JOBS TO BE DONE
Customer hears about application through social media, financial news services, financial institutions, as well as merchants. He/she is expected to have various accounts with different financial institutions and/or crypto exchanges, and the idea of having access to all data in one application has a good deal of appeal, as does the ability to integrate and analyze that data.
As this application is B2C, the customer fulfils the roles of job executor, product lifecycle support team and buyer.
The potential user would be expected to explore the many uses of the application and the ease with which it can provide useful information about financial activities.
The potential user is offered a free trial period of use and a number of different purchase plans that can be chosen after that. These purchase plans would be offered at several levels ranging from basic, which would be quite inexpensive, for a user with modest needs, up to a level that is more expensive (although not very expensive) for those with more complicated financial situations who may need more complex data analysis.
Delivery is online, is designed to be easy, and is undertaken with emailed instructions for user onboarding.
Users are provided with on demand access to information tools for analyzing their data.
Most of the help required by users would be adequately addressed by self service and automated services, but personalized help would be available by chat or phone 24/7.