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ElektraFi Innovations Inc
Vancouver, British Columbia, Canada
Project
Academic experience
120 hours of work total
Learner
Canada
Advanced level

Project scope

Categories
Data visualization Data analysis Data modelling Data science
Skills
financial analysis retention rate analytical dashboard demography data analysis predictive analytics surveys dashboard
Details

ElektraFi Innovations Inc seeks to enhance its understanding of financial behavior by developing a comprehensive analytics dashboard. The project aims to analyze financial transactions, wellness surveys, engagement metrics, and demographic data to provide personalized insights. By leveraging these data sources, the project will identify spending patterns, saving habits, and investment trends. It will also assess employee financial stress and literacy levels, app usage frequency, feature interactions, and retention rates. The goal is to create a user-friendly dashboard that visualizes these insights, enabling users to make informed financial decisions. This project will allow learners to apply their knowledge of data analysis, visualization, and predictive analytics in a real-world context.

Deliverables

The project deliverables include a fully functional analytics dashboard that visualizes financial behavior insights. The dashboard should present clear visualizations of spending patterns, saving habits, and investment trends. Additionally, it should include metrics on financial stress, literacy levels, and app engagement. A comprehensive report detailing the analysis process, findings, and recommendations for future improvements will also be provided.

Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Good health and well-being

About the company

Company
Vancouver, British Columbia, Canada
2 - 10 employees
Hospital, health, wellness & medical, Technology, Government, Non-profit, philanthropic & civil society
Representation
Small Business Family-Owned Certified B Corporation Community-Focused

ElektraFi equips employers with the tools to transform workforce well-being. Our Financial Wellbeing Platform simplifies money management, reduces stress, and builds financial confidence. For those needing planning and support, our Financial EAP Solutions offer on-demand guidance from certified experts. And with Total Compensation and Rewards tools, we help employees see the full value of their benefits, driving engagement and retention.