Building a Financial Wellbeing Platform for employees

Product management

Product Design

Web

When

2023

Role

Product Manager / Designer

For

Claro Wellbeing

Overview

Claro built a platform to service employers needs to improve financial wellbeing within their workforce. Definition, development and launch were all completed within 3 months, allowing an incredibly fast go to market for our solution.

Problem

Employers realised a need to improve the financial wellbeing of their employees

With the cost of living crisis and other pressures, financial wellbeing became a priority among employers. There became a clear need for a new type of service.

Approach

Fast and streamlined process utilising an agile sprint structure focused on priorities

By prioritising and constant validation through testing and sales feedback, we were able to focus on building a rich core feature set.

Solution

Engaging and functional platform delivering Claro’s financial wellbeing tools

We focused on creating a simple experience for the end user that enabled them to easily navigate and understand Claro’s wellbeing features, including budgeting, coaching services and live workshops.

Outcome

Within 3 months we built the full platform, speeding up Claro’s go to market and achieving our original goals. Our budgeting and coaching features became popular and received excellent feedback from employers and importantly employees.

Contact

Email

jbeken@hotmail.co.uk

Phone

+44 7495060487