Technical Strategy for Values Based Investing

Case Study
PROJECT MISSION: TECHNICAL STRATEGY FOR A VALUES BASED INVESTING APP

Define the technical architecture, services, flows, and features for a values based FinTech startup.

About The Project

Freshly funded, this fintech startup was at a pivotal point, facing critical decisions about their app's core functionalities. Our tech and product teams were quick to engage, organizing targeted workshops to streamline feature prioritization and documentation. Simultaneously, we delved into extensive API research, providing informed recommendations for the most suitable APIs to integrate. Meanwhile, our design team worked with the founding team to iterate on the app's  brand identity

Throughout several weeks of workshops, our collaboration with the startup team was intensive and productive, culminating in the creation of eight comprehensive Product Requirements Documents that detailed more than 100 essential features. We concluded our work by providing a detailed estimate of the development effort required and presented a clear cost projection, ensuring the startup team had a transparent understanding of the financial investment needed to bring their vision to life.

Client

Fintech startup with $5M ready to go to market with an app that offers retail investors a safe way to invest traditionally as well as in crypto.

What We Did

Researched API's, conducted  feature prioritization workshops with founders and our combined technical teams, conducted design challenges to ideate branding.

Outcomes

100+ feature definitions, API selections, technical recommendations, user flows for the application, custom designs, updated brand guide, & bespoke illustrations.

Delivery Time

6-weeks

 

 

 

Custom Illustration
PRODUCT REQUIREMENTS DOCUMENTATION
Screen Shot 2021-12-12 at 5.17.12 PM
APPLICATION FLOWS
Add Bank Account User Flow and System Diagram
Screen Shot 2021-12-12 at 5.21.06 PM
Allio User Flows - Dashboard (1)
Metadata Repository
Enterprise Learning Portal