Documentation (Anonymous)

Lean Canvas

Resources

Training Version

  • wiki does not allow table format so…

Problem

  • 90% of the UK population do not have ready access to professional personal financial advice.

Solution

  • A gamified and smart website that models people’s financial future.

Unique Value Proposition

Unfair Advantage

Customer Segments

  • People preparing to see an IFA - pre-prep (sell to IFA’s to offer lower fee)
  • IFA’s
  • those coming up to retirement
  • schools - aka SumDog

Key Metrics

Channels

Cost Structure

Revenue Streams

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