Sample Synthetic Focus Group Report

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SimpleWealth - Sprint II Features Testing

Focus Group Type: Digital Product Feature Validation

Testing New Product Features β€’ 8 synthetic participants β€’ March 15, 2025

Key Takeaway

Users love the goal visualization features but are anxious about giving up control to automation. Making auto-rebalancing optional could increase adoption by 28%.

What We Tested

Auto-Rebalancing

Automatic portfolio adjustments to maintain target allocation

Goal-Based Buckets

Separate savings accounts for vacation, house, education, etc.

Wellness Scoring

Overall financial health score based on savings and spending