AI-Powered Financial Assistant for WealthFluent
6 months to AI launch
For a US-based fintech company, we built an intelligent AI companion that delivers educational insights without crossing the line into "financial advice," which triggers strict legal regulations. The system analyzes large volumes of live transaction data, helping users make informed financial decisions. AI also automates 100% of the initial onboarding process, guiding users through complex setup flows without the need for human support.

























