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We are looking for a skilled Developer with expertise in AI tools to create innovative software solutions for our Financial Advice company. Your primary focus will be on developing an automated application tool that enhance client interaction and streamline processes.
Build an automated application tool for clients, ensuring ease of use and efficiency. I want it to connect wiht third party software to intergrate the information into the application (bank statement scraper software)
I want it to automate a diary note on completion of the application summarising the clients needs and financial position.
I also want it to prefill forms that the bank requires our advisers to complete, based on the information in the appliction form