Jenius Bank

VP Product Manager

As VP of Product, I led end-to-end development of web and mobile personal financial management tools — including net worth tracking, budgeting, and credit score features — from ideation through market launch. I owned the product roadmap, partnered with engineering and design, and embedded continuous discovery practices to keep the product grounded in real customer needs.

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

Key Metrics and Analytics

  • Daily/ Weekly/ Monthly Active Users

    • Tracks how many users are visiting Jenius View to track their finances

  • Feature Adoption Rate

    • Tracks how many active users engage with different features throughout Jenius View, such as net worth tracking, financial insights, automated budgeting, spend tracking, and credit scores

  • User Retention Rate

    • Measures if users are returning to Jenius View after their first interaction with the tool

  • Churn Rate

    • Measures how any users stop interacting with Jenius View

  • NPS

    • Measures how likely a user is to recommend Jenius View to others

  • Session Duration

    • Tracks how long users typically spend interacting with Jenius View during a single session

  • Time-To-Value

    • Track time until a user experiences the core benefit of Jenius View (the aha moment)

  • Product Stickiness

    • Measures how often users return within a given timeframe