Progress Board

Where and When: Premium Web Experience, 2013
Relevant Metric: Premium client retention
Result: Increased average paying customer lifespan


Despite being the go-to tool for Learnvest clients to track their finances, Learnvest's "Money Center" had a problem. For a variety of historical and technical reasons, it contained no references to the personalized financial advice at the heart of the premium product offering - a noticeable gap.

The “Progress Board” project was a first step toward closing that gap, incorporating information previously available only in a PDF plan while also helping to fork a “premium” level of software to encourage upsell and retain premium clients by making that software provide real value toward achieving against that plan.

Additional Information

View detailed Case Study and process documents