InsteadSecure Plus Financial

90-day AI-Native Firm Transformation Pilot

Let's start in the right place. Who are you?

Both paths ask the same questions about one workflow. AI creates the hypothesis; Omar Garcia validates the diagnosis live.

For firm leaders + firm teams

I work at a firm

Complete the transformation intake before your coaching session with Omar. One workflow, one problem, in your own words.

5–7 minutes · 5 short steps

Start my firm intake

For Instead CSMs

I'm an Instead CSM nominating a firm

Nominate a firm for a transformation session. Same questions as the firm answers — fill in what you know, hand the rest to them.

2 minutes to nominate · finish the rest anytime

Nominate a case
Omar Garcia, Secure Plus Financial
“Don't trust the AI. Build a process you can trust, then layer AI into it intelligently.”
Omar Garcia — Secure Plus FinancialValidates the diagnosis live in your session