Finzo
AI-powered financial services mobile app providing personalized guidance through specialized assistants for traders, business experts, and investors. Features JWT authentication, smart questionnaires, and cross-platform support.
Finzo combines financial workflows with AI assistants tailored to different user profiles. The system focuses on practical guidance and user-specific interaction paths.
Role
Mobile and AI Engineer
Timeline
Client Delivery
Delivery
Structured implementation across design, engineering, and release phases.
Challenge
- Coordinate multiple assistant personas for different user intents.
- Handle authentication and session security in a finance context.
- Keep onboarding simple while collecting enough context for personalization.
Solution
- Developed persona-based assistant flows with structured prompts.
- Implemented JWT-based authentication and secure app sessions.
- Built smart questionnaires that adapt to user goals.
Architecture
- Flutter front-end with Riverpod state orchestration.
- Secure auth and token lifecycle management.
- AI assistant layer connected to contextual user inputs.
Outcomes
- Delivered a production-ready finance-oriented mobile app.
- Improved recommendation relevance through contextual onboarding.
- Built an extensible foundation for future assistant capabilities.
Next Steps
- Expand assistant memory and scenario modeling.
- Add deeper portfolio and risk-reporting modules.
- Increase automation for recurring financial workflows.
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