Software development
Financial services
Modernizing a Best-Selling Financial Coach’s App to Boost User Engagement
About the company
Tony Robbins is a #1 New York Times best-selling author, entrepreneur, philanthropist and business strategist. His aim is to empower people to improve their financial health. He shares his expertise in financial coaching through diverse seminars, including the in-demand Wealth Mastery and Business Mastery programs. His California-based company organizes 25+ events annually nationwide and provides a wide range of financial planning tools.
The challenge
The best-selling financial coach Tony Robbins needed to revamp his company’s app to meet the moment during the pandemic era.
The app had to fit with his new online seminar format, as well as provide personalized financial planning features. Most importantly, the client strived to boost current low user engagement – a must-have for the remote mode to be successful.
To achieve all this (and more) Tony Robbins required a next-gen technical partner. His company trusted Nearsure to carry out these modernization efforts and overcome challenges such as:
- Low user engagement
- Lack of personalization
- Limited client opportunities
- Fragmented systems for managing client info
- Time-intensive features for managing events
- Need for rapid development to meet pandemic-era competition
Overall, our Nearsure experts would be responsible for innovating a financial planning app that integrated seamlessly with Tony Robbins’ online seminar offerings.
Project owner
Our Solution
The stakes were high to rapidly develop first-rate app features, so Tony Robbins could continue hosting seminars during the pandemic and maintain his reputation as an industry leader in financial coaching.
As specialists in digital product transformation, we kicked off modernization by evaluating Tony Robbins’ full spectrum of requirements. To this end, we assembled a cross-functional team and underwent a robust product discovery phase to gather insights.
From here, we defined a north star vision for an app with the following characteristics:
- - Integrated with online seminars workflows and learnings
- - Features to make the lives easier for both users and admins
- - Personalized UX for create-your-own financial goals
- - Automated admin tasks and processes
- - Usable across different devices (smartphones, tablets, etc.)
- - Reliable app performance
- - Scalable for new features/seminars over time
Specifically, our modernization roadmap would recreate the savvy in-person experience of Tony Robbins, while also offering unique online components. We prioritized features for both users and admin to achieve this.
Users
- - Wealth Mastery Financial Planner to collect financial data and build personalized plans
- - Opt & Max Calculator to optimize and maximize business strategies
- - Comprehensive members portal
- - Integration with online coaching events
- - Ability to manage subscriptions and payments
- - Enhanced personalization opportunities across the app and via messaging
Admin
- - Manage memberships, coaching programs and event logistics
- - Handle scheduling and group management
- - Track participants’ financial health progress
- - Coordinate gift pack logistics
What’s more, our team coordinated modernization efforts under an accelerated scrum-based timeframe, ensuring quick and cost-effective development. In this way, Tony Robbins could reap the benefits of a top app and stay competitive during the pandemic.
Our process
Leveling up UX and beyond
As a result of our modernization efforts, the Tony Robbins app successfully adapted to the online seminar format. The revamped app also reached record highs in engagement, spiking to 70%.
Most impressively, this strong level of engagement also elevated other related metrics, including higher user satisfaction and retention.
On the administrative side, optimized business processes lead to a significant increase in productivity and efficient management time. Additionally, the Tony Robbins team was able to track participants’ financial progress and leverage this data to tailor marketing, content and more.
Finally, our Nearsure experts were proud of safeguarding Tony Robbins’ seminar-related revenue stream. Throughout the project, we worked closely with his team to align with his vision and ensure we delivered the technical excellence to achieve all project KPIs.
Our team
Five experts:
- Two UX/UI designers
- One product owner
- Three developers
Our focus areas
- Discovery Phase
- App Modernization
- Business Consulting
- Project Management
Tech stack
- Node
- React
- Stripe
- Shopify
Our winning results
- New record user engagement rate of 70%.
- Improved user satisfaction and retention rates.
- Boosted admin productivity and efficient management time.
- Stronger data insights into participants’ financial progress and needs.
- Future-proofed for additional seminars and/or growth opportunities.
