Challenge
With the ambitious vision to become the leading source of AI-enabled investment ideas for public securities, the objective was, to augment investment research and decision-making for retail investors with sophisticated AI recommendations.
The primary goals were:
Utilizing content to establish an audience and user base,
Leveraging premium data, analytics, and insights to expand the user base
Testing the product, offerings, and monetization strategy (MVP)
Optimizing the product for the best user consumption method.
Solution
A responsive web-based platform was developed utilizing existing AI technology.
Personalization was introduced into the data viewing process. The 'investor type' selection feature enables users to customize the dashboard to their needs. A product tour was developed to assist users in understanding the tool.
A subscription model was implemented, featuring a 7-day trial to bolster user trust and enhance conversion rates and engagement over time.
Lastly, a landing page was established under the Forbes domain to attract and encourage user engagement on the platform.
