Nearly 75 percent of Indians lack a comprehensive financial plan -whether for their present needs, future aspirations, or unforeseen emergencies. This creates significant stress, negatively affecting their health, creativity, and overall life satisfaction. The root causes include low financial literacy, conflicting social inputs, and restricted access to expert guidance.
While advisors and tools for financial planning exist, they are expensive, overwhelm non-experts with complexity, and fail to provide actionable clarity.
Our AI-powered financial planner used personalised video and agentic chat to bridge this gap, transforming financial planning into an intuitive, personalised, and engaging experience. It empowers individuals to take control of their financial future with simplicity and confidence.
Impact:
Widespread Adoption: 100,000+ Indian families in just 8 months, empowering them to take charge of their financial futures
2. High Engagement & retention: People revisit their financial plans at least once a month, demonstrating sustained engagement.
3. Goal Achievement: Two-thirds have invested and are on track to meet their financial goals, proving the effectiveness of the planning tools.
Conclusion: Applied thoughtfully, AI can help solve pressing social issues, and be a catalyst for equitable progress and shared prosperity. Some important ways to think about using AI are to to:
Democratise Access to underserved communities.
Simplify Complexity, empower non-experts, breaking down barriers to understanding.
Adapts to individual needs, fostering trust
Drive Measurable Outcomes: real, tangible improvements in people’s lives.
Hall 2 - Up Close and Personal: Intimate Conversations & Deep Dives