ProgrammableMarketing/oscilar.com (opens in a new tab)
PDF

Views

  • Plan
  • Roadmap
  • Research

On this page

  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 9
  • Big bets · 4
  • Wildcards · 3
  • How we can help
Generated Oct 26, 2026 2 views
  1. Programmable
  2. Playbooks
  3. Oscilar
Oscilar logo

growth playbook · Oct 26, 2026

oscilar.com (opens in a new tab)

Oscilar growth playbook

Diagnosis

Oscilar grew ARR 15x in 24 months and is now building an Agents business, with a new Sr. Director of Agents Growth, outbound for disputes, chargebacks and AML, international growth for LATAM and EMEA, brand, ABM, partnerships and a TAM team.

The site has the material (24 agent pages, a one-week POC promise, a strong POC criteria guide, three languages) but sends every agent visitor to one generic platform demo, has no agent case studies, and has no page for the disputes vertical outbound is selling.

This playbook turns the POC into an offer, routes and measures Agents demand, then builds agent proof, attach to the base, partners, regional proof and public benchmarks.

Growth Score

7/10

Biggest Opportunity

Sell agents as a one-week test on the buyer's own data, on top of their current system, and prove results with agent-specific stories and scorecards.

Biggest Risk

Sardine, Taktile and Unit21 all now call themselves agentic, so without measured agent results Oscilar's message blends into the field.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Turn the one-week agent proof of concept into an offer on all 24 agent pages

    Write the POC page from the FAQ answer and the criteria article.

    High impact First result in 1 month
  2. 2

    Build a disputes and chargebacks page before outbound starts selling that vertical

    Outline the page from the first-party fraud and case management pages.

    High impact First result in 1 month
  3. 3

    Route every agent-page demo request to the Agents team with the agent already filled in

    Add the agent name as a hidden field on the demo form.

    High impact First result in 2 weeks

02

Your idea portfolio

22 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 8 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 11Fill-ins · 3Reconsider · 5
Effort →

Showing 22 of 22 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Oscilar's Agent Hub FAQ says a proof of concept "typically runs within one week against your historical data with pre-agreed success criteria", and that agents can run "as a standalone layer on top of your existing stack". Its blog has a thorough guide to POC acceptance criteria. Yet none of the 24 agent pages offers that proof of concept: every button goes to one generic demo page about the whole platform, and the POC guide ends with "Schedule a demo". A BSA officer reading the SAR Narrative Creation page, who could test it on last quarter's cases without replacing anything, is asked for a platform demo instead. The new Agents growth leader is asked to find where the funnel is stuck, from meetings to POVs.

    High impactLow effort First result in 1 month Sr. Director of Agents Growth

    First action

    Write the POC page from the FAQ answer and the criteria article.

    How to measure it

    Agent POC requests per month

    Now
    –
    Target
    15
    By
    90 days

    Steps

    1. 1

      Baseline

      Demo requests from agent pages last quarter and how many became POVs.

      Sr. Director of Agents Growth 2 days

    2. 2

      Write the offer

      Inputs, outputs, timeline and exit criteria on one page.

      Sr. Director of Agents Growth 3 days

    3. 3

      Turn the article into a worksheet

      A fillable criteria sheet from the POC guide, gated by email.

      Product Marketing 2 days

    4. 4

      Build the form

      Agent, alert volume, current system; routed to the Agents team.

      Growth Engineer 2 days

    5. 5

      Swap the buttons

      "Start a one-week POC" on all 24 agent pages in English, Spanish and Portuguese.

      Growth Engineer 2 days

    6. 6

      Promote

      Outbound and ABM plays that lead with the POC, not the demo.

      Growth Manager, Outbound 2 weeks

    7. 7

      Review weekly

      Requests, POCs started, POCs passed and closed.

      Sr. Director of Agents Growth weekly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Sr. Director of Agents Growth

    Smallest test

    Put the POC button on the five compliance agent pages for a month and compare against the demo button.

    Why it works

    Create a "One-week agent proof of concept" page and put it on every agent page as the main button: what you send (a sample of historical alerts with your analysts' dispositions), what you get back in a week (agreement rate, review time, evidence quality), and a criteria worksheet built from the blog article that both sides sign. The request form asks which agent, alert volume and current monitoring system, and routes straight to the Agents team. Keep "See a Product Tour" for early researchers.

    A named, time-boxed test with the buyer's own data is a smaller ask than a platform demo, fits buyers who will not rip out their current system, and turns the strongest agent content into pipeline.

    Ready to use

    ChecklistAgent POC page contents

    [ ] Which agents qualify
    [ ] What you send: historical alerts with analyst dispositions
    [ ] What you get in a week: agreement rate, review time, evidence quality
    [ ] Criteria worksheet both sides sign before the start
    [ ] Runs on top of your current monitoring system
    [ ] Request form: agent, volume, current system, sponsor
    [ ] Spanish and Portuguese versions

    Risks and how to handle them

    • POC load on solutions engineers

      Qualify on alert volume and a named executive sponsor, as the criteria article advises.

    • Buyers who want the platform

      Keep the platform demo one click away.

    Evidence

    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
    • Your websiteAgent pages, e.g. SAR Narrative Creation: the buttons are "Request a Demo" and "See a Product Tour", and all 11 demo links go to the same /demo page, whose description is "See Oscilar's AI-native risk decisioning platform live. Unify fraud, AML and credit on one real-time system with no-code workflows." No agent page offers the one-week proof of concept, shows a customer result or asks which agent the visitor wants.Source
    • Your websiteBlog, "Acceptance Criteria for an AI Risk Agent Proof of Concept" (September 21, 2026): "Three things belong in writing before the start date: a fixed timeline, success criteria both sides signed, and an executive who has already said that meeting them means proceeding"; "There is no published benchmark for agent acceptance thresholds". It ends with "Schedule a demo"; there is no worksheet to download and no way to request the proof of concept. Related agent content: posts on evaluating agents, agents on an existing risk stack and build vs buy, a build-vs-buy webinar and an "agents in AML" ebook.Source
    • HiringSr. Director of Agents Growth (posted October 23, 2026): "Our AI Agents for fraud and risk management are one of the fastest-moving parts of the business"; Oscilar has "15x ARR growth in the past 24 months". The role will "Diagnose where the Agents funnel is stuck (awareness, meetings, POVs, conversion, expansion)", bring "a business owner's view to pricing, packaging, freemium and POV programs, and attach strategy", run "attach motions in the existing pipeline" and "Build the programs that turn early customers into references, case studies, and expansion". Six-month success includes "Strong customer proof: references, case studies, and expansion across the Agents portfolio."Source
    • Your websiteCustomers page: 13 case studies, e.g. "How Nuvei Cut Manual Underwriting Time by 50%", "How SoFi Drives Performance With Risk Decisioning", "How Dibsy Cut Manual Reviews by 50%", "How Coast Cut Manual Review Time by 75%", "How TransPecos Banks Modernized Compliance"; none of the stories or quotes on the page mentions agents. Oscilar is shown as a G2 Leader.Source
  • 02

    Outbound is hired for three new verticals, including "Disputes & Chargebacks", but Oscilar has 19 solution pages and none for disputes or chargebacks; the topic appears only in two blog posts. Prospects who click through from a sequence find nothing that matches the email.

    High impactLow effort First result in 1 month Growth Manager

    First action

    Outline the page from the first-party fraud and case management pages.

    How to measure it

    Disputes-vertical meetings

    Now
    –
    Target
    10 a month
    By
    90 days

    Steps

    1. 1

      Outline

      Use cases, agents and proof.

      Product Marketing 2 days

    2. 2

      Write and design

      In Framer from the solution template.

      Product Marketing 1 week

    3. 3

      Link the blog

      Both chargeback posts to the page.

