You're working on a financial product that wants to tailor the experience to each user, such as surfacing relevant insights, reminders, or recommendations. The team believes personalization can improve trust and usefulness, but there is concern that using too much personal data could feel invasive and reduce confidence in the product.
How would you think about the trade-off between personalization and privacy in a financial product?
Ability to identify core user needs in a sensitive domainUse of jobs-to-be-done to decide when personalization is actually valuableJudgment on product trade-offs between relevance, trust, and controlDefinition of concrete success criteria and guardrails