About

Z1 partnered with GoalBased Investors to create Lasso, a community-based platform connecting investors and financial advisors. By designing intuitive and visually engaging apps, Lasso simplifies financial planning for users. The collaboration resulted in positive feedback from investors and advisors, leading to successful seed funding and continued development of the platform. Read more

CASE STUDY DETAILS

Client logo

GoalBased

SME

New York, United States

Team augmentation

6 - 10 people

3 - 6 Months

€20 - 50K

Agile

FOCUS AREA

Challenge, approach, and impact

  • Democratizing Financial Expertise: Creating Lasso for All

    With the goal of bridging the financial literacy gap, Z1 collaborated with GoalBased Investors to develop Lasso, a user-friendly, community-based platform. Overcoming the challenge of accessibility, Lasso's mobile-first consumer app and tablet-first advisor app established effective communication and empowered users from all backgrounds to engage in meaningful financial planning conversations.

  • Developing an Intuitive and Engaging Financial Platform

    Z1's main objective was to ensure Lasso's usability for all users, regardless of their financial knowledge. We worked closely with GBI to simplify the user experience, design intuitive interfaces, and create seamless communication between investors and advisors.

Testimonials

Two blue lines

“The Z1 team truly felt invested in our product and in the goal of bringing the best possible experience to market. The team was very detail-oriented and would take the initiative to proactively fix or improve workflows within the Lasso tools, resulting in a more seamless user experience within the product.“ Read more

Anonymous

COO at GoalBased

VERIFIED

Two blue lines

“The Z1 team truly felt invested in our product and in the goal of bringing the best possible experience to market. The team was very detail-oriented and would take the initiative to proactively fix or improve workflows within the Lasso tools, resulting in a more seamless user experience within the product.“ Read more

Anonymous

COO at GoalBased

VERIFIED

Two blue lines

“The Z1 team truly felt invested in our product and in the goal of bringing the best possible experience to market. The team was very detail-oriented and would take the initiative to proactively fix or improve workflows within the Lasso tools, resulting in a more seamless user experience within the product.“ Read more

Anonymous

COO at GoalBased

VERIFIED

Two blue lines

“The Z1 team truly felt invested in our product and in the goal of bringing the best possible experience to market. The team was very detail-oriented and would take the initiative to proactively fix or improve workflows within the Lasso tools, resulting in a more seamless user experience within the product.“ Read more

Anonymous

COO at GoalBased

VERIFIED

Two blue lines

“The Z1 team truly felt invested in our product and in the goal of bringing the best possible experience to market. The team was very detail-oriented and would take the initiative to proactively fix or improve workflows within the Lasso tools, resulting in a more seamless user experience within the product.“ Read more

Anonymous

COO at GoalBased

VERIFIED

Two blue lines

“The Z1 team truly felt invested in our product and in the goal of bringing the best possible experience to market. The team was very detail-oriented and would take the initiative to proactively fix or improve workflows within the Lasso tools, resulting in a more seamless user experience within the product.“ Read more

Anonymous

COO at GoalBased

VERIFIED

Team Structure

Client logo

Client Team

Project stakeholder

Becca

President of GoalBased Investors

Becca Long

Project stakeholder

Chris

Head of Engineering

Chris Anderson

The client stakeholders at GoalBased were working closely with the team at Z1

Client logo

Vendor Team

Governance

2 x Project Manager

Production

1 x Frontend Developer

Production

2 x UX Designer

Production

1 x Backend Developer

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