A platform to help financial coaches better serve their customers
The Financial Clinic, which helps people nationwide achieve financial security, needed a digital product to share with its many partners without having to rely on cumbersome three-ring binders of printouts.
- change-machine.org ↗
The organization approached Familiar, and together we built Change Machine, a branded, proprietary web app that connects financial coaches across the country and serves interactive content developed by the Financial Clinic. Its primary content areas — titled Learn, Coach, and Share — guide providers, linking them to peer support and tools that help their clients succeed. The revenue-generating platform has also garnered the Financial Clinic increased grant support.
A Transformative Platform
Developed on top of Salesforce using Angular.js for advanced interactivity, Change Machine allows the Financial Clinic to easily update its materials and collect sophisticated data. Familiar continues to develop new features and refine the platform to improve the experience of financial coaches countrywide..
Learn is a series of focused lessons and interactive quizzes designed to teach financial coaches how to better support their customers in common financial situations. Learn also includes content focused on customers who face additional challenges, such as those recovering from domestic violence or those seeking to become homeowners.
Coach is a case management suite that allows coaches to track the progress of their customers through a series of tasks based on lessons from the Learn section. Individual coach and customer tasks are sorted on a Kanban-based task board, and data is collected through interactive worksheets with integrated charts and reporting, allowing for immediate and sophisticated feedback and encouragement.
Branding Change Machine
Collecting, Storing, and Leveraging Data through Salesforce
As an enterprise-level data management tool with correspondingly powerful privacy controls and substantial quarterly feature releases, Salesforce is a perfect fit for Change Machine. It allows the Financial Clinic to develop and participate in a feedback loop—using existing data to guide both policy-based advocacy as well as the future growth of the platform itself. It also provides integrated reporting for managers at all levels within the organizations including executive summary reports and details supervisor progress reports.