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AI-Driven Customer Solutions - Cases Financial services

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AI-Driven Customer Solutions

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Development of AI-Enhanced B2B Financial Intermediation Platform for Infrastructure Investment

Financial services

Interactive platform connecting investment firms with infrastructure opportunities through secure, AI-enhanced workflows

Django REST Framework (DRF), ReactJS, PostgreSQL...
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AI-Powered Proactive Credit Scoring System Development

Financial services

AI-driven credit assessment platform with real-time processing and proactive customer identification

Python, Pandas, PySpark...
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AI-Powered Customer Service Chatbot for Financial Services

Financial services

AI-driven chatbot with intent recognition and financial data analysis capabilities

Azure OpenAI Services, GPT-3.5 Large Language Model, Azure Bot Framework...
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AI-Driven Proposal Automation and Digital Wallet Platform for Financial Services

Financial services

Integrated platform combining AI-powered proposal automation, carrier data normalization, and stakeholder-facing digital wallet

Cloud infrastructure (AWS/Azure), AI/ML frameworks for document processing, Mobile-first application development...
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Development of a Scalable AI-Powered Investment Recommendation Platform

Financial services

The application must allow users to securely connect financial accounts, define investment goals, receive personalized investment recommendations based on algorithms, approve recommendations digitally, and access comprehensive reporting.

Laravel, PHP, MySQL...
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Develop AI-Powered Travel Insurance Assistant Application

Insurance

The application will allow users to interact with an AI assistant via voice to obtain travel insurance quotes, compare policies, and purchase insurance. It will collect travel details, present options, and facilitate payment.

Node.js, Actions on Google, Dialogflow...
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AI-Powered Personal Finance Management System for Banking Customers

Financial services

The system should automatically categorize customer transactions, allowing users to view spending patterns, set budgets, and gain financial insights through interactive dashboards and reports.

AI/Machine Learning, Data Classification, Cloud-based platform...
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Develop a Digital Platform for Invesco Mutual Fund Distributors and Relationship Managers

Financial services

The platform should provide distributors and relationship managers with tools for client management, product information access, transaction processing, reporting, and communication.

Cloud-based architecture (e.g., AWS, Azure, GCP), Mobile-first design (iOS and Android), Secure API integrations...
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Development of AI-Powered Financial Management SaaS Platform

Financial services

The platform should provide comprehensive financial management features including accounting, P&L statements, cash flow analysis, financial projections, and plan vs. actual tracking.

JavaScript, PHP, Webflow...
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Owncap App Enhancement and Expansion: Financial Management Platform

Financial services

The application should allow users to connect financial accounts, track expenses, categorize transactions, set financial goals, receive notifications, and view personalized financial insights. Users should also be able to organize saved links/posts and collaborate on financial discussions.

React (for customer-facing dashboard), Backend technologies (to be determined based on existing infrastructure), Cloud-based infrastructure (AWS, Azure, or GCP)
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Development of a Modern Brand Identity and Website for Wildbank

Financial services

The website must provide users with clear information about Wildbank's products and services, its conservation efforts, and its mission. It should also facilitate user engagement and community building.

React (for customer-facing dashboard/website), Backend technologies (to be determined based on existing backend), Modern web design principles (responsive design, accessibility)...
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Develop Next-Generation Mortgage Platform with Enhanced Features

Financial services

Develop a comprehensive web application encompassing a consumer portal, advisor portal, and robust backend integrations to facilitate the entire mortgage process.

RESTful APIs, Cloud-based infrastructure (AWS, Azure, or GCP), Secure document storage (Box.com)...
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