Innovating in finance inclusion
Felicity is a financial education, social media and personal finance manager platform
The challenge
Felicity needed an experienced and agile team in order to iterate the product and find the market fit.
Once the product was ready to scale, the goal was to find a new investment series that would allow Felicity to help more and more women around the world.
Once the product was ready to scale, the goal was to find a new investment series that would allow Felicity to help more and more women around the world.
Understanding your expenses
Understanding your expenses is essential to optimize savings, that's why we focused on giving visibility to users about how their expenses are divided according to fixed and variable, recommending the 50/30/20 rule as a basis (50% fixed expenses, 30% variable expenses, 20% savings).
Monthly report
Since many users already have external sheets, we allow them to obtain monthly reports in order to cross their data and do a more complex analysis.
Interactive feed
In order to obtain information about user habits and thus be able to create relevant content, we create interactive surveys in the news feed that also increased product engagement.
