RadarContact.io · a Mindful Service

    When AI sweeps for answers, does your site paint?

    RadarContact is the naval term we borrow for the instant an AI answer engine pings your domain and receives a clear, trustworthy return — a bright pip on the sweep. No return, no citation. No citation, no customer. RadarContact.io is a free scan that tells you exactly how your site paints today, and what to fix so the next ping is unmistakable.

    Fleet log: current clients include members of the National Association of Insurance and Financial Advisors (NAIFA) Alabama branch. Over 127 RadarContacts have been delivered to this set of high-compliance, regulated clients.

    M · Motivation

    Buyers now ask AI first. If you don't paint, a competitor does.

    A · Ability

    Free scan. No tech work on your side. Drop-in files for your webmaster.

    P · Prompt

    Four fields. One business day. See yourself on the sweep.

    Figure 1 · RadarContact scope
    Live
    Strong return — citable
    Poor / no return — invisible
    Bright pips paint clearly. Red returns are faint or missing — the AI never sees them.
    Custom AI, engineered for your business

    Enterprise AI,
    built for your business.

    Mindfulware is a veteran-founded AI and machine learning engineering firm partnering with business owners and leadership teams across industries. We learn your operations, your data, and your regulatory reality, then engineer bespoke systems around them. Our deepest reference work is with financial advisors, HNW wealth advisors, and insurance brokerages — so if you operate in a compliance-heavy vertical, we already speak your language.

    Veteran-founded Global team 24/7 deliveryFounder's portfolio →
    SOC 2 & ISO 27001 aligned
    Enterprise security posture
    FINRA / SEC 17a-4 ready
    WORM recordkeeping built in
    You own the IP
    Models, prompts, and code
    Full auditability
    Every output logged & reviewable
    5
    Time Zones
    24/7
    Global Coverage
    USAF
    Veteran-Founded
    100%
    Custom-Built
    Who we serve

    Custom AI for the businesses that run the real economy.

    We build for business owners and operators who need AI engineered around their workflows, their data, and their regulatory reality. Our deepest reference work is with financial advisors, HNW (high net worth) wealth advisors, and insurance brokerages — proof that we can ship in the most compliance-sensitive corners of the market.

    Growing Businesses

    Owner-operated and mid-market companies using AI to scale operations without scaling headcount.

    Regulated Industries

    Finance, insurance, healthcare, and legal teams that need auditable, compliance-first AI systems.

    Financial & Insurance Advisors

    Our deepest reference vertical — advisors, HNW practices, and brokerages where we already speak the language.

    Enterprise & Compliance Teams

    Security, governance, and recordkeeping engineered in from day one — not bolted on after.

    Our Approach

    Engineering rigor, end to end.

    A disciplined process that de-risks delivery and produces systems your teams can trust in production.

    01

    Discover

    We immerse in your business, data, and constraints — defining the problem, success criteria, and the path to measurable impact.

    02

    Design

    Solution architecture, model selection, data strategy, and integration plan — reviewed against security, scale, and operational fit.

    03

    Engineer

    Senior engineers build the system in tight iterations: clean code, rigorous testing, and transparent progress against milestones.

    04

    Deploy & Support

    We ship to production and stand behind it — monitoring, tuning, and evolving the system as your business grows.

    How we engage

    Leave with an AI capability your team owns and your stakeholders have already cleared.

    Built for business owners and operators who need predictable scope and defensible outcomes — with the same rigor we apply for RIAs, National Association of Insurance and Financial Advisors (NAIFA) members, and insurance leaders. Current clients include members of the NAIFA Alabama branch, and over 127 RadarContacts have been delivered to this set of high-compliance, regulated clients. Founder-led, not an agency pod or a self-serve platform: you work directly with me, and the system, the IP, and the audit trail are yours. Start small, prove value, then scale on your terms.

    Phase 1

    Discovery Sprint

    2–3 weeks · fixed fee

    Most firms start here

    Two to three weeks from kickoff, you walk into your next leadership meeting knowing which AI use case to fund first, what it costs, and how it clears compliance. We map your book, data, carrier feeds, and compliance posture into a prioritized roadmap.

    • Working sessions with advisors, ops, and compliance
    • Data, CRM, and carrier-feed audit (Redtail, Wealthbox, AMS360, etc.)
    • Use-case shortlist scored by ROI, risk, and feasibility
    • Written roadmap with build-vs-buy recommendations
    Proven in

    The same audit-to-roadmap approach behind AdvisorListen, now live with the National Association of Insurance and Financial Advisors (NAIFA) Alabama.

    Phase 2

    Pilot Build

    6–10 weeks · scoped SOW

    One high-impact use case running in production inside your environment, ready to put in front of pilot advisors and your compliance officer in the same week. Engineered end-to-end, with suitability and recordkeeping baked in.

