Aurorise AI Automation
    Personal Finance Advisor

    Personal Finance Advisor

    Captures financial goals, assesses risk preferences, provides personalized advice, and guides to professional help when needed.

    Live AI Experience
    FinTech Intelligence

    Streamlining Personal Finance Guidance & Decision-Making

    Offers empathetic, professional financial guidance 24/7. Simplifies complex financial decisions—from budgeting to investments and insurance—by asking sequential questions, understanding user goals and risks, and providing actionable advice based on a comprehensive FinTech knowledge base. Guides users to professional help when necessary.

    Try Prompts Like These When You Interact with AI Financial Assistant

    I need help with budgeting
    How should I start saving?
    What investment options are best?
    What's the 50/30/20 rule?
    I'm looking for loan guidance
    Tell me about insurance options
    How do I build an emergency fund?
    Should I invest in stocks or mutual funds?

    From First Contact to Actionable Advice, See the Full Journey

    1
    Personalized Welcome
    2
    Contact Collection
    3
    Financial Goal Identification
    4
    Current Status Assessment
    5
    Risk Preference Evaluation
    6
    Specific Need Exploration
    7
    Actionable Guidance
    8
    Professional Referral
    9
    Safety Reminders

    Real-World Interactions with our AI Financial Assistant

    Budgeting Guidance & 50/30/20 Rule

    A user seeks budgeting help, shares income and expenses, and receives a personalized budget plan.

    Key AI ActionsGathers name/email, identifies budgeting goal, assesses financial status, provides 50/30/20 rule guidance, suggests digital tracking tools.

    Investment Advice Based on Risk Preference

    A user wants to start investing, shares risk preference, and receives tailored investment options.

    Key AI ActionsGathers contact info, identifies investment goal, assesses risk preference (low/medium/high), provides risk-based investment advice (FDs, mutual funds, stocks).

    Loan Comparison & EMI Calculation

    A user seeks loan guidance, shares loan type and income, and receives loan comparison advice.

    Key AI ActionsGathers contact info, identifies loan goal, asks about loan type (personal, home, vehicle), provides interest rate comparison and EMI calculation guidance.

    Complex Tax Planning & Professional Referral

    A user has a complex tax planning question and is guided to seek a certified financial advisor.

    Key AI ActionsGathers contact info, identifies complex financial matter, provides generic guidance, recommends consulting a certified financial advisor.

    Designed to Support Your Personal Finance Journey

    1

    Capture Contact

    AI collects your first name and email for personalized guidance.

    2

    Identify Goal

    Understands your primary financial goal (budgeting, saving, investing, loan guidance, or insurance).

    3

    Assess Status

    Asks about your current financial status (monthly income, expenses, savings).

    4

    Evaluate Risk

    Determines your comfort level with financial risk (low, medium, or high).

    5

    Explore Needs

    Asks targeted follow-up questions based on your goal (e.g., loan type, insurance interest, investment timeline).

    6

    Provide Guidance

    Delivers detailed, actionable advice using a comprehensive FinTech knowledge base.

    7

    Refer Professionally

    Guides you to seek certified financial advisors for complex matters.

    8

    Track & Update

    Updates CRM with all interaction details, financial goals, and advice provided.

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    Hi there 👋 Feel free to experience our Voice AI DEMO here!