      Growth Engineer 1 hour

    4. 4

      Translate

      Spanish and Portuguese.

      Growth Manager, International (LATAM & EMEA) 1 week

    5. 5

      Point sequences

      All disputes outbound.

      Growth Manager, Outbound 1 day

    6. 6

      Measure

      Visits, replies and meetings by sequence.

      Growth Manager, Outbound weekly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Growth Manager, Outbound

    Smallest test

    Publish a one-section page and use it in one sequence.

    Why it works

    Publish a disputes and chargebacks solution page (first-party fraud, friendly fraud, evidence gathering, reason-code handling, case management) with the agents that apply, link the two blog posts to it, and translate it. Point every disputes sequence at it.

    Outbound converts better when the landing page repeats the pitch, and the page also captures search demand the blog already attracts.

    Risks and how to handle them

    • Thin proof for a new vertical

      Use one anonymous customer result or a worked example.

    Evidence

    • HiringGrowth Manager, Outbound (US remote): owns outbound for "Oscilar's newest and highest-potential best-fit customer profile verticals - Fraud, Disputes & Chargebacks, and AML/Compliance", with email, cold call, LinkedIn and direct mail, and a stack of "AI agents and Claude ... alongside tools like Clay, Outreach, HeyReach, and Nooks".Source
    • Your websiteSitemaps (checked October 23, 2026): 506 English URLs with Spanish (493) and Portuguese (493) versions and hreflang tags. The 19 solution pages cover onboarding, credit, fraud, AML and case management; none covers disputes or chargebacks, which appear only in two blog posts ("chargeback reason codes explained", "best chargeback management software").Source
    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
  • 03

    All demo links on the agent pages go to the same /demo form, so a request from the AML L1 Review page looks the same as one from the homepage. The Agents leader needs to see Agents demand on its own, and the Growth Engineer is hired to build routing and attribution.

    High impactLow effort First result in 2 weeks Growth Engineer

    First action

    Add the agent name as a hidden field on the demo form.

    How to measure it

    Agent-tagged opportunities

    Now
    –
    Target
    All agent-page leads tagged
    By
    30 days

    Steps

    1. 1

      Add hidden fields

      Agent and source page.

      Growth Engineer 1 day

    2. 2

      Tag in CRM

      Agents lead source.

      Growth Engineer 1 day

    3. 3

      Route

      To the Agents team and BDR.

      Growth Engineer 1 day

    4. 4

      Follow-up email

      One per agent group.

      Product Marketing 2 days

    5. 5

      Dashboard

      Agents funnel by stage.

      Growth Engineer 2 days

    6. 6

      Review

      Weekly with the Agents leader.

      Sr. Director of Agents Growth weekly

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Growth Engineer

    Smallest test

    Tag one agent page today.

    Why it works

    Pass the agent name and page into the demo form, tag those leads "Agents" in Salesforce and HubSpot, route them to the Agents team and send a follow-up about that agent. Report Agents pipeline as its own line.

    Buyers get a relevant first call, and the business can finally measure the Agents funnel it is asked to fix.

    Risks and how to handle them

    • Misrouted multi-product buyers

      Copy the platform AE on Agents leads.

    Evidence

    • Your websiteAgent pages, e.g. SAR Narrative Creation: the buttons are "Request a Demo" and "See a Product Tour", and all 11 demo links go to the same /demo page, whose description is "See Oscilar's AI-native risk decisioning platform live. Unify fraud, AML and credit on one real-time system with no-code workflows." No agent page offers the one-week proof of concept, shows a customer result or asks which agent the visitor wants.Source
    • HiringSr. Director of Agents Growth (posted October 23, 2026): "Our AI Agents for fraud and risk management are one of the fastest-moving parts of the business"; Oscilar has "15x ARR growth in the past 24 months". The role will "Diagnose where the Agents funnel is stuck (awareness, meetings, POVs, conversion, expansion)", bring "a business owner's view to pricing, packaging, freemium and POV programs, and attach strategy", run "attach motions in the existing pipeline" and "Build the programs that turn early customers into references, case studies, and expansion". Six-month success includes "Strong customer proof: references, case studies, and expansion across the Agents portfolio."Source
    • HiringAccount-based growth: a Sr. Growth Manager, ABM & Enterprise owns "the ABM & enterprise marketing budget and strategy end-to-end" across "outbound email, direct mail, events, and webinars" and builds "account intelligence from incomplete data: research, intent signals, relationship mapping"; a Founding Growth Engineer builds systems to "identify high-propensity accounts", "Intent signal ingestion and propensity modeling" and "Attribution and measurement systems".Source
  • 04

    The Agent Hub says a manual review typically takes 15-20 minutes and agents take milliseconds, with every decision still confirmed by an analyst. Buyers have to do the business case themselves.

    Medium impactLow effort First result in 1 month Product Marketing

    First action

    Agree the formula and conservative ranges.

    How to measure it

    Calculator to POC request rate

    Now
    –
    Target
    15%
    By
    90 days

    Steps

    1. 1

      Agree math

      Ranges, not a single figure.

      Product Marketing 2 days

    2. 2

      Build

      Framer component.

      Growth Engineer 3 days

    3. 3

      PDF output

      For budget owners.

      Growth Engineer 2 days

    4. 4

      Connect

      Prefill the POC form.

      Growth Engineer 1 day

    5. 5

      Promote

      In outbound and ABM.

      Growth Manager, Outbound ongoing

    6. 6

      Review

      Inputs entered vs deals.

      Sr. Director of Agents Growth monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Product Marketing

    Smallest test

    Put a static example table on the hub first.

    Why it works

    Add a calculator: alerts per month, minutes per review, analyst cost and the share an agent can pre-work, giving hours and cost freed with ranges. Offer the result as a PDF for the buyer's budget meeting and pass it to the POC form.

    A number the buyer typed in becomes their internal case, and it shortens the path from interest to POC.

    Risks and how to handle them

    • Overpromised savings

      Show ranges and keep human review in every figure.

    Evidence

    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
    • HiringSr. Director of Agents Growth (posted October 23, 2026): "Our AI Agents for fraud and risk management are one of the fastest-moving parts of the business"; Oscilar has "15x ARR growth in the past 24 months". The role will "Diagnose where the Agents funnel is stuck (awareness, meetings, POVs, conversion, expansion)", bring "a business owner's view to pricing, packaging, freemium and POV programs, and attach strategy", run "attach motions in the existing pipeline" and "Build the programs that turn early customers into references, case studies, and expansion". Six-month success includes "Strong customer proof: references, case studies, and expansion across the Agents portfolio."Source
  • 05

    The homepage headline is "AI agents for every risk decision" and Oscilar calls itself the Agentic Risk Platform, but the title and description in search results still say "AI Risk Decisioning Platform ... unifying fraud, credit, and compliance". Rivals now put "agentic" in their own titles.

    Medium impactLow effort First result in 2 weeks Sr. Manager/Director

    First action

    Rewrite the homepage title and description.

    How to measure it

    Search click-through

    Now
    –
    Target
    +10%
    By
    60 days

    Steps

    1. 1

      Rewrite homepage

      Title and description.

      Sr. Manager/Director, Brand Marketing 1 hour

    2. 2

      Rewrite hub and platform

      Same message.

      Sr. Manager/Director, Brand Marketing 1 hour

    3. 3

      Translate

      Spanish and Portuguese.

      Growth Manager, International (LATAM & EMEA) 1 day

    4. 4

      Audit top pages

      Top 20 by traffic.

      Growth Engineer 1 day

    5. 5

      Fix

      Titles and descriptions.

      Product Marketing 2 days

    6. 6

      Measure

      Search Console.

      Growth Engineer monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Sr. Manager/Director, Brand Marketing

    Smallest test

    Change the homepage title today.

