Finroy

Developing AI Powered Budgeting

Fractional Lead
Fintech
AI

Challenge

Finroy, founded by Bill Murphy—well known in Canadian FinTech for scaling and exiting Wagepoint—had spent two years developing a product for accountants and small business owners but struggled to find product-market fit or secure investment. Recognizing the need for a new direction, Murphy engaged me to evaluate the product, provide a clear strategy, and help position the company for its next phase.

Objective

My role was to help redefine the product vision, align it more directly with the needs of small business owners, and guide the company toward a fundable and buildable plan.

Outcome

I began with a product audit and consultation that shaped a new brand direction and investor story. This work supported Finroy in raising $1M in funding. Following the raise, I was engaged as Fractional Product Lead to carry the vision through execution—leading product requirements, UX research, design, and marketing alignment, while sourcing and managing a technology team to deliver the MVP.

Outcome

I began with a product audit and consultation that shaped a new brand direction and investor story. This work supported Finroy in raising $1M in funding. Following the raise, I was engaged as Fractional Product Lead to carry the vision through execution—leading product requirements, UX research, design, and marketing alignment, while sourcing and managing a technology team to deliver the MVP.

Impact

Finroy emerged with a clear direction, secured seed funding, and built momentum toward launch. The company is now positioned to bring an AI-powered budgeting tool to market with a strong foundation and a focused product strategy.

Additional Case Studies

Fideum

Brand Positioning for a Crypto Bank

BlockBank had a strategic imperartive to rebrand and establish a stronger brand for it's intitutional banking opportunities. The company was looking for a unified market position that could communicate trust and security while still supporting a modern consumer experience.

Project Based
Blockchain
Finance
Catalist

Reimagining Social Impact Collaboration

Catalist, founded by Vincent Arena, set out with an ambitious mission: to help social impact organizations collaborate more effectively, reduce inefficiencies, and share resources, knowledge, and access in order to accelerate meaningful ventures. Despite a strong vision, the initial MVP struggled to deliver the dynamic and interactive experience needed to bring this mission to life.

Fractional Leadership
Social Impact
Finroy

Developing AI Powered Budgeting

Finroy, founded by Bill Murphy—well known in Canadian FinTech for scaling and exiting Wagepoint—had spent two years developing a product for accountants and small business owners but struggled to find product-market fit or secure investment. Recognizing the need for a new direction, Murphy engaged me to evaluate the product, provide a clear strategy, and help position the company for its next phase.

Fractional Leadership
Fintech
AI

Have a Project in Mind? Let's Chat