Finding flow with the fundamentals.
Sourcing investment deals and managing them is often an archaic and bloated process for all involved. Hence, Zen Manager aimed to change this with a simpler process.
While Zen Manager initially launched in early 2016, they wanted to better showcase its capabilities and how investors could use it to automate and optimize their private investments without a third party advisor.
The founder Tanveer’s ask was to elevate Zen Manager from a simple product marketing site to a powerful investment managing experience.
Making Better Investments.
Any good approach considers both the requirements to build what’s designed and how the end user will experience the product.
We used a modular design framework that would ease implementation from the initial marketing launch materials and empower the engineering team to take control of the implementation.
Pain points and breakthroughs.
To understand what makes investing software less than stellar, I quizzed a group of investors, high net worth individuals and entrepreneurs to write down their struggles. From this exercise, the team learned that people weren’t disappointed by core capabilities, but more the issue resolving layers of complexity with deal flow and document preparation.
Hence any build would have to offer an evolution of these tools rather than a complete departure from what the audience already knew.
Ready for prime time.
All of these improvements are driving massive gains in positive changes in testing. The new interface is seeing higher engagement from 30% of subscribers.
I’m rooting for Zen Manager. Their team is continuing to test and iterate on the product design concepts we created together. I can’t wait to see their next investment.