Greatest hits · Track 05 · Session work · 2021–2023

Money for Something (Open Banking Version)

A money-management app built on open banking. I guided the Plaid integration and called the technical architecture.

Track details

Released
2021–2023
Role
Fractional CTO
Where
an open-banking money app
Genre
Session work
Featuring
Plaid
Instruments
React Native · Node.js · NoSQL · PostgreSQL · AWS · Serverless

The brief

Build a money-management tool simple enough for anyone to understand, using open-banking technology.

The recording

  • Advised and managed the engineering team, so they could lean on my experience for informed decisions and efficient delivery.
  • Oversaw the integration of open-banking partner Plaid, guiding the engineers through it and setting and managing their tasks.
  • Made the calls on technical architecture and stack, balancing best practice with shipping on time.
  • Advised the CEO and CMO on roadmap, P&L, strategy and technology choices across the business.

How it charted

The app launched to customers, giving people a simple view of their money through open banking, on the architecture and Plaid integration we put in place.