Suggested by Christian about 3 years ago

For Financial counselors and coaches are looking for a platform that can maximize the amount of customers they serve while automating a lot of the administrative work. They want a platform that can import customer data, such as statements, bank accounts and credit reports to get a full picture of a customer's financial status. Typically this is done manually and inputs are also done manually by both customer and coach. Coaches would like a 2 sided platform to communicate with customers, offer self-oriented plans, review goals & status updates on progress for accountability, and manage payments.

For consumers, there is a lot of apps for specific money needs such as paying off debt, saving money etc. They would like to better understand their full financial view and how to prioritize their goals either with a coach or on their own through a self guided plan at a low cost. 46% of consumers are considered financially illiterate.

Financial literacy/wellness programs have long been outdated and are behind on providing more tech savvy tools for both their teams and its customers. With credit card debt and interest rates hiking to all time highs, consumers are also looking for better and automated ways to manage their finances and connect with experts. Additionally, financial wellness services like credit counselors are outdated and behind on technology platforms to utilize.