Developing Features and Integrations for Financial Wellness Tool

Advancing finEQUITY’s platform with Glide, Twilio, Plaid, and GPT-powered features to enhance user experience and operations.

Project Outcomes

finEQUITY, a tech nonprofit, drives their prosperity-focused mission by restoring financial health and dignity to justice-impacted individuals and their families. This project focused on accelerating the organization’s product roadmap by delivering high-impact technical solutions across five key initiatives, including Glide app development, Twilio integration, Plaid feasibility assessment, and GPT-powered tools – enhancing user engagement and strengthening internal operational capacity.

Throughout the project, the team achieved meaningful progress across key areas of development. Glide features were upgraded to deliver a more seamless user experience, introducing redesigned onboarding flows, embedded forms, and an enhanced survey page with additional questions to capture richer insights. Communication capabilities were strengthened through Twilio integration, enabling real-time alerts that provide clients with immediate updates whenever decisions are made regarding their reward submissions.

Substantial progress was also realized in Plaid integration, where both Pipedream and React.js were configured and tested to ensure secure financial data connectivity. This integration now supports advanced functionality, such as users viewing and tracking their recurring subscriptions directly within the platform.

The development process was structured around clear milestones, allowing the team to monitor progress and adapt to challenges. Taken together, these deliverables provide a strong foundation for scaling the solution, ensuring stability and adaptability while setting the stage for advanced features to come. Most importantly, these improvements translate into a smoother, more transparent user experience, empowering users with actionable insights into their finances and fostering deeper engagement with the platform.

Key technology/tools used: Glide, React.js, Google Suite, Visual Studio, Pipedream, Netlify

finEQUITY Plaid link page.
Attribution: Briane Cornish

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