The challenge
The UK’s largest flat-fee investment platform ran a fragmented estate: a trading platform, a marketing site, two mobile app estates and two media brands, each with its own priorities.
At the same time it needed to launch subscription pricing and rebuild its app in-house, all within FCA compliance.
What I did
- 01
One roadmap
Built a single, globally ranked roadmap of 67 initiatives across six channels, tied directly to the company’s growth goals for customers, revenue and assets.
- 02
Prioritisation & governance
Authored the prioritisation framework (impact, ease and risk scoring, Now/Next/Future lanes, and a governance gate for large changes). It was adopted across the business.
- 03
Pricing research
Ran bundled-pricing UX research with prototype testing across customer segments, which shaped the tiered flat-fee model.
- 04
Risk & compliance
Chaired product risk, owning the process documentation and audits that kept products and systems within FCA standards. Also rebuilt onboarding and ID&V with Onfido.
The result
- Net activations up 5 points
- Assets under administration up 10%
- A tiered flat-fee pricing model that still underpins ii’s plans
- A prioritisation framework adopted across the business