Transforming Financial Engagement: GoalBased's Community Platform Lasso
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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
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
“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
Becca Long
COO at GoalBased
VERIFIED
“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
Becca Long
COO at GoalBased
VERIFIED
“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
Becca Long
COO at GoalBased
VERIFIED
“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
Becca Long
COO at GoalBased
VERIFIED
“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
Becca Long
COO at GoalBased
VERIFIED
“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
Becca Long
COO at GoalBased
VERIFIED
Team Structure
Client Team
Project stakeholder
Head of Engineering
Chris Anderson
Project stakeholder
President of GoalBased Investors
Becca Long
The client stakeholders at GoalBased were working closely with the team at Z1
Vendor Team
Production
1 x Backend Developer
Production
2 x UX Designer
Production
1 x Frontend Developer
Governance
2 x Project Manager
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