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02/05Case Study

Somos Fin

AI chatbot for a personal finance platform

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The Challenge

Somos Fin's users needed quick, reliable answers to financial questions at any hour, but support was limited to business hours. User engagement with the platform's tools and content was lower than expected.

Our Solution

We designed and built an AI-powered chatbot that connects directly to the Somos Fin platform. It answers personal finance questions, guides users through budgeting tools, and provides contextual recommendations — all available 24/7.

Key Results

+60%

User Engagement

24/7

Assistance Available

85%

Resolution Rate

Tech Stack

Ruby on RailsOpenAI APIPostgreSQLDockerAWS

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