AI FinData Analyst.

Talk to Your Financial Data

Accelerating financial insights and empowering business users with AI-powered conversational analytics and visualization.

PROJECT OVERVIEW

A Swiss financial consultancy struggled with slow data processing and making financial insights accessible to non-technical stakeholders while complying with the EU AI Act.

Softblues Solutions developed an AI-powered platform using natural language processing that lets consultants analyze data through conversations.

The platform automatically generates dashboards and gives clients instant access to compliant financial intelligence, transforming how they deliver insights.

TECHNOLOGY

Python, FastAPI, Anthropic, Django, PostgreSQL, LLM fine-tuning, Vector databases, NLP, RAG

Client Goals and Objectives

Speed up financial analysis from days to minutes for all clients.

Let business users get financial insights without needing technical help.

Make sure all AI reports follow EU AI compliance rules.

Turn complex data into clear charts for business decisions.

By combining natural language processing with intelligent agent architecture, the platform enables non-technical users to obtain sophisticated financial insights through simple conversational queries.

The system employs a two-layer architecture with six specialized agents working in concert:

Data Integration Layer

Intelligent Processing Layer

Value and Impact Delivered

Time Efficiency

Reduced financial analysis time from 5 days to 15 minutes per client report.

Enhanced Client Service

Enabled real-time financial insights during client meetings and presentations.

Team Empowerment

All consultants can now perform advanced analysis without technical training.

Compliance Confidence

Automated EU AI Act compliance documentation for all generated reports.

Business Growth

Increased consultancy capacity by 30% with the same team size.

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