AI Product Consultant · with Prof. Dan Keating · Dec 2024 to Mar 2025
SixPoint AI
4Builds in one run
SixPoint · WerkWiseBrands shipped
The short version
An academic partnership with an AI-focused finance firm under Prof. Dan Keating. Built an AI lead-nurture sequence, a CRM for insurance agencies, and an AI-featured site, plus brand and marketing for SixPoint.AI and WerkWise.AI.
The full story
An academic partnership with an AI-focused finance firm, working under Professor Dan Keating from December 2024 to March 2025.
What I built
Four things, end to end:
- An AI-driven lead-nurture sequence
- A CRM tailored for insurance agencies
- A mini-site with AI features built in
- Brand and multi-channel marketing for SixPoint.AI and WerkWise.AI
What I took from it
Real AI applied to a real business, not a demo. Lead nurturing, CRM design, and AI-integrated sites are different problems, and shipping all four in one partnership sharpened how I move between data, system design, and the go-to-market side.
I worked alongside Ryan Lin and Professor Dan Keating, refining each deliverable and presenting the work to leadership.