Financial Services Consultancy

Closed
Main contact
FundEvolve Inc.
Toronto, Ontario, Canada
Founder
3
Project
80 hours per learner
Learner
Canada
Intermediate level

Project scope

Categories
Market research Sales strategy
Skills
financial technology (fintech) business process marketing financial services sales investments new product development customer service
Details

We would appreciate your insight on how to develop our financial services offerings model for our fintech startup that is building a web app to help women manage their finances so financial professionals have a total view of their client's finances. The platform will provide key insights on spending habits, goals, investments, and life insurance opportunities.

We are building a web-based financial solutions app to help single women and newcomers build their financial community, establish and meet their savings and investment goals so that they can speak with confidence and clarity when they are linked to a financial professional

If you are passionate about financial inclusion and are ready to tackle this challenge with us, then we'd love to hear from you.

Deliverables

To accomplish this, we expect the student(s) will help. us:

  • Help us develop improvements for your financial services offerings.
  • Assess our new product entering the marketplace to review internal risk, compliance, and business process implications, including marketing, sales, and customer experience plans.
Mentorship

Students will work closely with the primary project manager who will:

  • Provide feedback on up to 5 deliverables, and hear students' presentations in person.
  • Be available for phone calls to clarify certain items

About the company

Company
Toronto, Ontario, Canada
Banking & finance

FundEvolve is a women's fintech platform that will help women manage their savings, investments and build a community.