Creating a SaaS platform for financial wellness

Desktop monitor displaying a financial dashboard with charts, employee stress metrics, and overall financial health data.

Overview

Supporting Financial Management and Wellness

The Best Money Moves App offers enterprise businesses the ability to empower their employees to improve their financial wellness and create a more productive work environment in the process.

Services

Technology Strategy
Product Strategy
Product Design & Development

Technology

AngularJS
Symfony PHP
REST API
Kubernetes

Two smartphone mockups displaying a chatbot interface named SmartAlec, showing a conversation helping a user understand their account.

The Problem

Financial stress can lower your IQ roughly 13 points, or about one standard deviation. Imagine how much stress the population of a large company carries with it as the student loan crisis looms and many are behind on car and mortgage payments.

Person holding a tablet displaying a financial app screen with a credit card debt chart and repayment information.

Three smartphone screens showing a financial app with login, score overview, and financial health metrics.

Desktop computer on a desk displaying a financial dashboard with charts, employee stress metrics, and overall financial health data.

How We Solved It

Caxy worked with the Best Money Moves team to create a real-time employer dashboard where employees can see the progress they are making to reduce financial stress in their lives. Caxy integrated live money coaching resources into the app to supplement what corporate human resources already offer their employees.

Homepage hero with headline “Impact your productivity with financial wellness” and an About section for Best Money Moves highlighting employee financial stress.

The Process

The site features a first-of-its-kind Stressometer® to gauge an employee's stress on a range of factors. The system's machine learning can recommend and promote content to employees based on what they are stressed about and topics they search most often. Other built-in user resources include budget-making tools, savings tools and banking integrations that can monitor progress toward financial goals. Caxy chose AngularJS for the front end and Symfony PHP for the app’s back end. Symfony acts as a REST API to the data layer, allowing the creation of a lightweight AngularJS JavaScript application on the front end. This allows for use of the API by customers and creates a quick, responsive front-end experience for users.

The Outcome

From Launch to Rapid Adoption

Upon launching the platform, Best Money Moves immediately signed up 12 companies, and 100s of customers signed up for the program within those companies.

They were a 2017 finalist for the “Next Great HR Tech Company” and won a co-op competition to partner with 37 million credit unions. Best Money Moves is also Shortlister verified as a top financial wellness company.

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