AI Wealth Management with personalised insights

Background

A rising innovator in the wealth management space across EMEA enlisted our expertise to propel their platform to new heights. With a vision to redefine personalized wealth management, they sought technical leadership and cutting-edge AI strategies to enhance user experiences, optimize platform performance, and ensure seamless integration of financial data sources.

Challenge

The project presented a series of complex challenges:

• Building a robust and scalable architecture to support a growing user base and evolving features.

• Developing an AI-powered context-aware Retrieval-Augmented Generation (RAG) application for delivering real-time financial market sentiment analysis.

• Integrating multiple open banking providers and web scraping protocols to enable secure, comprehensive data collection.

• Enhancing response times for data-heavy processes to improve user experience.

• Leading cross-functional teams to deliver a cohesive, feature-rich platform aligned with the company’s goals.

Solution

We brought technical leadership and innovation to every aspect of the project, delivering a future-ready wealth management platform.

Key achievements included:

• AI-Powered Sentiment Analysis

  Engineered a context-aware RAG application combining data from real-time stock movements and news sources, enabling users to access actionable financial insights. By optimizing the application's architecture, response times were slashed by over 85%, from 15 seconds to just 2 seconds.

• Secure Data Integration

  Integrated multiple open banking and web scraping protocols, ensuring comprehensive and secure data collection. This approach reinforced the platform's ability to deliver personalized and actionable financial recommendations.

• Cutting-Edge Tech Stack

  Built the platform using Python, TypeScript, Node.js (Express), AWS, Kubernetes, Terraform, and OpenAI. These technologies provided a solid foundation for scalability and innovation.

• Leadership and Collaboration

  Managed both mobile and backend development teams while working closely with stakeholders to define and implement the technical roadmap and new features.

• User Empowerment Tools

  Deployed sentiment analysis tools, empowering users to make informed portfolio decisions based on real-time market trends.

Outcome

The platform was transformed into a seamless and scalable ecosystem, enhancing user satisfaction and driving growth across EMEA. The integration of AI-driven insights and secure data protocols established the platform as a leader in personalized wealth management solutions.

This project highlights our dedication to leveraging cutting-edge technologies and delivering impactful, user-centric solutions to redefine the future of wealth management.