FinTech : Financial Wellness Product


Improving Financial Wellness SaaS Products

Customer Situation :

The client is a financial wellness Fintech for SaaS 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. Improving Financial Wellness Fintech SaaS Products is possible by implementing a SWOT analysis of a company to raise financial literacy.

Solution Approach:

We started with a SWOT analysis of the company to understand the opportunities around the financial literacy and wellness-FinTech for SaaS Startups. We Worked with customer’s partners to understand the content needs and distribution strategy. And we 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. Improving Financial Wellness Fintech SaaS Products proved to be beneficial.

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 FinTech for SaaS Startups product.
  • iconTrained the entire team on the product development aspects and importance of product mindset.

About the Author: Suresh Madhuvarsu is a serial entrepreneur and investor. He is the Managing Partner of Product10x Accelerator, a SaaS accelerator that helps founders build and launch successful startups. He is also the Co-Founder and CEO of Salestable, a purpose-built sales readiness platform for SMBs.

Suresh has over 20 years of experience in the technology/SaaS industry. He is a 4x founder with 2 exits. He is also an active angel investor and mentor to early-stage startups. Suresh is passionate about helping entrepreneurs build successful businesses. He believes that technology can be used to solve real-world problems and improve people's lives.

About Product10x: Product10x is a SaaS accelerator that helps founders build and launch successful startups. The accelerator is run by experienced operating partners who have "been there and done that." Product10x provides founders with mentorship, advisory, and access to a network of investors and partners. The accelerator focuses on Product Led Growth (PLG), Sales readiness, and Fundraise readiness, helping founders all the way from product to go-to-market.