Case Study

Eyeballs Financial

Building a Voice-Activated Financial App

Client: Eyeballs Financial, a start-up led by a seasoned financial expert.

Concept: The goal for Eyeballs Financial was to create an intuitive, voice-activated app allowing users to access their financial information by asking questions verbally. The app employs AI to engage the user in a brief quiz, narrowing down the correct information based on user responses. This intellegent, conversational interface also gave the financial advisors insight into the user’s financial mindset, as the information was imported into a custom dashboard, providing actionable information.

Challenges:

Seamlessly integrating voice recognition and natural language processing to understand a wide range of user queries.

Implementing AI-driven questioning to handle ambigous queries and guide users to the right financial data.

Ensuring robust security to protect sensitive financial information in a coversational app environment.

Solution: The platform was constructed using state-of-the-art AI and voice recognition technologies to enable accurate, secure, and user-centric real-time interactions.

The Process

Case Study: Eyeballs Financial –  A Voice-Activated Financial Platform

Client: Eyeballs Financial, a visionary start-up led by a veteran financial expert, approached us with an innovative concept: a voice-activated app to provide clients seamless access to their financial information.

Our Approach: The Client’s idea was ambitious, so we began by researching the available technologies and identifying the gaps that would require custom development. After outlining a clear technical scheme, we provided a detailed quote and embarked on building the platform.

Development Journey: Throughout the process, we unearthed a wealth of data, whichwe transformed into dynamic dashboard for financial advisors, offering real-time insights and user management tools. Our team also developed propietary technologies, which Eyeballs Financial later patented, setting the platform apart from competitors.

Key Achievements: The completed platform was showcased at the Orion Financial National Conference in Orlando, Florida, gaining significant industry attention. By the time we handed off the project, Eyeballs Financial was in discussions with several financial firms about white-labeling the platform for use with their own clients and advisors, demonstrating its broad potential and impact.

This project highlights our firm’s ability to take a concept from idea to reality, leveraging cutting-edge technologies and delivering a solution that drives industry recognition.