Jenius Bank
VP Product

Web and mobile app development of personal financial management products from ideation to market launch, including net worth management, budgeting, and credit scores and factors.

Year
2023 - Current

Company
Jenius Bank

Jenius View

A personal financial management tool launched in 2024 with the following features:

  • Net worth summary

  • Spending insights

  • Enhanced transactions

  • Automated budgeting

  • Financial notifications (Insights)

  • Spending trends

  • Credit scores and factors

Product Stack

  • Customer Needs Hierarchy



    MVP product focused on foundational customer needs for financial monitoring and stability. Post MVP was focused on forecasting, guidance, and life goals.

  • MVP Launch - Jenius View



    Free feature to Jenius Bank holders, allowing users to understand total financial picture via tracking finances, current net worth, spend analysis, automated budgeting, personalized insights, all in realtime.

  • Financial Health App



    Personal financial management tools embedded throughout Jenius Bank’s entire ecosystem, treating financial health as first-class user experience.

  • Personalized Financial Insights


    Personalized realtime insights to notify users of account changes, trends, unusual activity, upcoming charges, and more to keep users aware of financial health.

  • Automated Budgeting

    Automated budgeting and categorization based on prior spending behavior, with customization for user personalization and realtime budget tracking.

  • Credit Score & Factors

    Weekly credit score refreshes with detailed credit factors, explanations, and tips describing changes in credit behavior.

Product Walkthrough

UI Walkthrough

Demo of mobile app experience

Metrics and Analytics

  • Daily/ Weekly/ Monthly Active Users

    • Tracks how many users are interacting with product

  • Feature Adoption Rate

    • Tracks how many active users engage with specific features

  • User Retention Rate

    • Measures returning users after first product interaction

  • Churn Rate

    • Measures how many users stop engaging with product

  • NPS

    • Measures how likely a user is to recommend product to others

  • Session Duration

    • Tracks how long users spend on your product during a single visit

  • Time-To-Value

    • Track time until a user experiences the core benefit of product

  • Product Stickiness

    • Measures how often users return within a given timeframe