    • Bespoke model or workflow shipped to a pilot group
    • Integrated with your CRM, illustration tools, and carrier APIs
    • Compliance, audit logging, and reviewer workflows from day one
    • Advisor training, change management, and rollout playbook
    Proven in

    AdvisorListen runs a compliant, audit-logged daily intelligence brief in production today.

    Phase 3

    Ongoing Partnership

    Monthly retainer

    Your AI stack stays current as carriers, regulations, and your practice change, with a partner who is still there a year later. A dedicated engineering bench measured against your practice outcomes, not ticket counts.

    • SLA-backed support and monitoring across time zones
    • Model retraining, prompt tuning, and accuracy reviews
    • Roadmap planning aligned to AUM growth and new product lines
    • Quarterly business reviews with measurable practice outcomes
    Proven in

    A 26-year partner to UA Local 52, building and maintaining systems that stay in service.

    Not sure where to start? Most businesses begin with a Discovery Sprint so we can quantify impact before any build commitment.

    Post-launch · add-on

    AI Drift Review

    Once your site is finalized, AI answer engines keep changing how they read the web. We re-scan and re-score your site for AI visibility drift, then hand back an itemized remediation list your team or webmaster can action. Recommended cadence: every 6 months.

    $225/hr · 2-hour minimumFixed-scope re-score available on request
    Founder-led sprints

    Work one-on-one with the founder. Fully scoped. Never open-ended.

    Most advisor practices and brokerages don't need another vendor — they need a senior engineer in the room. Pick a sprint with a defined start, finish, and price agreed up front.

    • Fixed scope, fixed timeline, fixed price — no open-ended retainers
    • Direct collaboration with the founder, not a junior account team
    • Concrete artifacts at the end: roadmap, prototype, or shipped pilot

    1-Day Working Session

    Diagnose a single advisor or brokerage use case end-to-end and leave with an opinionated build plan.

    $2,500flat fee
    1 business day (remote) Bookable within 2 weeks
    Included
    • Pre-call intake form and async context review
    • Up to 6 hours of live working time with the founder
    • Written one-page recommendation (build, buy, or skip)
    • Reference architecture sketch for the chosen direction
    Not included
    • No code, prototypes, or data integrations
    • No vendor evaluation matrix or RFP authoring
    • No follow-on hours bundled in
    Most chosen

    2-Week Discovery Sprint

    A scoped audit of your book, data, and compliance posture that ends in a prioritized AI roadmap and a pilot proposal.

    $18,000fixed fee
    10 business days Typical start within 3 weeks
    Included
    • Stakeholder interviews with advisors, ops, and compliance
    • Data, CRM, and carrier-feed audit (read-only access)
    • Use-case shortlist scored by ROI, risk, and feasibility
    • Written roadmap + scoped SOW for the recommended pilot
    • Two readout sessions (mid-sprint and final)
    Not included
    • No production code or model training
    • No changes to live systems or client-facing tools
    • No compliance certification or legal opinion

    4-Week Prototype Sprint

    Build one working prototype against your real data — demo-ready for internal stakeholders and pilot users.

    $48,000fixed fee
    20 business days Typical start within 4 weeks
    Included
    • One use case engineered end-to-end (model, UI, and workflow)
    • Integration with one CRM and up to two carrier or data sources
    • Reviewer-in-the-loop, audit logging, and basic eval harness
    • Deployed in a sandbox tenant under your cloud account
    • Live demo, source code handover, and rollout recommendation
    Not included
    • No production rollout to client-facing channels
    • No SOC 2 / ISO certification work (posture, not audit)
    • No ongoing support — covered by separate retainer if desired
    At a glance

    Compare the three sprints side by side

    Dimension1-Day Working Session2-Week Discovery SprintMost chosen4-Week Prototype Sprint
    Best forPressure-testing a single idea or vendor pitchChoosing where to invest across many use casesProving one use case works on your real data
    Primary outcomeOne-page written recommendationPrioritized roadmap + scoped pilot SOWWorking prototype + source code handover
    Timeline1 business day10 business days20 business days
    Fixed price$2,500$18,000$48,000
    Founder timeUp to 6 hours liveLead engineer across the sprintLead engineer + hands-on build
    Your effort1 intake call + async context3–5 stakeholder interviews + data accessSandbox tenant, CRM + 1–2 data sources
    Data accessNone requiredRead-only audit accessSandbox / non-prod write access
    DeliverablesRecommendation + architecture sketchRoadmap, audit notes, pilot SOWPrototype, eval harness, demo, code
    Production rolloutNot includedNot includedNot included (separate engagement)
    Compliance certificationNot includedPosture review, not certificationPosture review, not certification
    Ongoing supportNot includedNot includedOptional retainer afterward
    Typical lead timeWithin 2 weeksWithin 3 weeksWithin 4 weeks

    Prices are USD, exclude applicable taxes, and are payable 50% at kickoff / 50% at delivery. Every sprint ends with a clear decision point — continue, hand off, or walk away. No auto-renewing scope.

