- Role
- Product Builder · AI & Automation
- Environment
- Spoko Finanse
- When / where
- 2026 — now · Poland
- 65+
- advisory rules digitised
- 35
- users
- Client case
- Applicable rules
- Document requirements
- Next operational step
Explanatory workflow, not a screenshot or a specification of the production architecture.
01 / Context
Context
Financial advisory brings clients, documents, lender requirements and adviser decisions into one transaction. Quick was built inside Spoko Finanse, alongside live operational work.
02 / Problem
Problem
A process that depends on memory changes with the person handling it. Lender-specific requirements, fragmented documents and manual coordination make the next step harder to see and easier to miss.
03 / Design premise
Design premise
The missing layer is executable operational logic. A generic CRM can hold a client record; the harder task is turning the rules of the transaction into the requirements for that particular case. This is the premise behind Quick.
04 / System
System
Quick translates 65+ advisory rules into dynamic document requirements and decision logic. The relevant output is a usable next step for the adviser, rather than another place to store information.
05 / Personal ownership
Personal ownership
Product construction, the translation of advisory rules into operational logic, and the automation of repetitive information flows. This case describes that scope; it does not attribute the entire brokerage operation to the product.
06 / Execution
Execution
The product was developed in the environment it serves, while real advisory workflows continued. The rule base and the document logic belong to the operational problem, rather than a demonstration built around fictional clients.
07 / Result
Result
Quick has 35 users and saves dozens of hours of repetitive work, as reported by its builder. Time savings are builder-reported; no weekly or monthly rate has been measured.
Evidence