Mubnii Morshed

Wealthsimple App Unification

Created a JTBD framework and 4 investor archetypes that became universal language across 6 functions during a 3-product unification. Tailored workshops, co-created project briefs, and lunch-and-learns turned the framework into a shared vocabulary.

Company
Wealthsimple
Role
Staff UX Researcher
Dates
December 2019 – April 2022
Focus
Jobs-to-be-DoneInvestor archetypesCross-functional adoptionProduct strategy
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