    Have a different scope in mind?

    “Daniel and his organization do great work. Ask and he will deliver. My company has done business with Daniel for about 10 years with no disappointments. I highly recommend Daniel and his company!”

    Ken Lewis
    Vice President & Marketing Director, Life Insurance Company of Alabama (LICOA)
    LinkedIn recommendation, December 31, 2021 · View on LinkedIn
    About Mindfulware

    A senior engineering partner you can trust with the hard problems.

    Mindfulware was founded by a U.S. Air Force Computer Science Officer who understood that real enterprises require real engineering — not packaged answers to bespoke problems.

    Our global team spans five time zones, giving every engagement round-the-clock momentum. We engineer every solution from first principles, with the rigor enterprise software demands.

    The company has operated since 2009; the AI and machine learning practice launched in 2023.

    Veteran-founded discipline

    Founded by a U.S. Air Force Computer Science Officer who learned firsthand that one-size-fits-all software fails in the real world.

    Global delivery, 24/7

    A senior team distributed across five time zones provides round-the-clock progress, review, and response.

    Custom-engineered, always

    Every system is built from scratch to match your data, workflows, and constraints — never retrofitted from a template.

    FAQ

    What business leaders ask first.

    Straight answers on security, data handling, model customization, and compliance — the questions your CISO, legal team, and regulated partners will ask before signing. The examples lean on our advisor and brokerage work; the answers apply to any business.

    SOC 2 Type II aligned
    ISO 27001 aligned
    FINRA / SEC 17a-4 ready
    Deploys in your tenancy
    You own the IP
    Full audit logging
    Where does our client data live, and who can see it?
    By default, every engagement runs inside your tenancy — your cloud account (AWS, Azure, or GCP), your VPC, your CRM, and your carrier connections. We never pool client PII across customers, and access is scoped to a named engineering team under signed BAAs and NDAs. If you require an on-prem or sovereign deployment, that is a first-class option, not a custom upcharge.
    How do you handle PII, NPI, and HIPAA-class information?
    We treat NPI, PHI, and HNW client data as restricted by default. Standard controls include field-level encryption at rest, TLS 1.2+ in transit, tokenization of identifiers before they reach any model, role-based access with SSO/MFA, and full audit logging. For health-adjacent workflows (LTC, disability, life underwriting) we operate under HIPAA BAAs and minimum-necessary data principles.
    Do you train foundation models on our data?
    No. Your data is never used to train shared or third-party foundation models. When we fine-tune, we fine-tune private models inside your environment on your data, for your use only. When we use hosted LLMs, we use providers and endpoints that contractually disable training on inputs, and we route through a gateway that enforces this.
    How is a model 'custom-fit' to our practice?
    We start from your book, your products, and your voice — not a generic vertical template. That means ingesting your CRM (Redtail, Wealthbox, Salesforce FSC), AMS, illustration tools, carrier feeds, and historical correspondence; encoding your suitability rubric and house view; and tuning prompts, retrieval, and fine-tuned models against your own evaluation set. Every system ships with a reviewer-in-the-loop and a measurable accuracy bar agreed up front.
    How do you address FINRA, SEC, NAIC, and state insurance compliance?
    Compliance is engineered in, not bolted on. We support FINRA 17a-4 / SEC 17a-4 recordkeeping, NAIC Model #275 best-interest documentation, state suitability requirements, and books-and-records retention with WORM-compliant storage. Every AI-assisted output is logged with prompt, response, model version, and reviewer action so your compliance team can reconstruct any interaction.
    What about SOC 2, ISO 27001, and vendor due diligence?
    We deliver inside SOC 2 Type II and ISO 27001 aligned environments, and we routinely complete enterprise vendor security questionnaires (SIG, CAIQ, custom brokerage DDQs). We can provide architecture diagrams, data-flow maps, pen-test summaries, and sub-processor lists as part of onboarding.
    How do you prevent hallucinations on advice-adjacent outputs?
    We do not let raw LLM output reach a client. Advice-adjacent workflows use retrieval-grounded responses tied to your approved knowledge base, citation requirements, deterministic guardrails on numerical and regulatory claims, suitability checks, and a human reviewer step before anything is sent. We track factuality and refusal rates as first-class production metrics.
    Who owns the IP — the models, prompts, and code?
    You do. Custom models, fine-tunes, prompts, datasets, and source code produced under your SOW are your property, delivered with full documentation. We retain no residual rights to your data or domain-specific artifacts.
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