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Reimagining and Scaling Revalue’s
Investor Guidance Platform
Summary
Revalue partnered with Delve Collective to reimagine their Investor Guidance platform, making financial literacy more accessible. By introducing flexible service tiers—Explorer (freemium), Navigator, and Trailblazer—users could join at any time, creating a seamless experience that aligns with Revalue’s mission and values.
This strategic transformation exceeded expectations, driving user growth by 19 new members in just two months and significantly enhancing engagement.
Dive into the full case study to see how our values-driven, scalable approach can unlock growth and create meaningful, lasting user connections.
Discover key insights that could help elevate your own platform’s potential!
Challenge
Revalue, a financial services company focused on values-driven investing, needed to reimagine and scale their Investor Guidance (IG) platform. The existing platform faced barriers, including limited onboarding times, a paywall that restricted access, and a lack of clarity in branding and user experience on their Collaborative platform (hosted on Mighty Networks). Revalue sought to rebrand the Collaborative, enhance its user interface, and reduce friction, making it easier for users to engage and navigate the platform
Goals
Freemium Investor Guidance
Overhaul the Investor Guidance experience by removing existing barriers, streamlining the onboarding process, and introducing a tiered service model with a freemium option.
Collaborative Rebranding for Better UX
Rebrand the Collaborative and update its user experience to align with user expectations, reduce friction, and make navigation intuitive.
Quarterly Newsletter Redesign
Redesign their quarterly newsletter to better engage users and communicate updates effectively.
UX Coaching for Revalue Team
Provide ongoing UX coaching to empower the Revalue team to maintain high user experience standards.
Strategy
Discovery and Strategy: Conducted user interviews and testing to pinpoint friction points and gaps in the user experience. Based on insights, we developed a strategy to remove seasonal onboarding restrictions and introduce a freemium model, allowing users to join anytime.
Tiered Service Design: Crafted a tiered service model—Explorer (freemium), Navigator, and Trailblazer (paid tiers)—giving users access to various levels of financial literacy resources without paywalls, while maintaining a clear progression through deeper, premium content.
Rebrand and UX Update: Rebranded the Collaborative to ensure it better aligned with user expectations. This included a new visual identity and streamlined navigation to reduce friction and improve the overall user experience on the platform.
Newsletter Redesign: Revamped the quarterly newsletter to align with the platform’s new tiers and serve as an engagement tool to inform users of content updates and upcoming events.
User Experience Coaching: Provided Revalue’s team with coaching on UX best practices, ensuring that they could maintain and continually improve user interaction and platform usability.
Conclusion
Our strategy led to a range of successes:
Scalable Tiered Model: We successfully implemented a freemium model alongside paid tiers, allowing Revalue to scale their Investor Guidance service and engage users at different stages of financial education.
Increased Engagement and Friction Reduction: By rebranding the Collaborative and improving the UX, users found it easier to navigate the platform, leading to higher engagement and reduced friction in their onboarding journey.
Enhanced User Experience: The rebranding and UX updates ensured the platform met user expectations, creating a more intuitive experience that supported seamless access to content and services.
Redesigned Newsletter: The revamped newsletter played a key role in driving traffic back to the platform, informing users about new content and reinforcing the tiered service structure.
Key Metric Exceeded: Revalue’s goal to onboard 10 new users within the first two months post-launch was exceeded, with 19 new users joining the Collaborative, showcasing the success of the rebrand and tiered model.
