The goal.
Building the Airbnb of Finance Mentorship
Meet ISM
ISM (Institute of Strategic Management) is a leading education provider specialising in finance and business training. For over 20 years, they have helped professionals in the finance industry gain the skills, qualifications, and accreditation needed to succeed. Their programs focus on real-world learning, from mortgage broking to leadership and compliance, ensuring that finance professionals stay ahead in an evolving industry.
The approach
Shifted mentorship from traditional to digital-first, making it more accessible, scalable, and value-driven.
Designed a scalable business model to meet the needs of mentees, mentors, aggregators, and regulatory bodies.
Developing a structured mentorship journey with integrated tools for learning, tracking, and compliance.
The challenge
ISM set out to redefine finance mentorship by transforming a fragmented, outdated system into a structured, digital-first experience. More than just digitalising the process, the goal is to build an accessible, efficient, and compliant ecosystem: a platform designed to become the Airbnb of finance mentorship, making high-quality guidance more scalable and accessible than ever.
Progress & Next steps
Platform framework & features design - ensuring accessibility, compliance, and user engagement.
Stakeholder alignment - refining onboarding strategies for mentors and mentees.
Execution / testing phase - focusing on adoption, engagement, and future enhancements.