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AI Financial Platforms
Open banking + AI + personalized financial insights.
Problem
Customers have accounts, transactions, and questions. Most products still answer with generic content or a chatbot that cannot see the data.
Solution
An AI layer connected to real financial data. The product can explain cash flow, recommend next actions, and cite the accounts or documents behind each answer.
Key features
- Account-aware guidance instead of generic chat
- Retrieval over statements, policies, and product catalogs
- Controls for privacy, advice language, and review
- Measurement of recommendation quality

