FinTech & Payment Platforms

Expertise in payment platforms and financial products and services, including portfolio management tools, retirement planning, and banking services. Deep understanding of needs of both financial advisors and end consumers

Payment Platform/Digital Wallet
— Benchmarked Stripe’s digital wallet (Link) to 5 international competitors
— Defined ideal purchase paths for complex system of wallet contexts and scenarios

IMPACT
Gave client actionable improvements to key product flows. Created reusable blueprint for ongoing benchmarking vs competition

Payment Platform (Point of Sale devices)
— Identified overall weaknesses in handheld point-of-sale order management flows
— Mapped issues to roles & industries
— Recommended solutions to workflow

IMPACT
Identified biggest weaknesses in order management workflow. Recommended small and large improvements to outperform its competition

B2B Investment Management Tools for Financial Advisors
— Determined financial advisor needs and desires for variety of portfolio management scenarios
— Defined what resources & tools help advisors do client management
— Identified where financial advisors want to use AI tools

IMPACT
Enabled client research and product teams to prioritize features and resources to gain more traction with targret financial advisors

B2C Retirement Management SaaS Platform
— Identified pricing flexibility that enabled company to double the price of it’s core subscription option
— Created engagement flow for “Interest Rate Dads” persona
— Helped define additional ICPs (e.g. people getting divorced)

IMPACT
2X Doubled price of core offering with <10% drop in conversion rate
Increased revenue
Decreased CAC (cost of aquisition)

Consumer Banking Website
— Created user experience for sections of the client website covering checking and saving accounts
— Balanced needs for desktop and mobile users (in earlier days of mobile optimization)

IMPACT
Created client-praised user experience across the largest scale redesgn the client had undertaken in 10 years

B2B Investor Tools
— Created investor-facing and backend tools to enable greater engagement between angel investors and startup opportunities
— Enabled client account managers to see and optimize those engagements

IMPACT
30% reduction in time between initial engagements and funding decisions. Also reduced time account managers spent per client for similar service