Lifetime Financial Wellbeing – Digital Financial Advisory Platform
Overview
Lifetime Financial Wellbeing was developed for Lifetime Financial Management Services to deliver digital financial advisory and wellbeing support through a unified platform. Intelivita developed a mobile app, web app, and administration portal that provides users to complete financial assessments, receive personalized financial guidance, interact with coaches, manage subscriptions, and track financial progress, while allowing Lifetime Financial Management to oversee advisory operations and user engagement through a centralized system.
The Challenge
There were 6 primary challenges in the project.
Maintain User Engagement
Users needed continuous motivation to return regularly and follow financial plans over time.
Administration And Oversight
Lifetime required a single system to manage coaches, companies, content, quizzes, rewards, and analytics.
Cross-Platform Consistency
Mobile and web applications needed identical functionality and experience.
Deliver Personalized Guidance At Scale
Each user required tailored financial advice without increasing operational complexity.
Sustain Motivation Beyond Points
Gamification required multiple engagement mechanisms instead of simple scoring systems.
Enable Seamless Payments
The platform needed flexible subscription options for individuals and employer-sponsored access.
The Solutions
To overcome the challenges, six key solutions were developed and executed with precision.
Gamification
Introduced quizzes, goals, points, leaderboards, and rewards to drive continuous engagement.
Admin Panel
Delivering a robust web-based system to manage coaches, companies, content, goals quizzes, prizes, and analytics.
Unified Platform
Developed mobile and web apps with identical features, ensuring consistent user experience across platforms.
Tailored Financial Planning
Built Fact Find questionnaire, expert video responses, and chat-based coaching for personalized support.
Reward Badges
Introduced achievement-based badges tied to key actions like quizzes, coaching and videos, adding another layer of gamification to sustain motivation and learning.
Seamless Stripe Integration
Integrated Stripe to enable one-time and recurring subscription payments.
Subscription and Payments
Users subscribe and manage one-time or recurring plans through integrated Stripe payment processing.
Fact Find Questionnaire
Users submit structured financial information and goals for expert review and personalized planning.
Personalized Financial Plan
Financial advisors deliver personalized video guidance outlining financial status and recommended actions.
Admin Panel
Intelivita developed a web-based administration platform that enables Lifetime Financial Management to manage coaches, users, companies, content, goals, quizzes, rewards, and analytics from a centralized system.
Technology Stack
The Result
Intelivita delivered a unified financial wellbeing ecosystem combining advisory services, gamified engagement, and subscription-based access across mobile and web platforms. The platform standardizes digital financial advisory delivery, increases user engagement through structured gamification, enables scalable personalized coaching, simplifies operational management for Lifetime Financial Management Services, and expands platform access through employer-sponsored programmes. The system converts traditional financial advisory into a structured digital experience supported by continuous user interaction and centralized administration.
