The rise of competitor/challenger financial well-being solutions, customers cashing in shares rather than reinvesting.
Our solution
We created a new wealth management portal proposition, to test desirability with clients and customers. We created a test design and managed user research to test our hypotheses and feed the results into a business case.
Outcome
The solution, positive test results and business case for a pilot MVP are with stakeholders for next-stage investment to move into production.
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CASE STUDY