The AI Assistant That Makes
Finance Personal
From Onboarded to Overlooked:
The Personalization Gap
When a new customer signs up, the job isn’t finished, it’s just beginning. A smooth onboarding experience might get them in the door, but what keeps them around is what happens next.
If all they see is a dashboard full of numbers, they’ll start drifting away. They don’t want to dig through static charts or generic tips. Users want useful, personalized insights and answers that actually help them understand their money. Without real personalization, they stop seeing value and start looking elsewhere.
Where Retail Banking Still Falls
Short for the Modern User
Customers need their bank to truly understand them, but too often, they face a very different reality:
Digital banking
falls short of FinTech app expectations
Customers get generic advice not tailored to their needs
Personal finance tools are static, underused, and not integrated
Financial accounts across many institutions are disconnected
AI-Driven Experiences on Par with
FinTech Apps
To address these challenges, we built an AI-powered prototype—a flexible framework designed to accelerate the development of customizable personal finance assistants. It delivers categorized spending insights and conversational support to help your customers track expenses and optimize budgeting.
Competitive Edge Is Not Just a Buzzword.
It’s What We Deliver
Built on a robust, practical foundation, our framework keeps evolving to stay ahead of your customers’ needs.
It integrates seamlessly with your ecosystem, allowing you to:
Ready to Build the Experience Your
Customers Deserve?
Our framework is fully customizable, crafted from proven components and tailored to fit your existing infrastructure. It’s not plug-and-play, but ready to be shaped around your needs. Let’s talk about how we can bring it to life together.
Fill in the form to book a demo with our team.