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CONTENT

01. Our Team

02. Value Proposition Canvas

03. Elevator Pitch


DREDEV

04. Prototype demo


02
CUSTOMER
Population

99.7M
SEGMENT
• Tech-savvy young professionals

• Typically aged 20-35


31.1M+
Persons aged 15-34
• Seeking comprehensive financial advisory
(31.2%)
solutions for effective financial
management and goal achievement
EMILY COOPER
Age: 23
Occupation: Entry-level Software Developer
Annual Income: $60,000
Financial Goals:
• Pay off student loans
• Save for a new car
• Start investing for retirement
Financial Challenges:
• Limited knowledge about investing
• Overwhelmed by different financial products
• Worried about making wrong financial
decisions
DREAM DIVERGENT

VALUE
PROPOSITION
"Dream Divergent: Empowering young
pros with holistic financial advisory. We
provide planning, savings management,
and tailored investment guidance for
financial success.
VALUE PROPOSITION CUSTOMER PROFILE

GAIN CREATORS S
IN
GA
PRODUCTS & SERVICES

CUSTOMER
JOBS
PA
IN
PAIN RELIEVERS
S
VALUE PROPOSITION CANVAS
Financial independent &
Updates & insights on
investment knowledge
market trends
Personalized
GAIN CREATORS
GAINS investment
recommendations

Performance analytics and


reports
Visual progress
tracking & goal-setting
VALUE PROPOSITION CANVAS

Educational resources
Lack of personalized
guidance -> Frustrated
Risk assessment tools and Wrong investment
analysis decisions

PAIN RELIEVERS PAINS

Simplified investment process Worried about the reliability of


investment platforms.
VALUE PROPOSITION CANVAS
Lacking knowledge in
financial markets &
User-friendly interface
investment strategies
Simplifying
Investment

PRODUCTS & ?CUSTOMER


SERVICES
JOBS

Challenges in finding
Financial planning
investment options
companion
DREAM DIVERGENT

ELEVATOR PITCH

TARGET CUSTOMER CUSTOMER PAINS CUSTOMER NEEDS

• Tech-savvy young • Limited knowledge about • Tailored portfolio suggestions


professionals investing for simplified investing
• Typically aged 20-35 • Overwhelmed by diverse decisions
• Seeking comprehensive financial products • Real-time performance tracking
financial advisory solutions • Constant worry about making for clarity in financial product
wrong financial decisions selection
• Extensive educational
DREAM DIVER
PURPOSE OF
PRODUCTS
PORTFOLIO SUGGESTION
Diverse portfolios customized for risk
tolerance and targets of saving

PERFORMANCE TRACKING
Vivid graphs to track performance and
provide insights to financial products

FINANCIAL EDUCATION
Up-to-date market news serving as an
educational tools for users to learning
abour saving and investment
GENERAL USER FLOW

STEP ONE STEP TWO STEP THREE


Assess risk tolerance through Customize your own portfolios Keep track of asset
set of questionnaires based on investment guidance performance
THANK YOU FOR LISTENING !

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