Thomas Wittlinger-Product & AI Consultant for Sensitive Data, Reporting & Automation

Freelance work for a large German family office

Built and further developed a modular B2B SaaS platform for professional wealth management and family offices, alongside freelance delivery of production-ready AI, data management, and automation solutions for the wealth management sector.

• Developed an AI governance framework for regulated finance and asset management workflows, aligned with DORA, BaFin-related governance expectations, and data protection requirements, including role definitions, access levels, and decision rules.
• Designed an agentic system with a locally operated open-source language model, including Qwen2.5 via Ollama, for secure querying of an asset database through text-to-SQL-to-text workflows.
• Built AI-supported analysis and reporting capabilities that generate structured answers, tables, and charts from asset data, with domain validation through resolver logic and RAG elements.
• Developed production-grade data import workflows for financial service provider data from CSV, PDF, and API sources, including validation, plausibility checks, and reconciliation with existing asset data.
• Solved the asset matching problem without a cross-system primary key through multi-stage validation rules and human-in-the-loop approvals.

Results:

• Secured EUR 250,000 in SaaS revenue in 2024, exceeding the forecast by 20%.
• Acquired family office clients with EUR 1.6bn in assets under management.
• Reduced manual effort for the largest client by approx. 3 days per month through automated data import and reconciliation processes.
• Reduced operational error risk through structured data validation, multi-stage asset matching, and human-in-the-loop approvals.

Owned product strategy, platform modernization, and data-driven optimization of digital media products, with a focus on content, traffic, SEO, affiliate, ad revenue, and usage data.

• Built a data science team to consolidate, analyze, and visualize diverse data sources, including traffic, SEO, ad revenue, affiliate, content, user behavior, social media, and newsletters.
• Analyzed user flows to optimize user journeys, engagement, and revenue potential.
• Built Tableau-based dashboards and reporting structures for product, content, and monetization decisions.
• Developed a data-driven product comparison using the idealo database and editorial content, including monetization through affiliate models.

Results:

• Generated more than EUR 1m in new SaaS revenue in the first year through a discovery-led product rollout.
• Reduced effort by 2-3 person-years through a modular platform setup.
• Increased ad yield and user engagement through validated feature experiments and data-driven planning

Owned product growth, platform modernization, and operational management of high-traffic digital media products. Focus on CMS migration, editorial workflows, KPI steering, SEO, A/B testing, and cross-channel monetization.

Results: Market leadership in the women's segment; doubled digital revenues; improved operational efficiency through modernized platform and editorial processes.