AI customer research for small teams isn’t about fancy enterprise tools or hiring consultants—it’s about extracting maximum signal from every customer interaction when you have 3 people doing the work of 30. Most founders with teams under 10 are sitting on goldmines of customer data in their Slack threads, support tickets, and sales calls, but
LLMs for financial research workflows promise to automate analyst tasks, cut research time by 80%, and deliver insights at scale—but most implementations fail because founders build features instead of workflows. This is the harsh reality we’ve discovered working with over 500 founders in the B2B fintech space. Picture a B2B fintech founder at $1.2M ARR