Case 09 / 16
PurposeInvestments
- Client
- Purpose Investments
- Sector
- Fintech · Asset Management
- Year
- 2022
- Scope
- Web App · Strategy · Testing
We worked with Purpose Unlimited to design their product, run user testing, develop new features, and shape their web app through product strategy, discovery, and testing.
Legacy finance doesn’t modernize itself
Purpose Unlimited is reimagining asset management, wealth management, and retirement, and legacy finance does not modernize itself. They needed a next-generation advisory web app taken from raw business strategy to something investors and users could actually test.
“Gev is a master facilitator. Whether he is working with our leadership team or with our PMs and engineers, he takes the business strategy and brings it to life.”
Strategy first, then screens
The work ran as product strategy first: discovery, user testing, and facilitated sessions with leadership, PMs, and engineers alike. From there we designed the web app and developed new features, shaping the product through repeated rounds of discovery and testing rather than a single big reveal.
Strategy brought to life
A next-generation advisory product, prototyped from discovery through to investor-ready testing. Dave Nugent of Purpose Unlimited calls Gev a master facilitator: someone who takes the business strategy and brings it to life, whether working with the leadership team or with PMs and engineers.
