Projects
Complete systems built on synthetic or public data — from problem framing to working prototype to lessons learned.
Cyborg RM Nudge Engine
LiveTurns a market headline into compliance-aware, client-personalized WhatsApp drafts for relationship managers.
- Gemini API
- Streamlit
- Python
- Synthetic data
WealthTech RAG Assistant
LiveA RAG system that knows which of four disagreeing documents is telling the truth.
- RAG
- FastAPI
- Streamlit
- Ollama
- Python
AA Wealth Profiler
PlannedAn advisor-facing opportunity dashboard built on mock Account Aggregator (Sahamati) JSON data.
- Account Aggregator
- Python
- Mock data
RM Meeting Co-Pilot
PlannedTurns a client's scattered portfolio, transactions, and past meeting notes into a one-screen briefing before every meeting.
- LLM
- Synthetic data
- Python
Notes-to-CRM Extractor
PlannedTurns a spoken meeting recap into structured CRM fields automatically, logged on the way to the next meeting.
- LLM
- Speech-to-text
- CRM
Cross-Sell Rationale Generator
PlannedReads a client's actual transaction and holding history to generate the specific, personalized pitch rationale an RM can say out loud.
- LLM
- Personalization
- Synthetic data