FinPrompt - AI Financial Assistant

FinPrompt AI Assistant will provide users with personalised financial insights, real-time market updates, and actionable recommendations tailored to their unique financial goals and preferences.

Project Overview‍

Our project aims to develop a comprehensive financial chatbot application that revolutionises how users engage with their finances. By leveraging cutting-edge AI technology, our chatbot, named FinPrompt AI Assistant, will provide users with personalised financial insights, real-time market updates, and actionable recommendations tailored to their unique financial goals and preferences.‍

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Main Flows

Sign in/Sign up Flow

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Information Architecture

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Onboarding Flow

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Introduction to the Chatbot's Capabilities‍

Users upload the app and go through an engaging introduction that highlights the chatbot's capabilities. They are incentivised to register or sign in to access the full range of features.

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Onboarding

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Initial Interaction‍

Users can explore and interact with the chat before deciding to sign up, giving them a feel for the chatbot's functionality and value.

The main interaction screen displays a welcome message.

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Sign-Up Suggestion‍

After a few interactions, we suggest that users sign up to save their conversations and gain access to personalised insights and recommendations.‍

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User Account Creation‍

When users create a new account, they are prompted to confirm their email before fully accessing the app. This step ensures account security and verifies the user's identity.

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Chat Interaction Flow

  • Initiation of a conversation.
  • User input for financial requests.
  • Processing and interpretation of user queries.
  • Retrieval and presentation of relevant financial data or news.

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User Interface Design

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A. Home Screen Layout

Home screen and Voice chat

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We created an engaging and intuitive home screen where users could start a new chat, upload files, or switch to voice input.

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Home screen has the following functions:

1. Start New Chat

2. Upload File Option

3. Switch to Voice Input

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View More Screens

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Conclusion

FinChat AI aims to revolutionise financial management with personalised insights, real-time updates, and actionable recommendations. By focusing on user-friendly design, data accuracy, and security, the chatbot empowers users to make informed decisions and improve their financial health.

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