Satiate
Wellness platform for personalised nutrition, movement, mindfulness and health tracking.
CASE STUDY
Lifetime Financial Wellbeing
A financial wellbeing platform that gives individuals and employees personalised guidance, one-to-one coaching and learning to improve their finances.
PROJECT OVERVIEW
Lifetime Financial Wellbeing lets users complete a financial assessment, receive a personalised video plan, chat with a coach and build their financial knowledge through goals and quizzes.
Mobile App
Web App
Admin Panel
UI/UX Design
Mobile App
Web App
Admin Panel
UI/UX Design
Turning financial advice into an ongoing digital experience
Financial guidance usually happens in occasional meetings, and people lose momentum in between. Lifetime needed to give each user personalised support, keep them engaged with their plan over time and offer access to both individuals and employers, without adding to its own workload.
The challenge
Every user's financial situation is different. Giving personalised guidance to each one usually means more advisor time and more manual work.
Users need support between plan reviews. Without an easy way to ask questions, they can lose confidence and stop following their plan.
Financial plans only work if people stick with them. Most users don't come back regularly without a reason to.
Points on their own soon lose their appeal. Engagement needed more than one form of motivation.
Users need to understand their finances, not just follow instructions.
The platform needed to serve individuals who pay for themselves and employees whose access is funded by their company.
Users switch between phone and computer. Features and progress needed to match on both.
Coaches, companies, content, quizzes, goals and rewards all needed managing in one place.
How we built the solution
Built a Fact Find questionnaire that collects each user's financial information and goals in a consistent format, so advisors can review it and respond with a personalised video plan.
Added one-to-one chat with an assigned financial coach, using real-time messaging.
Introduced weekly and one-time goals, points and monthly leaderboards that reward users for staying active.
Added achievement badges for key actions, such as completing quizzes, attending coaching and watching videos, alongside prizes managed by the Lifetime team.
Created a learning library of videos and articles, with quizzes to check and reinforce what users have learnt.
Integrated Stripe for one-time and recurring subscriptions, with company accounts managed from the admin panel for employer-sponsored access.
Built mobile and web apps with the same features, sharing one backend so progress stays in step across devices.
Developed a web admin panel for managing coaches, users, companies, articles, quizzes, goals, prizes and analytics.
USER APP
Assess. Plan. Progress.
The mobile and web app takes users from their first financial assessment to a personalised plan, with coaching, learning and goals to keep them on track.
One-to-One Coaching
Users chat with their assigned financial coach in real time whenever they need support.
ADMIN PANEL
Manage. Coach. Reward.
A web admin panel for Lifetime Financial Management Services to manage coaches, users and companies, publish content, set quizzes and goals, run rewards and track activity.
Coach Management
Assign and oversee financial coaches and client loads.
Technology stack
Flutter
Laravel
MySQL
WebSockets
Stripe
Linode
The outcome
Lifetime Financial Wellbeing turns financial guidance into an ongoing experience, combining personalised plans, coaching and learning in one platform for individuals and employers.
- Users receive a personalised video plan based on their own financial information.
- One-to-one chat gives users direct access to a financial coach between plan reviews.
- Goals, points, badges and leaderboards encourage users to return and keep learning.
- Videos, articles and quizzes help users understand their finances, not just follow advice.
- Individuals can subscribe directly, while companies can fund access for their employees.
- The Lifetime team manages coaches, companies, content and rewards from one admin panel.
Turn your product idea into a clear plan
Tell us about your idea, existing product or next phase. We'll review your goals, users and essential features, then outline a practical scope, delivery approach, timeline and expected cost with no obligation to proceed.