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Design of a strategic plan for the creation of an online education and advisory platform focused on personal finance

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hdl:2117/391109

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Aguilera Núñez, Àlex
Tutor / directorEguía Gómez, Jose LuisMés informacióMés informació
Document typeBachelor thesis
Date2023-07-13
Rights accessOpen Access
Attribution-NonCommercial-NoDerivs 3.0 Spain
Except where otherwise noted, content on this work is licensed under a Creative Commons license : Attribution-NonCommercial-NoDerivs 3.0 Spain
Abstract
The thesis explores the development of strategic plan to design a platform aimed at addressing the problem of financial illiteracy. The primary objective of the thesis was to design an online platform that provides educational resources and advisory services to combat financial illiteracy. To achieve this goal, thorough research has been conducted on the industry, delving into its current state, trends, and challenges. Understanding the industry landscape has served as a foundation for formulating an effective strategic plan. The study also focuses on understanding the potential end users of the platform. Through in-depth analysis, this thesis aims to gain insights into their needs, preferences, and behaviours. This understanding played a crucial role in shaping the platform's features, usability, and user experience. Additionally, the thesis examines existing competitors in the market. By conducting a comprehensive competitor analysis, it has been tried to identify the strengths and weaknesses of established players in the industry. This analysis facilitated the development of a unique value proposition for the proposed platform. A significant aspect of the thesis involved exploring design alternatives for the platform. This project discusses different approaches, considering factors such as user interface design, technical infrastructure, and scalability. A crucial point of consideration is the debate between open- source and proprietary software, weighing the advantages and disadvantages of each approach. Lastly, financial projections are also included in the thesis to assess the platform's potential viability. This has been done by conducting a detailed financial analysis, forecasting revenue streams, cost structures, and potential growth trajectories. These projections aim to provide valuable insights into the platform's economic sustainability and future prospects. Based on the comprehensive research and analysis, the thesis concludes that the development of an online education and advisory platform focused on personal finance is a complex endeavour. The industry requires deep expertise and knowledge to effectively address financial illiteracy. Additionally, the thesis recommends the next steps to be the transition from conceptualization to implementation by building the platform. It is emphasized the importance of reinforcing the team with key profiles to ensure the platform's long-term sustainability
SubjectsFinance, Personal -- Decision making -- Study and teaching (Continuing education), Computer network resources -- Design and construction, New business enterprises -- Management -- Finance, Web-based instruction, Finances privades -- Presa de decisions -- Ensenyament (Educació permanent), Recursos electrònics en xarxa -- Disseny i construcció, Empreses -- Creació -- Direcció i administració -- Finançament, Ensenyament virtual
DegreeGRAU EN ENGINYERIA EN TECNOLOGIES INDUSTRIALS (Pla 2010)
URIhttp://hdl.handle.net/2117/391109
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  • Escola Tècnica Superior d'Enginyeria Industrial de Barcelona - Grau en Enginyeria en Tecnologies Industrials (Pla 2010) [3.025]
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tfg-alex-aguilera-anexos.pdf250,1KbPDFView/Open

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