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Development of an Interactive Chatbot-Driven Investment Portfolio Platform with Social Integration

brights.io

Financial services

Information technology

Business services

Challenges in Chatbot Integration and Social Network Connectivity

Need to seamlessly integrate a chatbot engine with banking internal systems while implementing multi-platform social network connectivity to enable collaborative investment management.

About the Client

Fintech startup specializing in AI-powered long-term investment solutions with social collaboration features

Project Goals for Investment Platform Development

Create a chatbot-driven interface for portfolio configuration
Implement real-time performance analysis with interactive visualization
Establish secure API connections with financial institutions
Integrate social sharing and collaboration features

Core System Functionalities and Features

Conversational chatbot for portfolio configuration
Dynamic portfolio performance dashboard with Chart.js visualizations
Multi-social-platform sharing and collaboration tools
Secure API gateway for financial data integration

Technology Stack Requirements

ES6

REST API

Chart.js

SPA architecture

External System Integrations

Banking core systems API
Facebook API
Twitter API
Google Analytics API

Non-Functional Requirements

High-availability architecture for financial applications
GDPR-compliant data security measures
Real-time performance analytics scalability

Expected Business Impact of Chatbot-Driven Investment Platform

Enables personalized investment management through conversational AI, enhances user engagement via social features, and provides actionable insights through interactive data visualization, positioning the platform as a competitive solution in digital wealth management.