We set out to define a 3-year vision. We shipped it all by Q2 2026.
FSC Wealth had ambition but no tangible north star. Strategy decks gathered dust. Engineering had no clear picture of what they were building toward. Leadership needed proof the investment was worth making.
Before any code was written, I co-led the cross-functional research and strategy effort that defined the 3-year FSC Wealth vision. Then I made it tangible — alone, over a 4th of July weekend — with a prototype that turned a strategy deck into something people could touch, feel, and believe in.
Cross-functional future-casting across Design, PM, R&I, Engineering, Sales, Leadership, and customers. Experience mapping, How Might We framing, opportunity assessment.
6 products in one unified ecosystem. Run My Day, Client 360, Intelligent Householding, Performance Analytics, Meeting Center, Third-Party Data. One designer. One holiday weekend.
Vision film that reinvigorated the project, aligned the team, inspired leadership, and secured investment for the full ecosystem roadmap.
Cross-functional workshop spanning Design, PM, R&I, Engineering, Sales, Leadership, and customers
Complete ecosystem architecture from one prototype weekend
Investment and engineering allocation for the full ecosystem roadmap
Vision film that aligned a distributed organization
3-year vision delivered 2 years ahead of schedule
Run My Day, Meeting Center, and Command Center shipping to production