<ul><li>The Women & Money Discussion Series was created to help women improve financial literacy, budgeting, investing, and long-term planning, focusing on building with the audience.</li><li>The study involved collecting user needs, validating feature hypotheses with a cohort of women, assessing product-market fit for a new personal finance product utilizing AI, evaluating technology options (AI vs. SaaS), and distribution strategies (B2B vs. D2C).</li><li>The phased plan includes launching a pilot D2C offering to gather feedback, followed by engagement with B2B partners, refining features based on feedback, usability testing, and expanding the user base through marketing and community building initiatives.</li><li>The approach aims to enhance financial wellness through technology, community engagement, expert sessions, and personalized content, with a focus on user feedback, retention, and satisfaction.</li></ul>

Personal Finance App: Product-Market Fit Study

Discover more