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Modern Wealth Management Platform with Integrated BaaS for Gen Z and Millennial Engagement

yalantis

Financial services

Information technology

Challenges in Engaging Younger Demographics with Traditional Wealth Management

Younger audiences (Millennials/Gen Z) perceive wealth management as inaccessible and complex. Existing platforms lack intuitive design, fail to connect daily financial activities with investment opportunities, and struggle to convert tech-savvy users into long-term customers through digital-first experiences.

About the Client

Digital wealth management platform offering investment tools, crypto trading, and financial education programs for individuals and businesses

Objectives for Modernizing Wealth Management Offerings

Bridge the gap between casual financial management and professional wealth services
Create a seamless onboarding path from daily budgeting to investment activities
Establish recurring revenue streams through tiered digital banking services
Achieve 20% monthly user growth among 18-35 age demographic

Core System Functionalities

Real-time account aggregation and budget visualization
Card management with crypto-fiat conversion capabilities
Automated expense categorization with investment suggestion engine
Tiered service model (Free/Premium) with feature gating
P2P payments integrated with investment portfolio access
Cashback rewards program linked to financial education milestones

Technology Stack Requirements

Monolithic architecture with modular scalability

React Native for cross-platform mobile development

Node.js backend with RESTful API layer

Unit BaaS platform integration

Critical System Integrations

Unit BaaS API for core banking functions
Plaid or similar for third-party account linking
Crypto exchange APIs (Coinbase/Binance)
Stripe for subscription billing
Twilio for notification system

System Quality Attributes

Sub-2s page load times for 95% of user interactions
PCI-DSS and SOC 2 compliance
Horizontal scaling for 100K+ concurrent users
99.95% system availability SLA
Modular architecture for feature isolation

Expected Business Impact of Enhanced Wealth Management Platform

Projected 15-20% quarterly growth in active users, $250K+ monthly transaction volume within 6 months post-launch, and 35% reduction in user acquisition costs through viral referral features. Premium tier adoption expected to reach 25% of active users within first year.