Helping an Entrepreneur
Build a New Fintech SaaS

Case Study

United States


Advisor Metrix needed to launch a complicated product for financial advisors, not break the bank on an MVP, and get to market quickly. The founder was looking to productize his experience, but didn’t know how to strategize a digital product.


Delivering insights for financial advisors

Advisor Metrix is business intelligence and insights software as a service
product, designed to deliver insights for financial advisors interested in
making better business decisions. In Advisor Metrix users can:

  • → Manage the prospect pipeline, and identify the most productive products, relationships and client segments at-a-glance

  • → Track money movement in real-time

  • → And view current asset and revenue opportunities and gaps


Quickly meeting a gap in the market

This SaaS product was the brainchild of Thom K Hall, an experienced financial advisor. He spotted a gap in his market for a software product that helps advisors gain a holistic overview of their business.

Other than actually building the product, the three key challenges he faced were:

→ Knowing which features to build first in-order to get to market quickly, while ensure the product served customers well.

→ The finance industry is highly regulated, so it was important the software met the stringent security standards expected of products in the fintech space.

→ He needed the product to collect financial data from many sources and have it display that information in one place for his customers.

As an entrepreneur without the coding skills to overcome these challenges himself, he turned to the DevSquad.

DevSquad was invaluable in strategizing which features to build first. They pulled off a very complicated product launch and I’m grateful I chose them and avoided many of the horror stories I’ve heard from other founders.
Thom K Hall
Founder of Advisor Metrix
double quotes


Validate before you build

Firstly, we helped Thom make the all important decision about which features to build first. We did this through customer validation techniques, including participating with Thom at industry events to gather data from prospective users. Once the feature priority list was determined, we implemented a SCRUM development approach to build these features quickly.

And to ensure the product met all financial regulations, we implemented a rigorous security framework, ensuring all financial data inside the software was protected through sophisticated encryption.


Launching the MVP

In the end, we built a new SaaS product that helps financial advisors gather information from many sources in a single app, and displays that information so they can make smarter decisions faster.

DevSquad continued to provide strategic roadmap planning and highly skilled QA management services to ensure alignment with user needs and expectations.

Key skills DevSquad offered

Ball Circles
Product Strategy
Product Validation
MVP Development
Roadmap Planning
UX Design
Product Management
Quality Assurance