A Trusted Advisor: product strategy & design
The challenge: Recent college grads need a way to increase their knowledge and confidence around saving and investing so that they can be empowered to make informed decisions and feel good about their financial future.
My role was to form a strategy around the customer need and the business goals, in order to provide value for the customer and initiate a long term relationship with the business. Includes analysis of existing services, customer research, new product proposal, and product design.
