StartupIndiaConcept
Sarathi AI
Banking-Style Advisory Concept & Portfolio Assistant
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Client
Sarathi AI
Industry
Startup
Location
India
Service Type
Banking-Style Advisory Concept & Portfolio Assistant
Status
Concept
Revisions Used
2 Rounds
Stack:ReactTailwind CSSGemini APIFirebase Hosting
The Challenge
Retail banking customers struggle to navigate complex loan terms, investment portfolios, and eligibility criteria.
Engagement Origin
How We Started
Concept exploration by ProgVision demonstrating conversational financial advisory interfaces.
Key Requirements
Conversational advisory interface
Loan eligibility calculation logic
Multi-lingual prompt responses
Banking-grade clean UI
What We Delivered
Deliverable 1
Interactive banking concept portal
Deliverable 2
Financial prompt evaluation demo
Deliverable 3
Firebase hosting deployment
Engineering Timeline
1
Concept Modeling
Mapped retail banking inquiries and eligibility queries.
2
Conversational UI
Created safe prompt boundaries and structured guidance cards.
3
Concept Staging
Deployed to Firebase Hosting.
Refinement & Launch Handover
Client Sign-Off & Knowledge Transfer
Completed in 2 structured revision rounds. What was handed over:
- Prototype source
- Evaluation summary
Real Production Outcome
- Demonstrates intelligent, conversational interfaces for banking workflows.