FinTech : Financial Wellness Product


SaaS Products in Financial Wellness

Customer Situation :

The client is a financial wellness startup that brings actionable, relatable tips via real-life stories and expert interviews. The company has grown organically over several years but now wants to create a product that can be leveraged by partners and customers to monetize the content.

Solution Approach:

We started with a SWOT analysis of the company to understand the opportunities around the financial literacy and wellness. Worked with customer’s partners to understand the content needs and distribution strategy. Educated the founders on the value of the product management and product development, and trained the current members to take on more responsibilities more effectively.

End Result :

  • iconCreated a roadmap with product features and phases. Helped to bring in more partners and increase the MRR.
  • iconSetup the design and development team to execute on the new product.
  • iconTrained the entire team on the product development aspects and importance of product mindset.