Developing a marketing strategy to drive user adoption of financial literacy app

At Walletifai, we have spent the past couple of years building the smartest personal financial solution that helps Millenials and Gen Z overcome their financial anxiety and make financial decisions with confidence.

Who we are:
We are building a smart personal financial coach and assistant mobile app that helps Millennials and Gen Z understand their financial lifestyle and guides them to develop healthy financial habits.

Our mobile app looks into the past expenses to offer valuable insights to improve money management such as predicting future expenses, tracking spending, auto-detecting and grouping essential expenses, improving save-to-spend behaviour, and notifying users when unexpected actions happen on their bank accounts.

Our mission is to make short-term and long-term personal financial planning accessible to everyone through AI and ML. We thrive to empower our users to have a high-quality financial life without being experts.

We have received the following awards:
Founder Roya Kachooei is a Recipient of the DMZ Women of the Year Award 2022
2021 Third Most Trending Startup in Toronto – Hackernoon

Our project scope:
This project is engineered to help us increase brand awareness, develop organic customer acquisition strategies, and build a financial literacy community to help improve financial health in Canada.

Faculty Supervisor:

Andre Laplume

Student:

Partner:

Walletifai

Discipline:

Business

Sector:

Finance and Insurance

University:

Toronto Metropolitan University

Program: