Product Consulting
Strategic product roadmaps, requirements specifications, and competitive analysis tailored to fintech, trading platforms, and brokerage systems.
Expert guidance for digital brokerages, clearing firms, and fintech companies. With 20 years of experience at Charles Schwab, E*TRADE, and leading fintech startups, Sofrono delivers strategic product consulting, UX/UI design, and AI-driven workflow optimization.
Sofrono works best with B2B fintech companies and professional services firms where a single successful engagement delivers significant ROI.
Strategic product roadmaps, requirements specifications, and competitive analysis tailored to fintech, trading platforms, and brokerage systems.
User experience design for trading interfaces, clearing workflows, onboarding, advisor tools, and complex fintech applications.
End-to-end process review and AI-driven automation recommendations to improve efficiency across operations, client service, and product teams.
Design and implementation of AI agents, automation frameworks, and intelligent process optimization for modern fintech operations.
Is your website discoverable by AI assistants? Our specialized services help B2B companies become visible to ChatGPT, Claude, Perplexity, and other AI search tools.
10-category LLM discoverability assessment with implementation roadmap. Find out if AI assistants can discover and recommend your business.
Learn MoreFast 48-hour assessment for WordPress sites. Get a scorecard, plugin recommendations, and step-by-step fixes.
Learn MoreRule 2210 compliance analysis for broker-dealer and RIA marketing content. Get issues identified before they become problems.
Learn MoreFounded by Doug Miles, a fintech veteran with 20 years of experience across digital brokerage, clearing, and payments. Doug has held leadership roles at Charles Schwab, E*TRADE, OptionsHouse, and founded Phocuswright's Startup of the Year winner "youtip."
Deep expertise in mobile product development, advanced trading systems, clearing workflows, options and equities platforms, automation, risk management, and advisor tools.
Learn More About DougClaude Code plugins built to enhance AI-assisted development workflows. Available on the GitHub Marketplace.
Bridges GitHub Spec Kit with autonomous coding workflows. Transform specifications into optimized prompts for AI-driven implementation.
Rapid question-generation brainstorming methodology. Surface blind spots and challenge assumptions through structured divergent questioning.
SCAMPER innovation framework for systematic ideation. Explore improvement angles through Substitute, Combine, Adapt, Modify, Put to other uses, Eliminate, and Reverse.