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Development of Scalable Financial Education Platform with Membership Management and Payment Integration

capitalnumbers.com

Financial services

Education

Challenges in Student Management and Payment Processing

Existing website lacked user registration/login functionality, required backend updates, and needed scalable systems to manage 50,000+ students. Manual payment tracking created inefficiencies, and there was no automated system for membership renewals or event certification tracking.

About the Client

Organization providing financial market training with a large student database requiring efficient digital management solutions

Key Objectives for Platform Development

Implement secure user registration/login system
Integrate dual payment processing (manual and automated)
Create scalable backend for student data management
Develop membership renewal automation
Enable event attendance tracking via card code integration

Core System Functionalities

Dual registration options (cash payment with admin activation / automated Payconiq payment)
Membership renewal system with payment integration
Card code scanning integration for event attendance tracking
Admin dashboard with student data management
Search and filtering capabilities for user/event management
Automated account activation upon payment confirmation

Technology Stack Requirements

WordPress

PHP

HTML/CSS

jQuery

External System Integrations

Payconiq payment gateway

System Performance Requirements

Scalability to handle 50,000+ user records
High-performance data migration capabilities
Secure payment processing compliance
Data integrity during content migration

Expected Business Impact of Platform Development

Streamlined student management through centralized dashboard, improved payment processing efficiency with automated confirmations, enhanced user experience via self-service registration/renewal options, and better data-driven decision-making for certifications and internships. System designed to maintain operational continuity during migration while supporting future growth.