Challenge

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Our client needed to create a seamless onboarding and investment experience for users while showcasing their app’s AI-driven capabilities to attract investors and customers. The app needed to address three critical areas:

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1. Onboarding:

Provide a single, streamlined flow to collect user information, perform KYC checks, and recommend a personalized portfolio based on user inputs.

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2. Portfolio Insights:

Deliver key insights into portfolio performance, including news and events that impact investments, paired with actionable recommendations.

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3. Self-Management and Trading:

Enable users to manage and trade their portfolio assets while maintaining a clear breakdown of holdings.

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Solution

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To meet these challenges, we designed and developed an investment app that delivered a fully integrated experience. Here’s how we did it:

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1. Streamlined Onboarding

• We built an all-in-one onboarding flow powered by an AI-driven Q&A framework. The framework dynamically fetched components and rendered the next question based on user responses.
• The bot collected all necessary user information, recommended a personalized portfolio, and seamlessly performed KYC/AML checks to onboard users without friction.

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2. AI-Guided Portfolio Insights

• Once onboarded, users gained access to daily news events curated by AI, highlighting how these events impacted their portfolios.
• The app provided buy or sell recommendations based on the news, empowering users to make informed decisions.

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3. Portfolio Management and Trading

• Users could view their portfolio broken down by asset class and individual holdings.
• For self-managed portfolios, users could execute buy or sell trades directly within the app.

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Tech Stack

The app leveraged a robust tech stack, including:

• An AI framework for dynamic question rendering and portfolio recommendations.
• Integration with third-party services for KYC/AML checks and news aggregation.
• A trading engine to support buy/sell transactions.

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Results

The app exceeded expectations in delivering a seamless user experience and validating the client’s value proposition. Key outcomes included:

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1. Efficiency:

The onboarding flow reduced drop-off rates by providing a smooth, step-by-step process that guided users from registration to portfolio creation in one session.

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2. Engagement:

AI-curated insights and actionable recommendations increased user engagement, encouraging proactive portfolio management.

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3. Empowerment:

Self-managed trading features empowered users to take control of their investments while still receiving AI-driven support.

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Conclusion

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This case study demonstrated how our client’s investment app could provide a fully integrated, AI-guided experience that combines seamless onboarding, personalized insights, and robust trading capabilities. By addressing the key pain points of onboarding and portfolio management, the app positioned itself as a cutting-edge solution for investors.

For fintech companies looking to bring innovative investment solutions to market, this approach highlights the power of combining AI with user-centric design to drive engagement and success.