FinTech
FinTech AI Platform
OVERVIEW
Designed an AI-first wealth platform that helps Tier-2 business owners and family investors get financial advice in their own language, on their own terms.
Challenges :
Advice existed, but never spoke his language or fit his situation
Owners had no dedicated advisor and no clear place to ask
Forms and paperwork came before any real understanding
No platform let him ask in Hindi or Gujarati first
Solution :
Built a conversational AI that understands intent before it advises
Made conversation the primary input instead of forms
Showed "where do I stand" first — no setup, no wizard
Split every decision into single steps with reasoning shown
Impact :
Faster decisions and advice that finally spoke his language
Funding decision time dropped from 21 days to 4 days
Regional-language sessions went from 0% to 78%
Forms required before advice dropped from 7 to 0