    Why it works

    Rewrite the homepage, Agent Hub and platform titles and descriptions around agents for fraud, credit, onboarding and AML with one proof point (45% fewer false positives), in all three languages. Check the top 20 pages for the same gap.

    Search results are the first impression for most buyers; matching them to the page lifts clicks and keeps the message consistent.

    Risks and how to handle them

    • Losing "risk decisioning" searches

      Keep the phrase in the description.

    Evidence

    • Your websiteHomepage: H1 "AI agents for every risk decision" and "Oscilar is the Agentic Risk Platform for financial institutions", with "45% fewer false positives, 5x faster policy deployment, 3x faster case resolution". The page title and meta description, which search results show, still say "AI Risk Decisioning Platform for Fintechs & Banks" and "the AI-native risk decisioning platform unifying fraud, credit, and compliance".Source
    • Competitor researchRivals' own homepages now use the same words: Sardine, "The agentic risk platform for fighting financial crime"; Taktile, "The Agentic Decision Platform for Banking and Insurance"; Unit21, "Agentic AI Platform for Fraud & AML Operations" with "AI agents doing the work".Source
    • Your websiteSitemaps (checked October 23, 2026): 506 English URLs with Spanish (493) and Portuguese (493) versions and hreflang tags. The 19 solution pages cover onboarding, credit, fraud, AML and case management; none covers disputes or chargebacks, which appear only in two blog posts ("chargeback reason codes explained", "best chargeback management software").Source
  • 06

    Real Chrome visitors see main content in 1.3 s and almost no layout shift, but interactions take 235 ms, over the 200 ms "good" limit. Heavy pages such as the Agent Hub with its filters and three-language menus are the likely cause.

    Medium impactMedium effort First result in 2 months Growth Engineer

    First action

    Record the slowest interactions on the Agent Hub.

    How to measure it

    INP for real visitors

    Now
    –
    Target
    Under 200 ms
    By
    90 days

    Steps

    1. 1

      Profile

      Top five pages.

      Growth Engineer 2 days

    2. 2

      Trim tags

      Unused tag-manager tags.

      Growth Engineer 1 day

    3. 3

      Defer scripts

      Chat and analytics.

      Growth Engineer 2 days

    4. 4

      Simplify components

      Filters and menus.

      Growth Engineer 1 week

    5. 5

      Retest

      PageSpeed and field data.

      Growth Engineer 1 day

    6. 6

      Monitor

      Monthly.

      Growth Engineer monthly

    First result
    2 months
    Cost
    Staff time only
    Owner
    Growth Engineer

    Smallest test

    Remove one unused tag and retest.

    Why it works

    Profile the slowest interactions (menus, language switcher, agent filters, forms), defer non-essential scripts and tag-manager tags, and simplify heavy components. Recheck the Chrome UX Report monthly.

    Responsive pages keep buyers browsing and filling forms, and Core Web Vitals feed search ranking.

    Risks and how to handle them

    • Framer limits

      Replace the heaviest component with a lighter one.

    Evidence

    • PageSpeed testChrome UX Report (real visitors, October 2026): main content appears in 1.3 s at the 75th percentile and layout shift is 0.02 (both good), but interactions take 235 ms, above Google's 200 ms "good" limit for responsiveness.Source
    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source

This quarter 9

The core plays for the next three months.

  • 07

    Every case study and quote on the customers page is about underwriting, manual review or model deployment; none mentions agents. The Agents leader's six-month goal is "Strong customer proof: references, case studies".

    High impactMedium effort First result in 2 quarters Sr. Director of Agents Growth

    First action

    List customers live on agents and pick three.

    How to measure it

    Agent case studies

    Now
    –
    Target
    3
    By
    2 quarters

    Steps

    1. 1

      Pick customers

      One per agent group.

      TAM Director 2 weeks

    2. 2

      Measure

      Before and after.

      TAM Director 1 month

    3. 3

      Interview

      Users and sponsors.

      Product Marketing 2 weeks

    4. 4

      Write

      Stories with numbers.

      Product Marketing 2 weeks

    5. 5

      Approve

      Customer sign-off.

      Sr. Director of Agents Growth 1 month

    6. 6

      Use

      Agent pages, outbound, ABM.

      Growth Manager, Outbound ongoing

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Sr. Director of Agents Growth

    Smallest test

    Write one anonymous agent story this month.

    Why it works

    Pick three customers using agents (one AML, one fraud, one onboarding), measure before and after (review time, agreement with analysts, backlog), and publish stories with numbers. Put them on the agent pages and the POC page.

    In a field where every rival says "agentic", measured customer results are the difference buyers can check.

    Risks and how to handle them

    • Banks will not be named

      Publish anonymous stories by institution type.

    Evidence

    • Your websiteCustomers page: 13 case studies, e.g. "How Nuvei Cut Manual Underwriting Time by 50%", "How SoFi Drives Performance With Risk Decisioning", "How Dibsy Cut Manual Reviews by 50%", "How Coast Cut Manual Review Time by 75%", "How TransPecos Banks Modernized Compliance"; none of the stories or quotes on the page mentions agents. Oscilar is shown as a G2 Leader.Source
    • HiringSr. Director of Agents Growth (posted October 23, 2026): "Our AI Agents for fraud and risk management are one of the fastest-moving parts of the business"; Oscilar has "15x ARR growth in the past 24 months". The role will "Diagnose where the Agents funnel is stuck (awareness, meetings, POVs, conversion, expansion)", bring "a business owner's view to pricing, packaging, freemium and POV programs, and attach strategy", run "attach motions in the existing pipeline" and "Build the programs that turn early customers into references, case studies, and expansion". Six-month success includes "Strong customer proof: references, case studies, and expansion across the Agents portfolio."Source
    • Competitor researchRivals' own homepages now use the same words: Sardine, "The agentic risk platform for fighting financial crime"; Taktile, "The Agentic Decision Platform for Banking and Insurance"; Unit21, "Agentic AI Platform for Fraud & AML Operations" with "AI agents doing the work".Source
  • 08

    Agents can run as a standalone layer on an existing stack, and Oscilar already has comparison pages for legacy AML vendors such as Verafin and Abrigo. Many banks will not replace a monitoring system mid-contract, but would test agents on its alert queue.

    High impactMedium effort First result in 2 quarters Sr. Growth Manager

    First action

    Build the first list of 50 accounts.

    How to measure it

    ABM agent POCs

    Now
    –
    Target
    8 a quarter
    By
    2 quarters

    Steps

    1. 1

      Build signals

      Technology and intent data.

      Growth Engineer 2 weeks

    2. 2

      List accounts

      50 priority accounts.

      Sr. Growth Manager, ABM & Enterprise 1 week

    3. 3

      Write plays

      Backlog-first messaging.

      Sr. Growth Manager, ABM & Enterprise 1 week

    4. 4

      Direct mail

      POC criteria worksheet.

      Sr. Growth Manager, ABM & Enterprise 1 month

    5. 5

      Executive dinner

      BSA and fraud leaders.

      Sr. Growth Manager, ABM & Enterprise quarterly

    6. 6

      Measure

      POCs and expansion.

      Sr. Director of Agents Growth monthly

    First result
    2 quarters
    Cost
    ABM budget
    Owner
    Sr. Growth Manager, ABM & Enterprise

    Smallest test

    Run the play on ten accounts.

    Why it works

    Use intent and technology signals to list institutions on legacy monitoring, offer the one-week POC on their own alert backlog, and run direct mail and executive events around "clear your L1 backlog without replacing your system".

    It turns a long platform sale into a short agent sale, with the platform as the later expansion.

    Risks and how to handle them

    • Agents seen as a stopgap

      Plan the platform conversation for month six.

