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.
From a standing start
As more investors shift to self-directed strategies, the demand for tailored financial guidance keeps growing. The Advice Company saw the answer in an AI-driven advice platform that incorporates real human expertise, and needed it designed and tested from a standing start.
“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."
Discovery came first
Discovery came first: a series of design-thinking workshops with the team to solidify their understanding of customers' needs and pain points. From there we generated ideas and solutions, tested them in the market, and designed the app end to end, through to an investor-ready prototype.
Out of the room, into the market
Nikki Bhatia of Advice Co. describes the engagement as incredibly effective: workshops that sharpened the team's understanding of its customers, and ideas that made it out of the room and into market testing.
