
Jun 3, 2026
The New Moneywise.co.ke
Invited muthoniiwa@gmail.com Pinch Africa rwkarina@gmail.com sema@moneywise.co.ke
Attachments The New Moneywise.co.ke
Meeting records Transcript Recording 


Summary
Development strategy session defined a centralized digital ecosystem for financial literacy and empowered user engagement.Centralized Digital Hub StrategyDiscussions centered on shifting from a supplier-client model to a co-creation partnership. The team prioritized a centralized digital hub to streamline financial literacy and debt management resources.Rebranding and User SegmentationThe decision was made to pivot the brand identity toward an ecosystem model. This approach segments visitors into 3 distinct user groups for improved conversion.Digital Tools and TimelinePlans include digitizing proprietary assessment tools and implementing a modular e-learning structure. Launch of the initial platform phase is set for 2.5 weeks from project start.

Rate this Summary: Helpful or Not Helpful


Decisions
ALIGNED
Shift to Money-Wise ecosystem brand The team aligned on transitioning the brand architecture from a Rina-centric model to a 'Money-Wise' ecosystem that serves as a central hub for financial literacy services and tools.
Prioritize digital learning and self-service tools The team decided to prioritize the development and promotion of digital learning modules and self-service assessment tools over one-on-one coaching to enable scalable client empowerment and revenue.
Independence from third-party hosting platforms Money-Wise decided to cease using third-party hosting for their content and build an independent platform to maintain full control over their brand assets and user experience.
Consolidation of digital website properties The team decided to redo and consolidate their digital web presence into one central platform to support the new ecosystem strategy.

We've updated the Decisions section using your feedback.
Let us know what you think: Helpful or Not Helpful


Next steps
[Rina Hicks] Check Copyright: Verify legal usage permissions for the personality assessment tool. Determine necessary steps to adopt or adapt the material for the Money Wise platform.
[Rina Hicks] Share Content: Provide the current 20 question assessment and results format to the developers. Enable the technical team to review and digitize the content.
[Rina Hicks] Review Copyright: Investigate legal requirements to incorporate the existing values clarification program into official company offerings. Assess the feasibility of adapting this content to avoid potential infringement issues.
[Pinch Africa] Digitize Tools: Develop the digital versions of the wealth management and assessment tools on the new platform. Ensure these resources function as accessible modules for user interaction.
[Robinson Muigai] Create Draft: Develop a draft of the new website for team review.
[Robinson Muigai] Share Project Materials: Email a folder containing the branding manual and necessary project resources.
[Robinson Muigai] Share Meeting Notes: Distribute the summary of recorded action points to all participants.
[Robinson Muigai] Prepare Backend Demonstration: Showcase technology and backend tools to assist with management in the next meeting.
[Rea] Lead Implementation Process: Manage the website development process on behalf of the client team.


