My Finance Coach Case Study

Turning financial data into a more useful customer experience

My Finance Coach set out to help people understand and improve their financial wellbeing. To do that effectively, the product needed to bring account information, income, expenses, credit data and practical financial tools into an interface that felt approachable rather than overwhelming.

Keylumi developed the product for web, iOS and Android, supported by a PHP API and a managed data layer.

The product we delivered

Guided user onboarding

The onboarding experience helps users create an account, connect relevant financial information and reach the tools that matter to them. The same product logic supports the web and mobile interfaces for a consistent experience.

Personal financial dashboard

Users can review financial information, follow income and expenses and access tools intended to support better decisions. Bank data and credit reporting integrations extend the platform beyond manual tracking.

Product administration

The administration portal supports user management, product monitoring and operational reporting. This separates internal controls from the client experience while keeping both parts of the platform connected.

Secure integrations and delivery

Vue.js was used for the application interface, with PHP providing REST API services. A managed MySQL database on DigitalOcean supports customer data, while Stitch, TransUnion, Uploadcare, Cloudflare and Box connect banking, credit, media delivery, networking and storage capabilities.

Functional, performance and security testing formed part of the release process. The applications were then deployed to the web, Apple App Store and Google Play Store.

The outcome

My Finance Coach became a multi-platform financial product with a single connected service layer. Users gained a clearer view of their finances, and the product team gained a maintainable foundation for ongoing features and support.