Financial education
Money Alive Integration
Firms needed a smoother way to connect financial education journeys with client engagement and advice workflows.
Problem
Firms needed a smoother way to connect financial education journeys with client engagement and advice workflows.
Business need
Integrate education content into the client lifecycle so advisors could support informed decisions with less operational friction.
My role
Managed business requirements, partner coordination, backlog refinement, integration scope, and release readiness.
Architecture
Partner-service integration connecting client context, secure launch points, engagement state, and CRM follow-up actions.
Outcome
Improved the path from client education to advisor action and supported a 20% increase in active client engagement metrics for pilot advisory firms.
Key learnings
External integrations need crisp contracts, fallback states, and shared definitions of completion and value.
Technologies