Annuities · Local & private AI

Local and private AI for annuity practices

The appointment is where the substance of an annuity sale happens, and it gets recorded far more often than it gets reviewed. Summarizing those recordings is genuinely useful, for coaching and for documentation. It is also a client's complete financial picture, which is the argument for summarizing it on hardware the practice controls.

Start a buildIndustry overview
07Self-hosted inference · Retrieval on private data
Local & private AI07
Self-hosted inferenceRetrieval on private dataDe-identification
AnnuitiesIllustrative

Local & private AI models

Self-hosted inference, fine-tuning, retrieval on private data, and de-identification.

Local & private AI · AnnuitiesOne pairing of the matrix
Service
Local & private AI models
Industry
Annuities & retirement income
Covers
Annuity practices · Retirement income advisors · Seminar & webinar funnels · IMOs & FMOs
Architecture
Unchanged from every other vertical — only the breaks differ
Engagement
A defined build, or run under management

What usually breaks

Before anything gets built.

The same failures recur across annuities & retirement income. Strygon maps the specific system before proposing anything, but these are the ones worth checking for.

The long middle

Weeks pass between the first appointment and a placed contract. Interest cools in the gap, and nothing is scheduled to keep it warm.

Attribution decay

Platform reporting has dropped the click by the time the contract is written, so whatever touched last takes the credit.

Appointment leakage

Set appointments no-show, get rescheduled by text, and fall out of the pipeline with no stage built to catch them.

Recurring in annuitiesObserved pattern · the specific system still gets mapped

The approach

What Strygon does about it.

Local & private AI models, aimed at those failures specifically rather than at a generic checklist.

01Local & private AI
Appointment summaries produced locallyLocal & private AI
01
Part of the scoped build

Appointment summaries produced locally

Recordings are transcribed and summarized on self-hosted models, so a client's financial detail never leaves the practice's own infrastructure.

02Local & private AI
Notes drafted from what was saidLocal & private AI
02
Part of the scoped build

Notes drafted from what was said

Documentation is drafted from the transcript rather than reconstructed from memory a week later, with anything the model is unsure of left blank.

03Local & private AI
The boundary is architecturalLocal & private AI
03
Part of the scoped build

The boundary is architectural

A de-identification layer sits in front of every model call, so what can leave is limited by the system rather than by a rule someone is trusted to follow.

The approach for this pairingScoped in writing before work starts

What gets built

Concrete deliverables.

Everything in local & private ai models, applied to how annuities & retirement income actually runs.

All of local & private aiIndustry overview
Self-hosted / on-prem LLM and vision deployment
Fine-tuning, evaluation, and quantization pipelines
Retrieval (RAG) over private data
On-device and edge inference
De-identification and policy guardrails
In scopeScoped in writing before work starts

Also for this industry

Other parts of the same system.

CRM & automation
CRM & automation03
Pipeline architectureSpeed-to-lead
Applied hereIllustrative

CRM & automation infrastructure

A pipeline built for a two-day close will quietly lose a two-month one. The stages have to match a window measured in weeks.

Read the crm & automation read
Acquisition
Acquisition05
Paid search & socialLanding pages
Applied hereIllustrative

Acquisition

The ad platform has dropped the click by the time the contract places. Whatever touched last takes the credit, and budget follows the credit.

Read the acquisition read
Web & commerce
Web & commerce04
Next.js buildsCommerce
Applied hereIllustrative

Web & commerce

The registration page is the entire funnel in this vertical, and most of them are a form on a slow page with nothing behind it.

Read the web & commerce read

Start

Start with what’s broken.

Send the situation in a paragraph. Strygon comes back with a read on what’s likely wrong and what it would take to fix, before anyone talks about price.

Most builds start withleads dying in an inbox., three half-finished pipelines., follow-up nobody owns., numbers that never agree., four vendors blaming each other.

Or email hello@strygon.com

What to send
A paragraph. What broke, and where it shows up.
What comes back
A read on what is likely wrong and what fixing it takes.
Price
The last conversation, not the first