A Financial AI Agent for WealthFluent
6 months to AI launch
Akveo built an AI-powered financial assistant that transforms complex portfolio and transaction data into easy-to-understand financial insights. Designed on Amazon Bedrock with Anthropic Claude, the solution combines AI reasoning with a deterministic math layer to deliver accurate, compliant responses while avoiding regulated financial advice. The assistant also automates user onboarding, analyzes spending patterns, and provides personalized educational guidance.























