This Case Shows Specific Expertise. Find the Companies with the Skills Your Project Demands!

You're viewing one of tens of thousands of real cases compiled on Many.dev. Each case demonstrates specific, tangible expertise.

But how do you find the company that possesses the exact skills and experience needed for your project? Forget generic filters!

Our unique AI system allows you to describe your project in your own words and instantly get a list of companies that have already successfully applied that precise expertise in similar projects.

Create a free account to unlock powerful AI-powered search and connect with companies whose expertise directly matches your project's requirements.

AI-Powered Personal Finance Management System for Banking Customers

websensa.com

Financial services

Challenge

Getin Bank customers lack an efficient and user-friendly way to track and analyze their spending habits. The existing online banking system does not provide detailed transaction categorization, hindering users' ability to effectively manage their finances and make informed financial decisions.

About the Client

A leading banking institution providing a wide range of financial products and services.

Project Objectives

Develop an AI-powered Personal Finance Management (PFM) system.
Automate transaction categorization with high accuracy.
Provide users with visually appealing and insightful data representations of their spending patterns.
Enhance user experience within the online banking platform.
Provide valuable marketing insights to Getin Bank regarding customer spending habits.

Functional Requirements

Automatic transaction categorization (food, alcohol, loans, mortgages, etc.)
Customizable category creation
Interactive dashboards visualizing spending data
Budgeting tools
Spending trend analysis
User-friendly interface integrated within existing online banking platform
Personalized financial insights and recommendations

Preferred Technologies

AI/Machine Learning

Data Classification

Cloud-based platform

API integration with existing banking systems

Integrations Required

Getin Bank's core banking system
Existing online banking platform
Potential integration with external financial data providers

Key Non-Functional Requirements

High accuracy (minimum 95% classification rate)
Scalability to handle a large volume of transactions and users
Secure data handling and user privacy
High performance and responsiveness
Maintainability and ease of updates

Estimated Impact

The implementation of this PFM system is expected to significantly improve customer engagement, enhance customer satisfaction, provide valuable business intelligence for Getin Bank, and position the bank as an innovator in the financial technology space. The system will allow for more targeted marketing and personalized financial advice, leading to increased customer loyalty and revenue.