Public CatalystDesk service and product information.

Source: https://catalystdesk.ai/en/services/financial-ai-product-blueprint

[Services](/en/services)Product Blueprint

Scoped expert engagement

# Financial AI Product Blueprint

Define what to build, who it serves and how the first release will be judged.

[Request a Scoped Proposal](/en/contact?intent=proposal&service=financial-ai-product-blueprint)

Choose a starting scope

## Focus, Team or Extended.

Teams and independent builders turning a financial AI idea into a defined first release.

Focus

### $3,000 USD

Estimated 1–2 weeks

- One use case and one user group.
- Two working sessions.
- One initial workflow.

[Discuss Focus scope](/en/contact?intent=proposal&service=financial-ai-product-blueprint&tier=Focus)

Team

### $6,500 USD

Estimated 2–3 weeks

- Up to three candidate use cases and two user groups.
- Three working sessions.
- Prioritize one initial workflow and a phased roadmap.

[Discuss Team scope](/en/contact?intent=proposal&service=financial-ai-product-blueprint&tier=Team)

Extended

### $10,000 USD

Estimated 3–4 weeks

- Up to five candidate use cases and three user groups.
- Four working sessions.
- Compare opportunities and define up to two related initial workflows.
- Phased roadmap and stakeholder decision brief.

[Discuss Extended scope](/en/contact?intent=proposal&service=financial-ai-product-blueprint&tier=Extended)

Indicative fees in USD for the defined scope. Final scope, timing and commercial terms are confirmed in a statement of work. Estimated delivery periods begin after scope, usable inputs, authorized access and the kickoff payment are ready.

What you receive

## Work your team can review and use.

- Product brief defining the intended users and first-release outcome.
- Workflow maps and data, tool, human-decision and integration requirements.
- Prioritized development backlog and acceptance criteria.
- Unresolved assumptions and implementation sequence.
- Team and Extended: a phased roadmap. Extended: opportunity comparison and stakeholder decision brief.

Acceptance

### Define done before kickoff.

Review the agreed product brief, workflow maps, prioritized backlog and acceptance criteria against the statement of work, including documented assumptions and the next implementation decision.

Final deliverables, acceptance criteria, responsibilities and dates are agreed in the statement of work.

Client inputs

## What we need to begin.

- A named client owner and an account of the intended users and their needs.
- Available product, research and workflow documentation.

Scope and limits

## Keep the boundary clear.

- Each working session is up to 60 minutes. One consolidated document revision is included.
- External customer research, software implementation and detailed execution integration design are separately scoped.

Commercial details

## No surprises between scope and handover.

Fees exclude taxes and third-party costs such as data, model/API usage and cloud services. Providers and spending caps are agreed in advance. Changes to scope require written agreement.

[Read the Engagement Process](/en/how-we-work)

Start with the difficult part

## What does your financial AI need to get right?

Bring a non-confidential brief. We will explore fit, then define a bounded engagement together.

[Request a Scoped Proposal](/en/contact?intent=proposal)

Complimentary 30-minute fit discussion. No wallet or trading account required.