Digital Financial Empowerment Platform

Market Research
Identified Solutions
Solution Ranking
Personas
Interview Simulations
Customer Journeys for the top ranked Solutions
Final Venture Recommendations

620Sources
27Potential Ventures
10Simulated Interviews
40Research Hours equivalent*

* Based on customer feedback and comparison to consulting benchmarks from U+

27 Solutions Discovered including:

01 - Digital Financial Empowerment Platform

Financial Wellness Program

A holistic financial wellness program that includes education, budgeting tools, and access to financial planning services, emphasizing the importance of financial wellness as part of overall health.

02 - Digital Financial Empowerment Platform

Financial Planning App for Families

A comprehensive financial planning app for families, integrating budgeting, savings, insurance, and retirement planning tools into one cohesive solution.

03 - Digital Financial Empowerment Platform

AI-Powered Budgeting Assistant

An AI-powered budgeting assistant that provides personalized budgeting advice and real-time financial insights to help users manage their finances more effectively.

24 MORE ...

This report provides an in-depth analysis of the challenges associated with financial literacy and consumer awareness in the insurance, savings, and investment sectors. It explores the development of comprehensive financial education programs, budgeting tools, and personalized financial advice aimed at empowering young professionals, families, gig workers, and underinsured individuals in the USA. The report emphasizes the importance of localization, personalization, and integration with existing financial products, while ensuring user engagement, data security, and high-quality educational content. Solutions were developed using 14 different ideation methods and validated through AI-driven customer simulations, offering actionable strategies to help consumers make informed decisions about their financial future.