What future actions will promote the Personal Finance Management Industry to make it more attractive for investment? What future actions or innovations will overcome the obstacles to the industry’s growth? What headwinds may be introduced that could throttle the industry's growth or lead to consolidation?

Our company operates in between the Personal Finance Planning and Budgeting Space. We believe we know a lot about our consumers and target consumer base, but we need to look forward at how the industry will evolve with the introduction of generative AI and other finTech solutions being released.

We want to collaborate with students to identify key market trends and assist in our go-forward plans.

This will involve several different steps for the students, including:

• Familiarizing themselves with our products, target market, and industry.
• Analyzing growth trends, stagnation patterns and decline analytics.
• Identifying areas of promising innovation and areas that are slowing down.

Bonus steps in the process would also include the following:

• Recommending strategies to position our company best.

By the end of the project, students should demonstrate:

• Familiarity with our products, market and industry
• Understanding of growth trends and stagnation patterns
• Identification of areas of promising innovation

Bonus steps would include:

• Recommending how we can best position ourselves within the industry

Final deliverables should include

• A final report.
• A 10-minute presentation.

Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:

• Our products and services
• Our current understanding of the industry
• Input on choices, problems or anything else the students might encounter.