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Anudeep Adiraju
Anudeep Adiraju

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FinWise: Your AI-Powered Financial Advisor 🌟

This is a submission for the Coze AI Bot Challenge: Bot Innovator.

What I Built

FinWise is an AI-powered bot designed to revolutionize personal finance management. It offers personalized financial advice and guidance, helping users create budgets, set financial goals, and make informed decisions about investments, savings, and debt management. FinWise analyzes a user's unique financial situation and provides actionable recommendations tailored to their specific needs.

Demo

Try out FinWise in the Coze Bot Store: FinWise Bot

Your Configuration

Here's a look at FinWise's configuration, including prompts and skills used:

Journey

Building FinWise was an incredible learning experience. I started by researching the most common financial challenges people face and how AI could help solve them. I then broke down the bot's functionality into key features like budgeting, goal setting, debt management, and investment advice.

One of the biggest challenges was creating a user-friendly interface that could gather the necessary financial information without overwhelming the user. I spent a lot of time refining the prompts and conversation flow to make it as intuitive as possible.

I'm particularly proud of FinWise's ability to provide personalized recommendations based on each user's unique financial situation. By leveraging AI, the bot can analyze a user's data and offer tailored advice that would typically require a human financial advisor.

Moving forward, I hope to expand FinWise's capabilities to include features like real-time market updates, retirement planning, and integration with popular budgeting apps. I also plan to gather user feedback to continuously improve the bot's functionality and user experience.

Overall, participating in the Coze AI Bot Challenge has been a fantastic opportunity to push the boundaries of what's possible with AI and create a bot that has the potential to make a real difference in people's financial lives.

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