Details
Meeting Purpose and Scope: The meeting was convened to discuss the development of a centralized digital hub for Money - Wise, intended to act as a "one-stop shop" for financial literacy, debt management, and investment resources (00:00:00). Robinson Muigai and Rina Hicks discussed the importance of moving away from a supplier-client relationship toward a co-creation partnership model where Pinch Africa provides the technical expertise and infrastructure while respecting the unique needs and mission of the Money - Wise audience (00:03:41).
Goal for Centralized Platform: Rina Hicks expressed the objective of creating a central digital hub, acting as a funnel for various services including speaking engagements, coaching, courses, and books (00:08:12). The goal is to provide a user-friendly interface where clients can easily access specific resources, modeled after platforms that prioritize clarity and minimal navigation to address common user inquiries regarding debt and investment upfront (00:10:39).
Vision for Financial Empowerment: The overarching vision is to foster an educated and empowered population across Africa, helping them achieve financial freedom and escape the bondage of debt and financial misinformation. Rina Hicks emphasized the need for a website that is intuitive, interactive, and avoids the "straightjacket" of formal financial jargon, instead providing a warm and engaging experience that encourages users to return (00:11:32).
Rebranding Money - Wise: Muthoni Waweru identified that the brand currently relies too heavily on Rina Hicks, creating a sustainability issue where users demand personal interaction rather than engaging with the company as a whole (00:14:08). The team proposed transitioning the brand identity to represent "Africa's financial confidence ecosystem," shifting perception away from being seen merely as a book, course, or coaching business (00:15:45).
Customer Journey Segmentation: To improve user conversion, Muthoni Waweru suggested segmenting website visitors into three distinct groups: individuals, investors/corporates, and diaspora clients (00:15:45). The proposed strategy involves designing specific "start your journey" pathways for each segment, allowing users to take assessments and access relevant content like investment confidence, wealth preservation, or cross-border investing resources (00:17:22).
Elevating Learning and Digital Products: While investment commissions currently provide the most revenue, Rina Hicks expressed a desire to shift focus toward elevating the learning platform, specifically for budgeting tools, debt management resources, and financial assessments (00:21:39) (00:23:54). The goal is to provide standalone digital products that clients can purchase or access without needing direct, time-intensive intervention from coaches (00:22:45).
YouTube and Content Strategy: Rina Hicks confirmed that Money - Wise owns the copyright to their video content and plans to integrate YouTube feeds directly into the website to create a cohesive user experience (00:23:54). This approach aims to reduce the disconnect between the website and external media, allowing users to watch content directly on the platform (00:24:50).
Digitization of Proprietary Tools: The team discussed the necessity of digitizing several existing manual or third-party tools, including a money personality test, a values clarification exercise, and a wealth management assessment (00:27:40) (00:30:22). Robinson Muigai noted that Pinch Africa can help automate and customize these assessments, ensuring they are legally and technically structured as proprietary Money - Wise products rather than being reliant on external copyright or platforms (00:28:39).
Faith-Based Value Proposition: Money - Wise highlighted that their faith-based background is a unique selling point that builds initial trust with their client base (00:31:23). They emphasized that their approach involves addressing behavioral and value-based money management before moving into technical financial advice, which serves as a foundation for all their coaching and corporate engagements (00:32:15).
Modular E-Learning Approach: In discussing e-learning functionality, Rina Hicks explained the transition from a flagship seven-week course called "Investable" to a modular structure where users can access specific lessons or tools as needed (00:34:22). Pinch Africa noted their readiness to implement this modular design, ensuring that course content is interactive and visually engaging to maintain user interest (00:45:23).
Project Reference - Leader Development: Wilson Julius from Pinch Africa demonstrated a previously developed tool for a separate leader development project to show how assessments, dashboards, and courses can be integrated (00:38:46) (00:44:09). The demonstration showcased features such as user progress tracking, personality labeling, and automated prompts for further coaching based on assessment results, providing a viable roadmap for the Money - Wise project (00:39:58) (00:44:09).
Proposed Development Timeline: Robinson Muigai proposed a timeline for the project, starting with a draft presentation for the client next week, with the goal of launching a functional phase one version within two and a half weeks. The strategy involves consolidating the brand, creating an 80% complete version for launch, and subsequently providing support for maintenance and further enhancements (00:49:50).
Backend Automation and AI Integration: Robinson Muigai outlined phase two of the project, which will focus on backend automation and the implementation of AI tools to assist Money - Wise in managing client communications and operations. This is intended to address the current manual handling of their high volume of client inquiries and data (00:50:54).
Project Scope and Alignment: Robinson Muigai and Rina Hicks discussed the next steps for their collaboration, with Rina Hicks requesting a draft from Robinson Muigai to ensure alignment on the project scope. Robinson Muigai agreed to share an email containing a folder with a branding manual and other necessary materials, and Rina Hicks confirmed that Rea would lead this process on their end (00:54:17).
Meeting Conclusion: Rina Hicks and Robinson Muigai concluded their conversation by wishing each other well for their subsequent meetings and the remainder of the afternoon (00:54:17).
Project Debrief and Assessment: Following the conclusion of the formal meeting, Robinson Muigai reflected on a one-day conference project, discussing the visual design and event delivery. Robinson Muigai identified a cost of $3,500 for a single site related to a project referred to as "My little big thing" and noted the use of CSV files for testing purposes (01:07:59).


You should review Gemini's notes to make sure they're accurate. Get tips and learn how Gemini takes notes
How is the quality of these specific notes? Take a short survey to let us know your feedback, including how helpful the notes were for your needs.

