Many companies are realising that old ways of serving clients and one-size-fits-all approaches are not what customers expect. Technology, including AI, is disruptive old models and this presents threats but also huge opportunities to help people better understand and manage their relationship with money.
From advising on product development, to creating market segmentation based on psychological needs, I have supported organisations of all sizes—from large financial institutions to early-stage start-ups.
My contributions have ranged from internal strategy (eg: research design, product design) to designing customer surveys to assess money personality types.
My clients in this space include: Schroders, Marygold Financial Services, Aviva, AQUA.