Designing the Future of Investing
How might a we design a new investing capability that resonates with customer behaviors, reduces choice complexity, and builds trust in a rapidly evolving market?
YEAR
2022
ROLE
Lead Researcher & Designer
CAPABILITIES
Ethnographic Research
User Testing & Prototyping
Product Strategy
About the project
We were engaged by a financial services provider to explore and design a new investing capability aligned with shifting customer expectations.
Goal
Led rapid prototyping and user testing with customers to understand investing behaviors and choice drivers. We identified MVP features, mapped solution gaps, and co-created a delivery roadmap that aligned business goals with customer needs, setting the foundation for a future-ready investing solution.
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Designing the Future of Investing
THE PROBLEM FRAME
How might a we design a new investing capability that resonates with customer behaviors, reduces choice complexity, and builds trust in a rapidly evolving market?
YEAR
2022
ROLE
Lead Researcher & Designer
CAPABILITIES
Ethnographic Research
User Testing & Prototyping
Product Strategy
About the project
We were engaged by a financial services provider to explore and design a new investing capability aligned with shifting customer expectations.
Goal
Led rapid prototyping and user testing with customers to understand investing behaviors and choice drivers. We identified MVP features, mapped solution gaps, and co-created a delivery roadmap that aligned business goals with customer needs, setting the foundation for a future-ready investing solution.
Smooth Scroll
This will hide itself!
This will hide itself!
Designing the Future of Investing
THE PROBLEM FRAME
How might a we design a new investing capability that resonates with customer behaviors, reduces choice complexity, and builds trust in a rapidly evolving market?
YEAR
2022
ROLE
Lead Researcher & Designer
CAPABILITIES
Ethnographic Research
User Testing & Prototyping
Product Strategy
About the project
We were engaged by a financial services provider to explore and design a new investing capability aligned with shifting customer expectations.
Goal
Led rapid prototyping and user testing with customers to understand investing behaviors and choice drivers. We identified MVP features, mapped solution gaps, and co-created a delivery roadmap that aligned business goals with customer needs, setting the foundation for a future-ready investing solution.
Smooth Scroll
This will hide itself!
This will hide itself!