Integrating an AI Assistant for a Leading Financial Analytics Provider

Solution

To enhance the user experience and simplify access to complex financial data, Expert Soft integrated an AI-powered assistant into the platform. The assistant operates on the client’s proprietary data, ensuring accuracy and security while allowing users to retrieve reports, analyze rating trends, and explore investment insights using natural language interactions.

The AI assistant was seamlessly integrated into the existing microfrontend architecture developed for the financial analytics platform, ensuring smooth deployment and real-time updates without affecting the system’s overall stability. This development was part of a broader transformation, including personalized onboarding, performance optimization, and permission-based data visibility, as described in our full case study.