AI Finance App (Ego) – $2M Secured Through Product Strategy

The Challenge

Ego, an AI-driven finance app, had a powerful technology stack but struggled to:

• Communicate its value proposition to both users and investors.

• Differentiate itself from traditional finance apps and AI-driven competitors.

• Present a clear product roadmap to secure funding for further development.

The Goal

The goal was to craft a compelling product vision, optimize the user experience, and secure funding to scale the platform.

My Approach & Strategy

🔹 Conducted competitive analysis to identify unique market opportunities.
🔹 Crafted a differentiated value proposition, focusing on AI-driven financial automation & predictive analytics.
🔹 Defined key user personas to align the product’s features with real-world needs.

🔹 Redesigned the dashboard experience, making AI recommendations more transparent and actionable.
🔹 Implemented gamification elements, encouraging users to engage with financial goals.

🔹 Developed a compelling pitch deck showcasing market demand, user growth potential, and the AI-powered differentiation.
🔹 Demonstrated a clear monetization strategy, combining subscription models and AI-driven financial insights.

1.Developing a Strong Product Vision & Market Fit

2. Optimizing UX for Engagement & Retention

3. Creating a Winning Investment Pitch

The Results

✅ $2M in secured investment, providing funding for product expansion.
✅ Higher user engagement & retention, thanks to UX improvements.
✅ Stronger market positioning, making Ego more attractive to both users and stakeholders.

Key Takeaway

A strong product vision and strategic UX decisions can secure funding and drive long-term product success.