Turn 15-30% adoption into 60%+
For senior product leaders at banks & asset managers
Platform live for months. Features shipped. Adoption: stuck.
Adoption stuck despite ongoing shipping
Customers drop off at every handoff
Regulations buried in confusing UI
"What if this platform never takes off,
and I'm the one everyone blames?"
You need a defensible way to prove this works—so your reputation shifts from "tried" to "succeeded."
Six principles that turn fragmented platforms into workflows users adopt
Start from business outcomes, not features
One clear narrative across all screens
Discoverable, understandable, safe to try
Product, compliance, tech aligned
CFA/CFO pressure-test designs
Tune based on real client behavior
6-12 weeks · From $25K
Adoption Diagnostic
Why users aren't adopting
Workflow Mapping
How work actually gets done
Adoption-Ready Redesign
Key journeys rebuilt
Stakeholder Alignment
Everyone pulling same direction
Domain Validation
CFA/CFO pressure-test
Implementation Roadmap
Phased rollout with metrics
Platform becomes default workflow
Board-ready success metrics
Product, compliance, sales unified
Head of Product / VP Product / Platform Owner
Multi-million institutional platform program
Adoption stuck at 15-30%
Board pressure to justify investment
Consumer fintech (we focus on institutional B2B)
Platform hasn't launched yet
Looking for generic UX polish
Front-office banking experience + CFA/CFO validation
Founder, JoyCompass
I've been the institutional user stuck with your platform. I sold structured products through systems that failed me daily. I watched colleagues abandon new platforms and go back to Excel.
Then I became a designer to fix it.
12+ years on both sides: the frustrated user and the designer who solves it. I don't just make platforms prettier. I make them impossible to ignore.
(Brought in when needed)
Investment Workflows & Unit Economics
IPO Specialist, 20+ Years
5-minute assessment · See where you're stuck