This is my final presentation for my final project at Product School. Every student can choose their favorite product/company. I chose Revolut, the challenger bank. I came up with Revolut Wealth, an automated wealth investment product, which I think Revolut should work on next. The whole process was so fun. I loved every part of it.

1. Revolut Wealth
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Investments made simple

2. Users
10 M
Valuation
$5.5 B$6 B
Monthly Transaction
Volume
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3. Challenger Banks
Digital only, Branchless banking
Mobile Centric Transparent User Friendly
Easy Monitoring Personalization
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4. Managing your entire financial life
from a single app
Core Value
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5. @talktold
Revolut
1
2
3
4
5
6
7
Online
Bank
Currency
exchange
Mobile
Insurance
Budgeting
Trading
Perks
Donation

6. Customer Acquisition by 20%
Customer Retention by 10%
Goals
Increase {
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7. Toby, App Developer
(Tech Savvy)
Goals/Outcomes:
• Likes to keep track of his
spending
• Occasionally trades
stocks and crypto.
Needs/Wishes:
• Invest in Tax-Saving
funds
Personas & their Needs
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8. Cara, Ski Champion
(Traveller)
Goals/Outcomes:
• Withdraw money abroad
with no fees
• Buy travel insurance
Needs/Wishes:
• Get some interest from
stashed money
Personas & their Needs
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9. Personas & their Needs
Mike, Father
(New Parent)
Goals/Outcomes:
• Manage his budget with
a budget planner
Needs/Wishes:
• Save money for child’s
education.
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10. Revolut Wealth
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Based on Needs
Hand Picked

11. Revolut Wealth – Mockup
Select Financial
Goals
High Performing
Funds
Revolut Wealth

12. Revolut Wealth – Mockup
Pay using
Revolut
Split across
funds
Investment
Stats

13. Revolut Wealth Benefits
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Wealth CreationJargon Free Easy Monitoring

14. Why Revolut Wealth
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Acquire & RetainCore Value $2.2 Trillion

15. Success Metrics
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No.of New users
using Revolut Wealth
No.of Existing users
using Revolut Wealth
Average funds/user

16. Go-to-Market Launch Plan
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Pre-Launch Launch Post-Launch
On-Boarding
Animated Video
Opt-In Program
Iterate
Graphic Poster
Engineers on call
In App Notification
Press Release
Ads: Adwords, Youtube,
FB & Insta Ads
Finance Influencers
Blog posts, Email
campaign
Monitor: Reviews,
Comments, Metrics

17. Thank You
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