Product and growth case
Launching a consumer investment experience
Led product and growth work on a consumer mobile investing application, including thematic investment offerings using ETFs, AI-supported allocation, onboarding changes and coordinated product execution.
Role
Product and growth leadership
Challenge
Make thematic investment products and automated allocation understandable in a mobile experience while aligning product, onboarding and growth priorities.
The platform's AI-powered investment offering was publicly announced in 2021, before the widespread consumer adoption of generative AI.
Approach
- Worked with the team to ship thematic investment offerings using ETFs and AI-supported allocation.
- Reworked the onboarding flow.
- Aligned product, growth and technical roadmaps.
- Used recurring hypotheses and a shared view of growth drivers to focus the work.
Deliverables
- Thematic investment experiences within a consumer mobile app
- Reworked onboarding flow
- Aligned roadmap and recurring product-learning process