Women & Money: A User-Centered Approach to Conducting a Personal Finance Product Discovery
Financial literacy remains a critical yet often overlooked skill among women.
Recognizing this gap, I started the Women & Money Discussion Series — a multi-session program designed to help
women gain confidence in budgeting, investing, economic trends, and long-term planning. From the outset, my guiding
principle has been: build with the audience, not just for them.
🔍 Product Discovery Approach
In part 1 of the study, I walk through how to collect user needs, validating feature hypotheses leveraging a cohort of
~40 women to shape a truly resonant experience, gather insights to understand product-market fit for a new personal
finance product — especially one that leverages AI — and evaluate core technology (AI vs. SaaS) and distribution
strategies (B2B vs. D2C).
❤️ Product Market-Fit Approach
In part 2 of the study, I walk through enabling technologies analysis, distribution strategies (B2B vs D2C),
defining a value proposition for your product (“moat”), and product roadmap.
Roles: Product manager / Brand Discovery / User Research
Technologies: AI, SaaS