.

We set out to define a 3-year vision. We shipped it all by Q2 2026.


Challenge

No roadmap. No prototype. No shared vision.

FSC Wealth had ambition but no tangible north star. Strategy decks gathered dust. Engineering had no clear picture of what they were building toward. Leadership needed proof the investment was worth making.


What I Did

Co-led the vision. Built the proof.

Before any code was written, I co-led the cross-functional research and strategy effort that defined the 3-year FSC Wealth vision. Then I made it tangible — alone, over a 4th of July weekend — with a prototype that turned a strategy deck into something people could touch, feel, and believe in.

Workshop

27 participants

Cross-functional future-casting across Design, PM, R&I, Engineering, Sales, Leadership, and customers. Experience mapping, How Might We framing, opportunity assessment.

Prototype

One weekend

6 products in one unified ecosystem. Run My Day, Client 360, Intelligent Householding, Performance Analytics, Meeting Center, Third-Party Data. One designer. One holiday weekend.

Film & Funding

6 script iterations

Vision film that reinvigorated the project, aligned the team, inspired leadership, and secured investment for the full ecosystem roadmap.

01
The Journey
From workshop whiteboard to funded production roadmap.

Key Decisions

What made the incubation land.


Results

Impact.

27 participants

Cross-functional workshop spanning Design, PM, R&I, Engineering, Sales, Leadership, and customers

6 products defined

Complete ecosystem architecture from one prototype weekend

Funding secured

Investment and engineering allocation for the full ecosystem roadmap

6 script iterations

Vision film that aligned a distributed organization

Q2 2026

3-year vision delivered 2 years ahead of schedule

Now in GA

Run My Day, Meeting Center, and Command Center shipping to production

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