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FinancePro – Smart Wealth Management Platform
Hackathon
FinTech
AI Assistant
Next.js
SIX API
Perplexity API
Tailwind CSS
Data Consolidation
START Global Hackathon • March 2025
Business & Product Strategy Lead
Project Overview
Developed at START Global Hackathon 2025 in a team of four, FinancePro addresses inefficiencies in the wealth management process by consolidating fragmented data sources into a single intelligent platform. The app surfaces AI-generated insights using live APIs, boosting productivity and communication in Swiss finance.
Challenges
- •Unifying data from SIX, Perplexity, and CRM systems in one dashboard
- •Designing a sleek UI to improve traditional wealth management workflows
- •Delivering real-time insights using LLMs within a secure, finance-focused tool
- •Ensuring clear actionability of AI suggestions for client advisory sessions
- •Collaborating across multiple tech stacks under strict 48h constraints
Key Achievements
- •Built a dashboard that reduces tool-switching for wealth managers
- •Connected real-time APIs to simulate live advisory contexts
- •Validated product concept with financial professionals during the hackathon
- •Received praise for relevance to Swiss banking and UX clarity
Technologies Used
Next.js
TypeScript
Tailwind CSS
Python
SIX API
Perplexity API