    Evidence

    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
    • Your websiteTwelve comparison pages (/lp/oscilar-vs-provenir, -taktile, -sardine, -seon, -hawk, -verafin, -abrigo, -complyadvantage, -datavisor, -zestai, -gdslink, -bretton) plus build-or-buy. The Sardine page is pitched on the platform for "credit teams" (workflow editing, decisions "in under 100ms", backtesting) with "Grab a demo and choose your gift", not on the agents.Source
    • HiringAccount-based growth: a Sr. Growth Manager, ABM & Enterprise owns "the ABM & enterprise marketing budget and strategy end-to-end" across "outbound email, direct mail, events, and webinars" and builds "account intelligence from incomplete data: research, intent signals, relationship mapping"; a Founding Growth Engineer builds systems to "identify high-propensity accounts", "Intent signal ingestion and propensity modeling" and "Attribution and measurement systems".Source
    • HiringSr. Director of Agents Growth (posted October 23, 2026): "Our AI Agents for fraud and risk management are one of the fastest-moving parts of the business"; Oscilar has "15x ARR growth in the past 24 months". The role will "Diagnose where the Agents funnel is stuck (awareness, meetings, POVs, conversion, expansion)", bring "a business owner's view to pricing, packaging, freemium and POV programs, and attach strategy", run "attach motions in the existing pipeline" and "Build the programs that turn early customers into references, case studies, and expansion". Six-month success includes "Strong customer proof: references, case studies, and expansion across the Agents portfolio."Source
  • 09

    The international growth role starts "from zero" in LATAM, Oscilar already has full Spanish and Portuguese sites, a new LATAM general manager and customers praising it across Brazil, Mexico and Colombia. What the regional pages lack is regional proof.

    High impactMedium effort First result in 2 quarters Growth Manager

    First action

    Pick two LATAM customers for stories.

    How to measure it

    LATAM opportunities

    Now
    –
    Target
    15
    By
    2 quarters

    Steps

    1. 1

      Pick stories

      Two LATAM customers.

      Growth Manager, International (LATAM & EMEA) 2 weeks

    2. 2

      Write pages

      Payment-rail fraud by country.

      Growth Manager, International (LATAM & EMEA) 1 month

    3. 3

      Webinars

      Spanish and Portuguese.

      Growth Manager, International (LATAM & EMEA) monthly

    4. 4

      Ads

      Google and Meta to regional pages.

      Growth Manager, International (LATAM & EMEA) 1 month

    5. 5

      Events

      Regional banking conferences.

      Growth Manager, International (LATAM & EMEA) quarterly

    6. 6

      Hand to sales

      Bilingual AE in Miami.

      Enterprise Account Executive (Southeast + Mexico) ongoing

    First result
    2 quarters
    Cost
    Regional budget
    Owner
    Growth Manager, International (LATAM & EMEA)

    Smallest test

    Publish one Spanish case study.

    Why it works

    Publish two LATAM case studies (Clara and one more), regional pages on local payment-rail fraud (Pix in Brazil, SPEI in Mexico) and agent use in Spanish and Portuguese, and run regional webinars with the general manager and the data partner in Brazil.

    Local buyers need local examples, and the translated site makes the content cheap to reach them.

    Risks and how to handle them

    • Regulatory nuance

      Have regional compliance experts review each page.

    Evidence

    • HiringFounding Growth Manager, International (LATAM & EMEA): "launch Oscilar's presence across Latin America and EMEA from zero", "in markets where we have no existing footprint"; "Spanish or Portuguese strongly preferred"; localize "tone, language, compliance nuances"; run Google and Meta ads, Framer landing pages, regional webinars, events and local partnerships. An Enterprise Account Executive (posted October 8, 2026) covers "the Southeast, Mexico, Peru, and Columbia", based in Miami, "Bilingual (English/Spanish) required".Source
    • Your websiteLATAM signals: the Spanish site carries a banner announcing a former Santander chief operating officer joining as general manager for LATAM; there are FEBRABAN TECH conference pages; Clara (B2B spend management) is a case study; a customer quote on /customers praises the platform "whether we're operating in Brazil, Mexico, or Colombia".Source
    • Your websiteSitemaps (checked October 23, 2026): 506 English URLs with Spanish (493) and Portuguese (493) versions and hreflang tags. The 19 solution pages cover onboarding, credit, fraud, AML and case management; none covers disputes or chargebacks, which appear only in two blog posts ("chargeback reason codes explained", "best chargeback management software").Source
    • Your websitePartner assets: a marketplace of 174 data-provider pages (e.g. Argyle, Atomic, Baselayer, Carfax), a referral partner page, a joint webinar with Markaaz and a blog post on a BigDataCorp partnership in Brazil.Source
  • 10

    Oscilar is trusted by 100+ fintechs and financial institutions, and the Agents role names "attach motions in the existing pipeline". Existing customers already run their data through Oscilar, so an agent needs no integration.

    High impactMedium effort First result in 1 quarter TAM Director

    First action

    Score the top 30 customers for agent fit.

    How to measure it

    Customers with an agent

    Now
    –
    Target
    30%
    By
    3 quarters

    Steps

    1. 1

      Score fit

      Volume and use.

      TAM Director 2 weeks

    2. 2

      Pick agents

      One per customer.

      TAM Director 2 weeks

    3. 3

      Run POCs

      On their own data.

      TAM Director 1 quarter

    4. 4

      Commercial offer

      Attach pricing.

      Sr. Director of Agents Growth 1 month

    5. 5

      Track

      Attach and NRR.

      TAM Director monthly

    6. 6

      Collect stories

      From successful attaches.

      Product Marketing ongoing

    First result
    1 quarter
    Cost
    TAM time
    Owner
    TAM Director

    Smallest test

    Propose one agent to five customers.

    Why it works

    Score each customer for agent fit (alert volume, analyst headcount, products used), have TAMs propose one agent with a one-week POC on that customer's own cases, and track attach rate by portfolio.

    Expansion inside the base is the fastest revenue, and the results become the agent case studies.

    Risks and how to handle them

    • Customers worry about pricing creep

      Tie the agent price to measured hours saved.

    Evidence

    • HiringTAM Director (posted October 16, 2026): TAMs act "as GMs of their portfolios"; the team is measured on "Gross Revenue Retention (GRR), Net Revenue Retention (NRR), customer satisfaction, product adoption, and time-to-value" and develops expertise in "agentic AI".Source
    • HiringSr. Director of Agents Growth (posted October 23, 2026): "Our AI Agents for fraud and risk management are one of the fastest-moving parts of the business"; Oscilar has "15x ARR growth in the past 24 months". The role will "Diagnose where the Agents funnel is stuck (awareness, meetings, POVs, conversion, expansion)", bring "a business owner's view to pricing, packaging, freemium and POV programs, and attach strategy", run "attach motions in the existing pipeline" and "Build the programs that turn early customers into references, case studies, and expansion". Six-month success includes "Strong customer proof: references, case studies, and expansion across the Agents portfolio."Source
    • HiringSr. Manager/Director, Brand Marketing: Oscilar is "trusted by 100+ fintechs and financial institutions ... such as SoFi, MoneyGram, and Nuvei"; the role will build "industry awards, executive communities, original research, customer advocacy" and "signature content franchises that create recurring industry conversations", and lead PR and executive thought leadership.Source
    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
  • 11

    Oscilar lists 174 data providers in its marketplace and hires a partnerships leader for data and signal providers. Each provider has its own customer base and sales team selling to the same risk teams.

    Medium impactMedium effort First result in 2 quarters VP/Director of Partnerships

    First action

    Rank providers by use in agent workflows.

    How to measure it

    Data-partner opportunities

    Now
    –
    Target
    10 a quarter
    By
    3 quarters

    Steps

    1. 1

      Rank providers

      By agent use and fit.

      VP/Director of Partnerships 1 week

    2. 2

      Agree terms

      Referrals and co-marketing.

      VP/Director of Partnerships 1 month

    3. 3

      Joint pages

      Agent plus data.

