Submission type
Coded Agent with UiPath SDK
Name
Parth Doshi
Industry category in which use case would best fit in (Select up to 2 industries)
Banking and financial services
Complexity level
Intermediate
Summary (abstract)
The FiixMyFinance Investment Agent makes financial planning effortless - it understands you, your goals, and your comfort with risk.
In seconds, it turns your data into a clear and confident investment roadmap.
Detailed problem statement
- Managing personal finances and investments is increasingly complex for individuals with limited time, expertise, or confidence.
- Most people struggle to choose suitable investment options aligned with their income, savings, goals, and risk tolerance.
- Traditional financial planning often relies on manual analysis, generic advice, or external consultants, leading to inconsistent or biased recommendations.
- Every individual has unique goals-such as securing family stability, funding education, or building long-term wealth-that require personalized investment strategies.
- Lack of intelligent, accessible, and contextual financial guidance prevents users from optimizing their savings and achieving their financial targets effectively.
- There is a need for a data-driven, AI-powered solution that can instantly analyze user profiles, understand goals, and deliver tailored investment plans.
- Such a solution should empower users to make confident, well-informed financial decisions without needing deep financial expertise.
Detailed solution
FiixMyFinance Investment Agent is an AI-driven solution designed to simplify and personalize financial planning for individuals.
- It takes structured inputs such as income, expenses, savings, goals, and risk tolerance to understand each user’s unique financial situation.
- The agent leverages a knowledge base of investment strategies to create customized, goal-oriented investment plans in real time.
- It translates complex financial data into clear, actionable insights-making financial planning intuitive and transparent.
- Users receive tailored recommendations aligned with their preferences, such as mutual funds, recurring deposits, or debt instruments.
- The solution empowers users to make confident, informed investment decisions without needing deep financial expertise.
- By combining automation, personalization, and education, FiixMyFinance bridges the gap between financial literacy and smart investment planning.
Narrated video link (sample: https://bit.ly/4pvuNEL)
Expected impact of this automation
Personalized Financial Guidance: Delivers investment strategies tailored to each individual’s income, savings, goals, and risk profile - no more generic advice.
AI-Driven Intelligence: Uses advanced automation and data analysis to design plans that align with both short-term needs and long-term aspirations.
Simplicity and Accessibility: Makes financial planning easy to understand, even for users with minimal financial expertise.
Time Efficiency: Eliminates hours of manual research, comparisons, and guesswork by generating complete investment plans within seconds.
Educational Insights: Empowers users to learn and understand their investment options while building long-term financial confidence.
Bias-Free Recommendations: Provides unbiased, logic-based financial plans driven purely by user data and smart algorithms.
Scalable for Businesses: Enables organizations like FiixMyFinance to deliver consistent, high-quality financial recommendations to a large user base effortlessly.
UiPath products used (select up to 4 items)
UiPath Automation Cloud™
UiPath Coded Agents
UiPath Data Service
UiPath Integration Service
UiPath Robots
Integration with external technologies
OpenAI
Hi there, 
Nov 5–16: Jury evaluation by 
Nov 17: Winners announced 
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