Anonymize and publish frum.finance case studies

Automated Grocery Planner

Put in your grocery list Put in your preferences like: How much savings would it be worth it to go to an additional store What are your preferred stores What membership clubs are you in: costco, etc. Preferred brands Fetch current prices Crowdsource from users correcting pricing inaccuracies Generates a list of which stores to go to and what to buy at each store. Maybe to help you not overbuy you have to upload your receipts to prove you didn’t buy anything not on the list or else you lose access to the app for X days.

Simulate Moving Communities

Leverage BudgetInsights to allow for a family to simulate moving to a different community. See how it would impact their tuition, food, housing, etc.

Community & Financial Institution Alliances:

Forge partnerships with local synagogues, community centers, and financial institutions to offer workshops, seminars, and even joint financial planning events. This can increase the platform’s reach and credibility.

Mobile App Development

Develop native iOS/Android applications to offer on-the-go financial management.

Personalized Financial Dashboard

Create a customizable dashboard where users can track budgets, savings, and financial goals at a glance. Pull from YNAB, RightCapital, and their frum.finance account and show them a beautiful dashboard with seamless reporting

[Kesef Compass] Android / iOS App

Simchah Compass

Note: Simchah Compass is a separate product from Kesef Compass (formerly Budget Insights). Simchah tracks celebration (simchah) spending; Kesef tracks general budget category syncing. The Simchah Spending Compass is designed to empower families by providing clear insights into what typical simchah-related spending looks like, giving them the ability to control their expenses more effectively. By benchmarking current expenses against community norms and historical data, families will quickly recognize overspending trends and adjust their budgets accordingly. This tool not only tracks and categorizes simchah expenses but also helps users identify early what they need to save up.

Financial Wellness Portal for Youth

Launch a Podcast

Calculator for optimal life insurance coverage

https://github.com/frumfinance/FrumFinanceCore/issues/58

[Kesef Compass] Add in optional questions around income and taxes for comparison.

[Kesef Compass] Allow levels of confidence (guessing/moderate/exact) to submissions so we can service more users without corrupting the data

Goal-Setting Wizard (help inform their RightCapital goals)

Develop an interactive, step-by-step wizard that helps users define and track multiple financial goals—such as saving for a home, vacation, or education—with visual progress indicators.

Add integration for GeltGuide.com newsletter signup

[Kesef Compass] Email notifications when its time to enter more data or when new results are available

"Re-engagement" A bot to attempt to reengage slack users who have become inactive

Re-engagement Requirements Detect when Slack users become inactive Send them a bot message to reengage them somehow (automatically link a thread with lots of activity, the code for finding such a thread already exists) If they don’t engage from the bot message after X time, let’s try engaging them via email. What should be in the email? Idk. Maintain a dynamo table of users and their activity for reporting After some time, if they don’t engage via email or slack, send message that the account is being marked as inactive and will be reviewed for deletion. Extra credit: Right now, every time someone joins the Slack, I manually personally message them, welcome them, and ask them how they found out about us. Can we automate that to come from my account? I only know how to do it from a bot.

Make a part two to the RightCapital onboarding video

Roadmap v2: The Start Page and Roadmap steps are too confusing and there is no way to track my progress through either.

https://github.com/orgs/frumfinance/projects/3 Gamified Progress: Introduce gamification elements like challenges, badges, and milestones to make financial learning more engaging.

Offer a free service for designing investment portfolios custom tailored to a family's financial goals and desired risk.

Create an open forum for all Yidden to discuss any and all financial topics

[Kesef Compass] Show synced categories which budget they're from

I did a “fresh start” in YNAB so every category is duplicated and I can’t tell which budget the categories are from.

Offer a service that determines each spouses life insurance needs

Offer free licenses for a "Zero-Based Budgeting" software to everyone struggling to budget

Offer one of the industry leading financial planning softwares at all Yidden for FREE by having frum.finance cover license costs

[Kesef Compass] Private Beta Launch

V1.0 of Kesef Compass. Previously known as Budget Insights V1.0 — renamed when the parent product Budget Insights became Kesef Compass. https://github.com/orgs/frumfinance/projects/2/views/3?sliceBy%5BcolumnId%5D=Milestone&sliceBy%5Bvalue%5D=v1.0 https://docs.google.com/document/d/156Nutg_VfpUvo8DquGB8LrexSxjVIaT1T9cC7obeGEs/edit?tab=t.0

[Kesef Compass] Installable PWA Web App

[Kesef Compass] Dark Mode

[Kesef Compass] Allow for all users to see results but iteratively loosening constraints. Include proper disclosures.