      Product Marketing 1 month

    4. 4

      Joint webinars

      Two a quarter.

      VP/Director of Partnerships quarterly

    5. 5

      Swap leads

      Referral process.

      Business Development Representative ongoing

    6. 6

      Measure

      Pipeline by partner.

      VP/Director of Partnerships monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    VP/Director of Partnerships

    Smallest test

    Run one joint webinar.

    Why it works

    Pick the ten providers whose data the agents use most, build a joint page per provider showing the agent using their data, run joint webinars (as with Markaaz) and swap referrals.

    Data partners reach buyers at the moment they buy data, and joint content costs each side half.

    Risks and how to handle them

    • Partners also sell rivals

      Lead with joint customers and shared results.

    Evidence

    • Your websitePartner assets: a marketplace of 174 data-provider pages (e.g. Argyle, Atomic, Baselayer, Carfax), a referral partner page, a joint webinar with Markaaz and a blog post on a BigDataCorp partnership in Brazil.Source
    • HiringVP/Director of Partnerships: three partner types, "OEM and embedded technology partners, data and signal providers, and Global System Integrators (GSIs)", with "revenue-share models" so Oscilar's decisioning can be "resold, bundled, or embedded within partner platforms".Source
    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
  • 12

    The partnerships role includes Global System Integrators. Large banks often buy AI through integrators who run model risk and change programs.

    High impactHigh effort First result in 3 quarters VP/Director of Partnerships

    First action

    Shortlist three integrators with risk practices.

    How to measure it

    SI opportunities

    Now
    –
    Target
    5
    By
    3 quarters

    Steps

    1. 1

      Shortlist

      Three SIs.

      VP/Director of Partnerships 2 weeks

    2. 2

      Build kit

      Method and documents.

      TAM Director 1 month

    3. 3

      Train

      SI consultants.

      TAM Director 1 month

    4. 4

      Sign

      One SI.

      VP/Director of Partnerships 1 quarter

    5. 5

      Joint POC

      One bank.

      TAM Director 1 quarter

    6. 6

      Expand

      More SIs.

      VP/Director of Partnerships quarterly

    First result
    3 quarters
    Cost
    Partner team time
    Owner
    VP/Director of Partnerships

    Smallest test

    Meet one integrator's risk practice lead.

    Why it works

    Build an SI kit: agent POC method, model governance documents, integration patterns with common monitoring systems, and training for SI consultants. Sign one SI and run a joint POC.

    Integrators open large-bank budgets and carry the change management banks need.

    Risks and how to handle them

    • Slow SI cycles

      Start with a mid-sized integrator.

    Evidence

    • HiringVP/Director of Partnerships: three partner types, "OEM and embedded technology partners, data and signal providers, and Global System Integrators (GSIs)", with "revenue-share models" so Oscilar's decisioning can be "resold, bundled, or embedded within partner platforms".Source
    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
    • Your websiteBlog, "Acceptance Criteria for an AI Risk Agent Proof of Concept" (September 21, 2026): "Three things belong in writing before the start date: a fixed timeline, success criteria both sides signed, and an executive who has already said that meeting them means proceeding"; "There is no published benchmark for agent acceptance thresholds". It ends with "Schedule a demo"; there is no worksheet to download and no way to request the proof of concept. Related agent content: posts on evaluating agents, agents on an existing risk stack and build vs buy, a build-vs-buy webinar and an "agents in AML" ebook.Source
  • 13

    Oscilar has twelve comparison pages, but the one for Sardine is about credit workflows and speed, not agents, while Sardine, Taktile and Unit21 all lead with "agentic" on their homepages. Buyers comparing agents find no agent comparison.

    High impactMedium effort First result in 1 quarter Product Marketing

    First action

    Start with Sardine, Taktile and Unit21.

    How to measure it

    Comparison-page POC requests

    Now
    –
    Target
    5 a month
    By
    90 days

    Steps

    1. 1

      Check rivals

      Current agent claims.

      Product Marketing 1 week

    2. 2

      Write sections

      Factual tables.

      Product Marketing 2 weeks

    3. 3

      Legal review

      Claims and trademarks.

      Product Marketing 1 week

    4. 4

      Publish

      All twelve pages.

      Growth Engineer 1 week

    5. 5

      Add a Unit21 page

      New comparison.

      Product Marketing 2 weeks

    6. 6

      Refresh

      Quarterly.

      Product Marketing quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Product Marketing

    Smallest test

    Update the Sardine page first.

    Why it works

    Add a section to each page on agents: which agents, human review, evidence and audit trail, standalone use on an existing stack, POC length. Link each page to the POC offer.

    Comparison pages are late-stage traffic; showing agent differences there catches buyers who now compare on agents.

    Risks and how to handle them

    • Outdated rival claims

      Date each table.

    Evidence

    • Your websiteTwelve comparison pages (/lp/oscilar-vs-provenir, -taktile, -sardine, -seon, -hawk, -verafin, -abrigo, -complyadvantage, -datavisor, -zestai, -gdslink, -bretton) plus build-or-buy. The Sardine page is pitched on the platform for "credit teams" (workflow editing, decisions "in under 100ms", backtesting) with "Grab a demo and choose your gift", not on the agents.Source
    • Competitor researchRivals' own homepages now use the same words: Sardine, "The agentic risk platform for fighting financial crime"; Taktile, "The Agentic Decision Platform for Banking and Insurance"; Unit21, "Agentic AI Platform for Fraud & AML Operations" with "AI agents doing the work".Source
    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
  • 14

    The Decline Explanation agent promises adverse action notices "generated from your data dictionary in minutes". Every consumer lender writes these notices, and the task is narrow and easy to test.

    Medium impactLow effort First result in 1 quarter Growth Manager

    First action

    Create one sample notice from public data.

    How to measure it

    Lender meetings

    Now
    –
    Target
    8 a month
    By
    90 days

    Steps

    1. 1

      Sample notice

      Anonymized.

      Product Marketing 1 week

    2. 2

      List lenders

      Consumer lenders.

      Growth Manager, Outbound 1 week

    3. 3

      Sequence

      Email, call, LinkedIn.

      Growth Manager, Outbound 1 week

    4. 4

      POC offer

      One month of declines.

      Sr. Director of Agents Growth 1 week

    5. 5

      Book

      BDR follow-up.

      Business Development Representative ongoing

    6. 6

      Measure

      Meetings and POCs.

      Growth Manager, Outbound weekly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Growth Manager, Outbound

    Smallest test

    Send the sequence to 100 lenders.

    Why it works

    Build an outbound sequence for consumer lenders with a sample notice, a short POC on a month of declines, and a credit-specific case study. Attach the credit platform later.

    A small, painful task is an easy first yes, and credit is where Oscilar already has strong stories.

    Risks and how to handle them

    • Compliance review of notices

      Show that every notice is reviewed before sending.

    Evidence

    • Your websiteIndustry pages for fintechs, banks, credit unions, sponsor banks and digital assets; solution pages for AML for sponsor banks; a blog post on sponsor-bank AML oversight; the Decline Explanation agent promises "ECOA-compliant adverse action notices, generated from your data dictionary in minutes".Source
    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
    • Your websiteCustomers page: 13 case studies, e.g. "How Nuvei Cut Manual Underwriting Time by 50%", "How SoFi Drives Performance With Risk Decisioning", "How Dibsy Cut Manual Reviews by 50%", "How Coast Cut Manual Review Time by 75%", "How TransPecos Banks Modernized Compliance"; none of the stories or quotes on the page mentions agents. Oscilar is shown as a G2 Leader.Source
    • HiringGrowth Manager, Outbound (US remote): owns outbound for "Oscilar's newest and highest-potential best-fit customer profile verticals - Fraud, Disputes & Chargebacks, and AML/Compliance", with email, cold call, LinkedIn and direct mail, and a stack of "AI agents and Claude ... alongside tools like Clay, Outreach, HeyReach, and Nooks".Source
  • 15

    Oscilar has 23 webinars and 10 ebooks, and the brand role wants "signature content franchises". Analysts and BSA officers are being asked to supervise AI agents with no training on how.

