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.
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.
Founded 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 Doug