Financial services · AI to Grow Faster and Run Leaner

You Know the Workflow. Get It Live in Two Weeks.

Insurance, banking, wealth, fintech, and lending: one workflow live in two weeks, $5,000 flat. Growth, like lead gen and follow-up, or back-office work, like intake and paperwork. Built in Phoenix, with you in the room.

See a working demo before you commit. Or start with the $1,500 Workflow Diagnostic, credited in full toward the Sprint.

Built by a founder from

  • American Express
  • ZBD
  • Vanguard
  • Bank of America
  • Discover
  • Wells Fargo
  • Phoenix Wealth Builders
  • Stellar One
Meet the founder
$5,000 flat · Two weeks

What the AI Workflow Sprint delivers.

One workflow live in two weeks: growth (lead gen, speed-to-lead, follow-up) or back-office automation. Flat price.

  • The working workflow, connected to your CRM and systems
  • Human review where a mistake would be costly
  • Handover doc: how it runs, what to watch, who to call
  • 30 days of fixes and tweaks after go-live

Workflows we automate for financial services

  • Growth: lead generation, speed-to-lead, and renewal and referral follow-up
  • Efficiency: application intake and back-office work automated
How the Sprint works

Three steps from a slow workflow to one that runs itself.

  1. Diagnostic01

    Pick the workflow. Price the upside.

    One week, $1,500. We map where leads leak and follow-up stalls, estimate what it's worth, and write the build plan. Credited to the Sprint.

  2. Sprint02

    Build it. Put it in production.

    Two weeks, $5,000 flat. Connected to your CRM, with review steps where a mistake would cost a deal. Live with the people who use it.

  3. Run and extend03

    Keep it running. Pick the next one.

    30 days of fixes included. Then add Maintenance at $999/month, choose Engineering for the next workflow, or run it yourself with the handover doc.

Workflow patterns

The shapes of work a Sprint builds.

Eleven workflow patterns, across growth and back-office work. Bring something that doesn't match; the shape usually still applies.

Sales and marketing

Who you'll work with

You work directly with the person building it.

Santos Hernandez

Founder & CEO, desic

Phoenix · Chandler, AZ

Previously Stellar One, ZBD, American Express, Bank of America, Vanguard, Wells Fargo, Discover

Santos Hernandez founded desic and builds every Sprint. No account manager between you and the work.

Phoenix-based and hands-on. The person who scopes the workflow builds it and fixes it.

Direct answers

What to expect before you book.

One workflow live in two weeks for $5,000 flat: growth (lead gen, speed-to-lead, follow-up) or back-office automation. It comes connected to your CRM, with review steps where a mistake would be costly, a handover doc, and 30 days of fixes.

Landed here by mistake? See both ways to start with desic.