Client Requirement: Client had a requirement to build a solution which can assist them to analyze the financial health of their customers and provide recommendations to improve the same.

The end goals were to bridge the gap between where their clients are now financially, and where they want to be.

Solution:
The solution has the capability to capture customer details like personal details, Income Details, current investments, etc.

All the customer details were automatically evaluated and analyzed using the Rule engine and mint reports were generated.

The report generated contained a detailed check on customer a portfolio like a Customer Cushion check, Health insurance check, Life Insurance check, Credit score check, Overleverage check, Tax optimization check, etc.

Depending on this report Wealth Management suggestions are given to the customers to improve their financial portfolio.

A dashboard view provided the customers with a holistic view of their financial details, suggestions, and areas of improvement.