The financial-fitness trainer

A Free 10-Min Financial Health Checkup that will help you achieve your financial goals.

Have you ever wondered how well-prepared you are for a financial emergency? Do you know what it will take to reach your long-term financial goals? Most of us are not able to answer these questions by ourselves. This was the very concern of the founder of Finergy. They wanted to bring about a financial-awareness among working professionals and approached us to help them develop an online Financial Health Test. We created a beautifully designed, modern-looking platform that was loved by the client.

Manage your clients using the Agent Dashboard

The agent dashboard lets the Finergy agents manage their clients and conversions. A sophisticated customer relationship management system that allows agents to keep a track of each client's Finergy score, maintain a log of communications with clients, view their purchase history and much more. It also lets the agent keep a track of the number of clients he has onboarded along with the number of conversions.

Most millennials struggle with managing their finances and are too embarrassed to seek help. The Finergy Platform solves this problem by taking the process of financial guidance online.

The test is divided into 4 sections:

Goals: Select 2 future goals that you’d like to achieve as a family.
Budget Management: Tells you how much you should be spending on your needs and wants.
Risk Management: Helps you understand how prepared you are for future risks.
Wealth Management: Teaches you how you need to save and grow your money.

Based on your responses in each section, the platform analyses your financial situation and generates for you a Financial Health Report.

By taking the Finergy test, the user can get an insight as to how likely they are to achieve their financial goals, where they fall short and what they need to do in order to come closer to their goals. These goals could be anything from saving for your marriage, building your retirement fund, planning a trip abroad with family, saving for your child’s education, becoming loan-free or generating rental income.

Finergy gives you a detailed score report with an in-depth insight into your finances, tell you about your preparedness for the future, and gives you a step-by-step roadmap toward your financial freedom bringing you closer towards your financial goals. You’ll be amazed to see how the detailed report explains such a complex topic like finance in a simple and easy-to-understand manner.

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The financial-fitness trainer

We designed an online platform that helped users get insights into their financial well-being just by answering a few simple questions.

Manage your clients using the Agent Dashboard

Your Money. Your Goals. And a Plan for Change

Find Your Finergy Level

It’s all in the Details

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