Beyond Budgeting

Dashboard
Investment Recommendations

Your AI-Powered Financial Companion Simulating OpenBanking Integration: Creating API Endpoints to securely analyze and access real-time financial data, including accounts, and transactions. Financial Summary Dashboard: Provides a birds-eye view of the user’s accounts, and expenditure profile. AI-Driven Budgeting & Expense Tracking: Provides automated analysis of spending patterns to improve savings. Personalized Investment & Product Recommendations: Suggests tailored financial strategies based on user profile and recommends relevant Sun Life financial products. Financial Literacy Hub: Provides educational resources, FAQs, and external links to help users make informed decisions. (In development) Chatbot Financial Advisor: Delivers real-time AI-driven financial guidance. (Upcoming) Our Solution : beyond budgeting