Wealth Management Digital Platform Strategy
Opportunity
A rapidly growing wealth management company was struggling with off-the-shelf tooling for financial planning solutions. The financial services firm, which offers tax and other financial planning consultations to its customers needed the necessary value proposition and supporting operations to provide more intimate and personalized experiences.
Approach
We worked closely with a cross-functional and shared resources team. Beginning with foundational information harvesting of existing products and platforms, we took the necessary steps to advise, ideate, and steer future digital platform concepts for prioritized personas. Aligning product, tech, and senior leadership to a future-state product strategy.
Results
Leveraged qualitative research to improve personas and transform the client’s strategic goals into experience principles in a future-state journey
Workshopped product concepts alongside leadership
Provided recommendations and frameworks for the ideation of product concepts
Facilitated product testing for desirability
Collaborated with an internal product manager to prioritize and define blue sky concept value
Crafted a future story for the prioritized persona which helped senior leaders step into the future
Facilitated and defined a future-state journey map that delivers on the client’s mission and strategic goals
Identified opportunities in the service blueprint to deliver a better financial planning experience