Wealthsimple App Unification
I built the JTBD framework and investor archetypes that six functions used during Wealthsimple's product unification. The research also gave Product the evidence to leave Cash out of version one.
At a glance
- MY ROLE
- Staff UX Researcher
- TIME
- 1 quarter, with parts of the work running inside 2-week design sprints
- METHODS
- Ethnographic interviews
- JTBD
- Journey mapping
- Co-synthesis
- Workshops
- OUTCOME
- Cash removed from V1
- Account-based IA
- Framework adopted across 6 functions
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