    Medium impactMedium effort First result in 2 quarters Sr. Manager/Director

    First action

    Outline five lessons from existing webinars.

    How to measure it

    Certified analysts

    Now
    –
    Target
    1,000
    By
    2 quarters

    Steps

    1. 1

      Outline

      Five lessons.

      Product Marketing 2 weeks

    2. 2

      Record

      From webinars.

      Sr. Manager/Director, Brand Marketing 1 month

    3. 3

      Certificate

      LinkedIn shareable.

      Growth Engineer 1 week

    4. 4

      Translate

      Spanish and Portuguese.

      Growth Manager, International (LATAM & EMEA) 1 month

    5. 5

      Promote

      Email and LinkedIn.

      Sr. Manager/Director, Brand Marketing ongoing

    6. 6

      Score leads

      By institution.

      Business Development Representative weekly

    First result
    2 quarters
    Cost
    Production time
    Owner
    Sr. Manager/Director, Brand Marketing

    Smallest test

    Publish lesson one.

    Why it works

    Package the webinars and guides into a short course ("Supervising AI agents in risk operations": overrides, evidence, POC criteria, governance), with a certificate for LinkedIn. Promote it in all three languages.

    Certified analysts become advocates inside their institutions, and every sign-up is a lead.

    Risks and how to handle them

    • Seen as a sales pitch

      Keep lessons vendor-neutral.

    Evidence

    • Your websiteBrand assets: a press page of awards including Chartis "Agentic AI Innovation Award" and Chartis FCC50 "Regional Excellence (Middle East)"; 23 webinar pages, 17 conference pages, 10 ebooks and a RiskCon page.Source
    • HiringSr. Manager/Director, Brand Marketing: Oscilar is "trusted by 100+ fintechs and financial institutions ... such as SoFi, MoneyGram, and Nuvei"; the role will build "industry awards, executive communities, original research, customer advocacy" and "signature content franchises that create recurring industry conversations", and lead PR and executive thought leadership.Source
    • Your websiteBlog, "Acceptance Criteria for an AI Risk Agent Proof of Concept" (September 21, 2026): "Three things belong in writing before the start date: a fixed timeline, success criteria both sides signed, and an executive who has already said that meeting them means proceeding"; "There is no published benchmark for agent acceptance thresholds". It ends with "Schedule a demo"; there is no worksheet to download and no way to request the proof of concept. Related agent content: posts on evaluating agents, agents on an existing risk stack and build vs buy, a build-vs-buy webinar and an "agents in AML" ebook.Source

Big bets 4

Larger plays that can change the trajectory.

  • 16

    The Agents role names "freemium" programs, and the hub already offers a product tour. Risk analysts want to see an agent work on a case, not watch a demo.

    High impactHigh effort First result in 3 quarters Sr. Director of Agents Growth

    First action

    Build ten synthetic cases for one agent.

    How to measure it

    Sandbox users requesting a POC

    Now
    –
    Target
    10%
    By
    3 quarters

    Steps

    1. 1

      Synthetic data

      Realistic cases.

      Sr. Director of Agents Growth 1 month

    2. 2

      Build sandbox

      Three agents.

      Growth Engineer 1 quarter

    3. 3

      Security review

      No customer data.

      Growth Engineer 2 weeks

    4. 4

      Launch

      From agent pages.

      Sr. Director of Agents Growth 1 week

    5. 5

      Nurture

      Email series.

      Growth Manager, Outbound ongoing

    6. 6

      Measure

      POCs from sandbox.

      Sr. Director of Agents Growth monthly

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Sr. Director of Agents Growth

    Smallest test

    Record a guided run of one agent on a synthetic case.

    Why it works

    Build a sandbox with synthetic cases where visitors run three agents (AML L1 Review, SAR Narrative Creation, KYB Review), see the evidence and edit the output. Ask for an email to save results and offer the POC on real data.

    Trying an agent on a realistic case is the strongest proof short of a POC and reaches analysts who influence the buy.

    Risks and how to handle them

    • Sandbox seen as a toy

      Use realistic, messy cases.

    Evidence

    • HiringSr. Director of Agents Growth (posted October 23, 2026): "Our AI Agents for fraud and risk management are one of the fastest-moving parts of the business"; Oscilar has "15x ARR growth in the past 24 months". The role will "Diagnose where the Agents funnel is stuck (awareness, meetings, POVs, conversion, expansion)", bring "a business owner's view to pricing, packaging, freemium and POV programs, and attach strategy", run "attach motions in the existing pipeline" and "Build the programs that turn early customers into references, case studies, and expansion". Six-month success includes "Strong customer proof: references, case studies, and expansion across the Agents portfolio."Source
    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
    • Your websiteAgent pages, e.g. SAR Narrative Creation: the buttons are "Request a Demo" and "See a Product Tour", and all 11 demo links go to the same /demo page, whose description is "See Oscilar's AI-native risk decisioning platform live. Unify fraud, AML and credit on one real-time system with no-code workflows." No agent page offers the one-week proof of concept, shows a customer result or asks which agent the visitor wants.Source
  • 17

    Oscilar's own POC article says "There is no published benchmark for agent acceptance thresholds". Oscilar sees analyst confirmations and overrides across 100+ institutions.

    High impactHigh effort First result in 3 quarters Sr. Manager/Director

    First action

    Check which metrics can be aggregated with consent.

    How to measure it

    Downloads

    Now
    –
    Target
    3,000
    By
    1 year

    Steps

    1. 1

      Consent

      Customer opt-in.

      TAM Director 1 month

    2. 2

      Aggregate

      By agent type.

      Staff Data Scientist 2 months

    3. 3

      Write

      Report and summary.

      Sr. Manager/Director, Brand Marketing 1 month

    4. 4

      Review

      Legal and privacy.

      Sr. Manager/Director, Brand Marketing 1 month

    5. 5

      Launch

      RiskCon and press.

      Sr. Manager/Director, Brand Marketing 1 month

    6. 6

      Use in sales

      POC thresholds.

      Sr. Director of Agents Growth ongoing

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Sr. Manager/Director, Brand Marketing

    Smallest test

    Publish one chart from POC data.

    Why it works

    Publish a yearly benchmark (aggregated, anonymized): analyst agreement rates by agent type, review time, override reasons, POC criteria used. Launch it at RiskCon and with analysts.

    Being the source of the benchmark makes Oscilar the reference in a crowded "agentic" field and gives PR a yearly story.

    Risks and how to handle them

    • Too few opt-ins

      Start with POC results only.

    Evidence

    • Your websiteBlog, "Acceptance Criteria for an AI Risk Agent Proof of Concept" (September 21, 2026): "Three things belong in writing before the start date: a fixed timeline, success criteria both sides signed, and an executive who has already said that meeting them means proceeding"; "There is no published benchmark for agent acceptance thresholds". It ends with "Schedule a demo"; there is no worksheet to download and no way to request the proof of concept. Related agent content: posts on evaluating agents, agents on an existing risk stack and build vs buy, a build-vs-buy webinar and an "agents in AML" ebook.Source
    • HiringSr. Manager/Director, Brand Marketing: Oscilar is "trusted by 100+ fintechs and financial institutions ... such as SoFi, MoneyGram, and Nuvei"; the role will build "industry awards, executive communities, original research, customer advocacy" and "signature content franchises that create recurring industry conversations", and lead PR and executive thought leadership.Source
    • Your websiteBrand assets: a press page of awards including Chartis "Agentic AI Innovation Award" and Chartis FCC50 "Regional Excellence (Middle East)"; 23 webinar pages, 17 conference pages, 10 ebooks and a RiskCon page.Source
  • 18

    Every rival now calls itself agentic. Oscilar records every analyst confirmation and override, so it could show how each agent performs, which none of the rivals' homepages do.

