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Development of a Comprehensive Financial Wellness Mobile and Web Application

lightpointglobal.com

Financial services

Challenges & Pain Points

The bank's customers lack a centralized and intuitive tool for proactive financial management. They struggle with expense tracking, goal setting, and financial literacy due to fragmented data and limited access to personalized financial insights. Existing solutions are either insufficient or lack user-friendliness, leading to low adoption and engagement.

About the Client

A leading bank in Eastern Europe providing corporate, investment, and private banking services to a large customer base (approximately 5 million).

Project Goals

Develop a user-friendly financial assistant application for web and mobile platforms.
Empower users to track and analyze their spending patterns effectively.
Facilitate the setting and achievement of financial goals through personalized saving strategies.
Enhance financial literacy among users through educational content and resources.
Provide secure access to user financial data with robust security measures.

Functional Requirements

Digital Wallet: Account balance, transaction history, analytics dashboard.
Bank Account Connectivity: Secure integration with user bank accounts.
Expense Tracking & Categorization: Automated expense categorization with visual reports (pie charts).
Fundraising Goals: Goal setting and personalized saving plans.
Financial Literacy Training: Library of articles and educational content.

Technology Stack

React

.Net

Kotlin

iOS

Android

PostgreSQL

Microservices Architecture

Integrations

Bank APIs for account data retrieval
Payment gateways (for potential future features)

Non-Functional Requirements

High Security: Data encryption, secure authentication, and authorization.
Scalability: Ability to handle a large user base (5 million+).
Performance: Fast loading times and responsive user interface.
UX/UI: Intuitive and user-friendly interface across all platforms.
Reliability: High availability and minimal downtime.
Data Privacy: Compliance with data privacy regulations (e.g., GDPR).

Expected Business Impact

The application is expected to increase customer engagement, enhance customer loyalty, improve brand perception as a digitally forward bank, and potentially drive revenue through increased product adoption and cross-selling opportunities. The improved financial literacy of customers can also contribute to a more stable and informed customer base.