Wealth management · Discovery
Wealth Management Product Discovery
Defining a new wealth-management section within an existing fintech application.
- Role
- Product Lead / Product Manager
- Period
- September 2025 – January 2026
- Outcome
- The discovery aligned the team on how the new wealth management proposition should work and what belonged in the first release. The client could then decide on further development based on a concrete MVP, prototype and roadmap.
01 / Context
The client wanted to broaden its original investment proposition with additional product types inside an existing fintech application.
The key question was how to bring several investment products into one clear structure without making the user experience unnecessarily complex.
02 / My role
What I owned
I led the product side of the discovery. I defined the MVP, user flows, requirements and backlog, and aligned business, design and engineering.
- I clarified the product opportunity and the boundaries of the first version.
- I prepared the user story map, key flows and product requirements.
- I worked with design on a clickable high-fidelity prototype.
- I translated the proposal into a roadmap and backlog for delivery.
03 / Outcome
The discovery aligned the team on how the new wealth management proposition should work and what belonged in the first release. The client could then decide on further development based on a concrete MVP, prototype and roadmap.
Reflection
The important part was not adding as many features as possible, but finding a shared framework in which different investment products could feel like one coherent experience.