We launched this product six months ago at @useorigin and have learned a lot in answering over 1,000,000 personal finance questions from our users. 1. For specific, repetitive use cases customers want purpose built features. Chat is an amazing accompaniment that enhances our experience, but when a user has a defined task (eg tracking or managing money), richer, deep features are much more useful. 2. Finance Chat is poweful to the extent you know what and how to ask. Simple queries (how much did I spend where) are more easily discovered and engaged with in product UI. The value of chat is in the complex and idiosyncratic. Equipping users with the tools to become power users in this way is critical. 3. The user doesn’t know what they don’t know. The killer feature is taking all known financial questions a user should be asking, turning that schema into proactive monitoring and telling the user exactly what financial opportunities exist in real time and allowing agentic execution of that opportunity. This requires the right combination of determinism, grounding and LLM to execute well and is my personal product focus at the moment.

Calling all product and design leaders! We are offering a $10,000 referral bonus if you introduce us to someone we end up hiring for one of the roles below. We are wrapping up our best year ever at @useorigin and are looking for exceptional people to join our team in Boston. At Origin we are building the first AI Native Financial Advisor. We grew our consumer base more than 10x this year, and we are looking for gritty, intellectually curious, and tenacious builders to help us grow into a national leader in financial services. We are now hiring for several key roles as we continue to build a world-class product organization: * VP of Product * Head of Product (2) * Principal Product Designer These are high-leverage roles that will shape the future of how millions of people manage their money. We are looking for people who are scrappy, curious, and energized by building something new. If that sounds like you or someone you know, I would love to talk.

We're now over 60,000 financial questions answered on @useorigin since we launched our AI advisor two weeks ago. Nothing better than seeing feedback like this