    High impactMedium effort First result in 3 quarters Sr. Director of Agents Growth

    First action

    Compute agreement rates for the three most used agents.

    How to measure it

    Agents with scorecards

    Now
    –
    Target
    10
    By
    3 quarters

    Steps

    1. 1

      Define metrics

      Agreement, time, overrides.

      Sr. Director of Agents Growth 2 weeks

    2. 2

      Compute

      Aggregated ranges.

      Staff Data Scientist 1 month

    3. 3

      Consent

      Customer approval.

      TAM Director 1 month

    4. 4

      Publish

      On agent pages.

      Growth Engineer 2 weeks

    5. 5

      Update

      Quarterly.

      Sr. Director of Agents Growth quarterly

    6. 6

      Use

      In comparisons.

      Product Marketing ongoing

    First result
    3 quarters
    Cost
    Staff time only
    Owner
    Sr. Director of Agents Growth

    Smallest test

    Publish one scorecard.

    Why it works

    Publish a scorecard per agent with aggregated results across customers (ranges), updated quarterly, and link it from each agent page and the POC offer.

    Measured results are harder to copy than adjectives, and they set the bar rivals must meet.

    Risks and how to handle them

    • Weak numbers for a new agent

      Publish only agents with enough volume.

    Evidence

    • Competitor researchRivals' own homepages now use the same words: Sardine, "The agentic risk platform for fighting financial crime"; Taktile, "The Agentic Decision Platform for Banking and Insurance"; Unit21, "Agentic AI Platform for Fraud & AML Operations" with "AI agents doing the work".Source
    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
    • Your websiteCustomers page: 13 case studies, e.g. "How Nuvei Cut Manual Underwriting Time by 50%", "How SoFi Drives Performance With Risk Decisioning", "How Dibsy Cut Manual Reviews by 50%", "How Coast Cut Manual Review Time by 75%", "How TransPecos Banks Modernized Compliance"; none of the stories or quotes on the page mentions agents. Oscilar is shown as a G2 Leader.Source
  • 19

    The brand role names "executive communities" and Oscilar runs RiskCon and many events. Senior risk leaders want peers who have run agents in production.

    High impactMedium effort First result in 1 year Sr. Manager/Director

    First action

    Invite ten customer leaders.

    How to measure it

    Prospects in the council

    Now
    –
    Target
    20
    By
    1 year

    Steps

    1. 1

      Invite

      Ten customer leaders.

      Sr. Manager/Director, Brand Marketing 1 month

    2. 2

      First meeting

      Virtual.

      Sr. Manager/Director, Brand Marketing 1 month

    3. 3

      Add prospects

      Through ABM.

      Sr. Growth Manager, ABM & Enterprise quarterly

    4. 4

      Dinners

      At conferences.

      Sr. Manager/Director, Brand Marketing quarterly

    5. 5

      Publish summary

      Annual.

      Sr. Manager/Director, Brand Marketing 1 year

    6. 6

      Track

      Pipeline from members.

      Sr. Growth Manager, ABM & Enterprise quarterly

    First result
    1 year
    Cost
    Event budget
    Owner
    Sr. Manager/Director, Brand Marketing

    Smallest test

    Host one virtual meeting.

    Why it works

    Start an invite-only council: quarterly virtual meetings, one in-person dinner at major conferences, a shared POC criteria template and an annual summary. Mix customers and prospects.

    Peer communities create trusted relationships with buyers and a steady source of references.

    Risks and how to handle them

    • Becomes a sales event

      Keep it peer-led with a neutral chair.

    Evidence

    • HiringSr. Manager/Director, Brand Marketing: Oscilar is "trusted by 100+ fintechs and financial institutions ... such as SoFi, MoneyGram, and Nuvei"; the role will build "industry awards, executive communities, original research, customer advocacy" and "signature content franchises that create recurring industry conversations", and lead PR and executive thought leadership.Source
    • Your websiteBrand assets: a press page of awards including Chartis "Agentic AI Innovation Award" and Chartis FCC50 "Regional Excellence (Middle East)"; 23 webinar pages, 17 conference pages, 10 ebooks and a RiskCon page.Source
    • Your websiteBlog, "Acceptance Criteria for an AI Risk Agent Proof of Concept" (September 21, 2026): "Three things belong in writing before the start date: a fixed timeline, success criteria both sides signed, and an executive who has already said that meeting them means proceeding"; "There is no published benchmark for agent acceptance thresholds". It ends with "Schedule a demo"; there is no worksheet to download and no way to request the proof of concept. Related agent content: posts on evaluating agents, agents on an existing risk stack and build vs buy, a build-vs-buy webinar and an "agents in AML" ebook.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 20

    Oscilar has a credit unions page. There are thousands of US credit unions, too many to sell one by one, and many buy technology through shared service organizations.

    Medium impactMedium effort First result in 2 quarters VP/Director of Partnerships

    First action

    List service organizations offering compliance services.

    How to measure it

    Credit union customers

    Now
    –
    Target
    10
    By
    3 quarters

    Steps

    1. 1

      List partners

      Service organizations.

      VP/Director of Partnerships 2 weeks

    2. 2

      Design offer

      Shared pricing.

      Sr. Director of Agents Growth 1 month

    3. 3

      Pilot

      Three credit unions.

      TAM Director 1 quarter

    4. 4

      Webinar

      Member audience.

      Sr. Manager/Director, Brand Marketing 1 month

    5. 5

      Scale

      More members.

      VP/Director of Partnerships quarterly

    6. 6

      Measure

      Signups.

      VP/Director of Partnerships quarterly

    First result
    2 quarters
    Cost
    Partner margin
    Owner
    VP/Director of Partnerships

    Smallest test

    Meet one service organization.

    Why it works

    Partner with one or two credit union service organizations to offer agents (AML L1 Review, SAR narratives) as a shared service with group pricing and a member webinar.

    One partner brings many small institutions at once, with the trust credit unions give their own organizations.

    Risks and how to handle them

    • Small deal sizes

      Standardize onboarding.

    Evidence

    • Your websiteIndustry pages for fintechs, banks, credit unions, sponsor banks and digital assets; solution pages for AML for sponsor banks; a blog post on sponsor-bank AML oversight; the Decline Explanation agent promises "ECOA-compliant adverse action notices, generated from your data dictionary in minutes".Source
    • HiringVP/Director of Partnerships: three partner types, "OEM and embedded technology partners, data and signal providers, and Global System Integrators (GSIs)", with "revenue-share models" so Oscilar's decisioning can be "resold, bundled, or embedded within partner platforms".Source
    • Your websiteAgent Hub: 24 agents (AML L1 Review, SAR Narrative Creation, Sanctions and PEP Screening, KYC and KYB Review, Fraud L1 Review, Decline Explanation, Oscilar MCP and more). Its FAQ says agents process alerts "in milliseconds rather than the 15-20 minutes a manual review typically takes"; they "can run inside the full Oscilar platform or as a standalone layer on top of your existing stack"; and "a proof of concept typically runs within one week against your historical data with pre-agreed success criteria".Source
  • 21

    Oscilar has pages for sponsor banks and AML for sponsor banks, and a blog on sponsor-bank AML oversight. A sponsor bank that standardizes on Oscilar can recommend it to every fintech it sponsors.

    High impactMedium effort First result in 2 quarters Sr. Growth Manager

    First action

    List the top 20 sponsor banks.

    How to measure it

    Fintechs via sponsor banks

    Now
    –
    Target
    15
    By
    3 quarters

    Steps

    1. 1

      List banks

      Top sponsor banks.

