FinTech Referral Tracking Project

Closed
ReFrame Commercial Insurance Advisory Inc.
Vancouver, British Columbia, Canada
Sherry Han
Community Experience Coordinator
(1)
3
Project
Academic experience
120 hours per learner
Learner
Anywhere
Intermediate level

Project scope

Categories
Accounting Operations Project management Information technology
Skills
detail oriented financial technology (fintech) visual analytics power bi microsoft excel
Details

Number of positions available: 5 (individually or in a team)

The ReFrame Team is looking for a creative and detail-oriented individual(s) who wants to help create an in-house referral tracking software between the different channels of our company. As members of our team refer business to other channels, we want them to be able to log in and see a live feed to track certain ongoing metrics around referrals they have made to other channels of the business. Phase 2 would allow for individuals outside of the company who make referrals, to have their own log-in and commission tracking system. At The ReFrame Group, we embrace technology and love working with creative individuals who do the same

Getting started:

To kick the project off, we will discuss the different metrics that we would like tracked, and then let the student(s) get creative as to how do that. We currently use Microsoft applications, and have looked at Power BI as an option.

This project will include:

  • Creating a visual analytics board to track referrals and referral metrics
  • Allowing for ReFrame employees to log in and track their referrals and expected income from referrals
  • Virtual meeting check ins with ReFrame member to collaborate and track progress

Qualifications & Skills:

  • Proficient in Microsoft Excel and possibly Power BI
  • Attention to detail & willingness to learn
  • Confidence to provide recommendations to ReFrame team members
Deliverables
No deliverables exist for this project.
Mentorship

If Students have interest in the world of finance, we will offer them the opportunity to have up to 1 hour of virtual meetings with a Certified Financial Planner on our team. They can ask them anything with regards to finance, and/or get insight into the operations of the company and how they built a successful practice.

Students will also have access to our vast network across Canada. Companies often come to us to help find the right fit for their company. We often help place several people per month is various roles, mostly in Vancouver

About the company

Company
Vancouver, British Columbia, Canada
0 - 1 employees
Insurance, Banking & finance

The ReFrame Financial Group is the successor of Corporate Occupational Solutions, a workplace health and wellness services provider. The ReFrame Group founder, Antonio Zivanovic, transitioned into employee group benefits consulting and strategy in order to better address results-based workplace health and wellness programs.

The ReFrame Group has now expanded its services into individual and commercial insurance solutions, bringing on new team members with a combined 25 years of industry experience.