Case 16 / 16
The AdviceCompany
- Client
- The Advice Company
- Sector
- Fintech · Advisory
- Year
- 2022
- Scope
- Discovery · Strategy · App
In today's market, it's crucial to comprehend customers' needs and pain points. As more investors shift towards self-directed investment strategies, there's an increasing demand for tailored financial guidance. I was tasked with guiding the design and testing of an AI-driven financial advice platform that incorporates real human expertise to meet these demands.
“Gev brought design thinking to our team and was incredibly effective, leading us through a series of workshops that helped us solidify our understanding of our customers' needs and pain points. He also helped us generate ideas and solutions we then tested in the market."