      Sr. Growth Manager, ABM & Enterprise 1 week

    2. 2

      Design offer

      Program view and pricing.

      Sr. Director of Agents Growth 1 month

    3. 3

      ABM play

      Executive outreach.

      Sr. Growth Manager, ABM & Enterprise 1 quarter

    4. 4

      Pilot

      One bank.

      TAM Director 1 quarter

    5. 5

      Enroll fintechs

      Preferred pricing.

      Business Development Representative ongoing

    6. 6

      Measure

      Fintechs per bank.

      Sr. Growth Manager, ABM & Enterprise quarterly

    First result
    2 quarters
    Cost
    ABM budget
    Owner
    Sr. Growth Manager, ABM & Enterprise

    Smallest test

    Pitch one sponsor bank.

    Why it works

    Offer sponsor banks a program view across their fintech partners, plus preferred pricing for those fintechs. Run ABM to the top sponsor banks.

    One sponsor bank can bring dozens of fintech customers who need to satisfy that bank anyway.

    Risks and how to handle them

    • Fintechs resent mandates

      Offer it as a preferred option.

    Evidence

    • Your websiteIndustry pages for fintechs, banks, credit unions, sponsor banks and digital assets; solution pages for AML for sponsor banks; a blog post on sponsor-bank AML oversight; the Decline Explanation agent promises "ECOA-compliant adverse action notices, generated from your data dictionary in minutes".Source
    • HiringAccount-based growth: a Sr. Growth Manager, ABM & Enterprise owns "the ABM & enterprise marketing budget and strategy end-to-end" across "outbound email, direct mail, events, and webinars" and builds "account intelligence from incomplete data: research, intent signals, relationship mapping"; a Founding Growth Engineer builds systems to "identify high-propensity accounts", "Intent signal ingestion and propensity modeling" and "Attribution and measurement systems".Source
  • 22

    The international role starts EMEA from zero, and Oscilar already holds a Chartis "Regional Excellence (Middle East)" recognition. Few US vendors arrive in the region with an award there.

    Medium impactMedium effort First result in 2 quarters Growth Manager

    First action

    List 30 target institutions in the Gulf.

    How to measure it

    EMEA opportunities

    Now
    –
    Target
    8
    By
    3 quarters

    Steps

    1. 1

      List targets

      30 institutions.

      Growth Manager, International (LATAM & EMEA) 2 weeks

    2. 2

      Build page

      Award and context.

      Growth Manager, International (LATAM & EMEA) 1 month

    3. 3

      Local review

      Regulatory experts.

      Growth Manager, International (LATAM & EMEA) 2 weeks

    4. 4

      Event

      One regional event.

      Growth Manager, International (LATAM & EMEA) 1 quarter

    5. 5

      LinkedIn ads

      Targeted.

      Growth Manager, International (LATAM & EMEA) 1 month

    6. 6

      Hand to sales

      Enterprise AE.

      Growth Manager, International (LATAM & EMEA) ongoing

    First result
    2 quarters
    Cost
    Regional budget
    Owner
    Growth Manager, International (LATAM & EMEA)

    Smallest test

    Publish the EMEA page.

    Why it works

    Build an English EMEA page with the award, regional regulatory context reviewed by local experts and a short list of target banks and fintechs in the Gulf; attend one regional event and run LinkedIn ads.

    An existing regional credential lowers the trust barrier in a new market.

    Risks and how to handle them

    • Long sales cycles

      Lead with the agent POC.

    Evidence

    • HiringFounding Growth Manager, International (LATAM & EMEA): "launch Oscilar's presence across Latin America and EMEA from zero", "in markets where we have no existing footprint"; "Spanish or Portuguese strongly preferred"; localize "tone, language, compliance nuances"; run Google and Meta ads, Framer landing pages, regional webinars, events and local partnerships. An Enterprise Account Executive (posted October 8, 2026) covers "the Southeast, Mexico, Peru, and Columbia", based in Miami, "Bilingual (English/Spanish) required".Source
    • Your websiteBrand assets: a press page of awards including Chartis "Agentic AI Innovation Award" and Chartis FCC50 "Regional Excellence (Middle East)"; 23 webinar pages, 17 conference pages, 10 ebooks and a RiskCon page.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

  • Build this list in Info for idea #2 (opens programmable.info in a new tab)

New accounts: 100,000 free credits with code BETA100K

Find the companies (opens programmable.info in a new tab)
More example playbooks and reviews
ProgrammableDigital

Show Oscilar’s product working

Turn screenshots or the website into an animated product demo in its own brand, for the homepage, launch posts and outreach in this playbook.

Make a demo (opens programmable.digital in a new tab)

More growth playbooks

Other companies we have researched, each read from what they are hiring for.

  • Qualtrics growth strategyThe experience management (XM) platform: customer, employee, patient and market research software with AI for simulation, prediction and…21 growth ideas
  • Bluebird Kids Health growth strategyPediatric primary care practices in Florida: newborn care, well visits, same-day sick visits, physicals, behavioral health support…23 growth ideas
  • ClaimSorted growth strategyAn AI-native claims administrator (TPA) for MGAs, carriers and large corporates: claims handling with white-label first notice of loss and…21 growth ideas
  • Boom growth strategyA leasing operating system for property managers: an AI leasing CRM and agent (BoomCRM), tenant screening (BoomScreen) and rent reporting…22 growth ideas
  • Armanino growth strategyA top 20 US accounting and consulting firm offering audit (Armanino LLP) and tax, advisory and consulting (Armanino Advisory LLC): ERP…21 growth ideas
  • Youtech growth strategyA full-service digital marketing agency: SEO and AI search (YouRank), brand mentions, paid search and social, Google Local Service Ads…21 growth ideas
  • Dupuis Design growth strategyAn interior architecture and design studio founded by Peggy Dupuis, with a by-appointment art gallery and a (currently empty) online shop…20 growth ideas
  • Lawmatics growth strategyCRM, client intake and marketing automation for law firms: lead management, forms and e-signature, calendaring, SMS and email campaigns…21 growth ideas

See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 26, 2026, and cites them throughout. Oscilar did not commission, review or endorse it, and Programmable is not affiliated with Oscilar. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Oscilar runs its business.

Something wrong, or do you represent Oscilar? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    POC offer on agent pages, disputes page, agent lead routing, alert-cost calculator, homepage title and interaction speed.

  2. Days 31 to 609 ideas

    Agent case studies, "agents on top" ABM, LATAM proof, attach to the base, data-partner and SI programs, agent comparisons, the lender wedge and the analyst course.

  3. Days 61 to 907 ideas

    Start the big bets and wildcards: sandbox, benchmark, scorecards, executive council, credit union and sponsor-bank channels and EMEA.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value fast changes to rules and policies without engineering. The most cited problem: manual alert reviews of 15-20 minutes each.

  • A modern platform that breaks down data silos
  • Legacy platforms that are slow to change
  • In their words: “risk decisioning”

Market

Competitive landscape

4 competitors compared: Sardine, Taktile, Unit21 and Verafin and Abrigo.

  • Gap to exploit: Measured agent results buyers can check
  • Sardine: Less credit-lifecycle coverage
  • Taktile: Less AML depth

Hiring signals

Oscilar is turning its AI agents into a business line and scaling go-to-market around it.

  • Sr. Director of Agents Growth: Agents funnel, POV and freemium programs, references. Ideas 1, 7, 16.
  • Growth Manager, Outbound: New verticals: fraud, disputes and chargebacks, AML. Ideas 2, 14.
  • Growth Manager, International (LATAM & EMEA): LATAM and EMEA from zero. Ideas 9, 22.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
ProgrammableMarketing
ExamplesLeaderboardsProductsTermsPrivacyCookiesDPALegalContact

© 2026 AI-Powered Growth Intelligence