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Development of Financial Wellness SaaS Platform with Real-Time Analytics and Personalized Coaching

caxy.com

Financial services

Human Resources

Information technology

Financial Stress Impacting Workplace Productivity

Workforce financial stress from student loans, debt, and poor financial management reduces employee productivity and cognitive performance, creating challenges for HR departments managing employee wellness programs.

About the Client

A SaaS company providing enterprise financial wellness solutions to improve employee productivity through stress reduction tools and financial education resources

Key Goals for Financial Wellness Platform Development

Create real-time employer dashboard for tracking employee financial wellness metrics
Integrate live financial coaching resources with existing HR systems
Develop machine learning-driven content recommendation engine for stress reduction
Establish secure banking integrations for goal tracking and progress monitoring

Core Functional Requirements for Financial Wellness Platform

Interactive Stressometer® for real-time stress assessment
AI-powered financial goal tracking with banking integrations
Customizable budgeting and savings planning tools
Machine learning content recommendation engine
Employer analytics dashboard with real-time progress metrics

Technology Stack for Scalable SaaS Platform

AngularJS

Symfony PHP

REST API

Kubernetes

Essential System Integrations

Banking APIs (Plaid, Yodlee)
HRIS systems (Workday, BambooHR)
Credit union databases
Single Sign-On (SSO) providers

Critical Non-Functional Requirements

High availability with 99.9% uptime SLA
Enterprise-grade data encryption and compliance (GDPR, SOC 2)
Horizontal scalability for enterprise client growth
Sub-2-second page load times for core features

Expected Business Impact of Financial Wellness Platform

Projected acquisition of 12+ enterprise clients in first year, with 500+ employee enrollments per client. Platform expected to reduce financial stress indicators by 40% among participating employees, supported by recognition as Shortlister-verified top financial wellness provider and HR Tech finalist status.