DEV Community

Anudeep Adiraju
Anudeep Adiraju

Posted on

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.

πŸ‘‹ While you are here

Reinvent your career. Join DEV.

It takes one minute and is worth it for your career.

Get started

Top comments (0)

A Workflow Copilot. Tailored to You.

Pieces.app image

Our desktop app, with its intelligent copilot, streamlines coding by generating snippets, extracting code from screenshots, and accelerating problem-solving.

Read the docs

πŸ‘‹ Kindness is contagious

Dive into an ocean of knowledge with this thought-provoking post, revered deeply within the supportive DEV Community. Developers of all levels are welcome to join and enhance our collective intelligence.

Saying a simple "thank you" can brighten someone's day. Share your gratitude in the comments below!

On DEV, sharing ideas eases our path and fortifies our community connections. Found this helpful? Sending a quick thanks to the author can be profoundly valued.

Okay