Kali is Israel’s largest independent financial and pension arrangements group. They help people cope with money challenges connected to retirement, savings, investment, and insurance, providing them with consulting and ready-to-go solutions.
The Kali team aimed to give their clients a clear view of their financial health using data-driven insights. This should empower the clients to make better decisions while enjoying enhanced user experience.
The Kali team recognized the need for these complex figures to be translated into easy-to-understand visual representations. So, the analytics had to be visually presented in a clear and intuitive way, so that anyone could understand it.
We built and integrated a Lightning component inside a client’s customer community. The solution supports dynamic tables and dashboards and provides the ability to export data to PDF or Excel doc. So, basically, the Synebo team created an easy-to-use interface where Kali’s customers could get their financial overview in a required format.