Mobile customer assistant

Strong

Customer Financial Assistant

A mobile-first, synthetic customer financial assistant experience for financial health, spending, cash flow, savings opportunities, education guidance, and human-reviewed recommendations.

Health

84/100

Risk

22/100

Ready

81/100

Mobile scorecards

Financial Guidance View

A synthetic customer financial education view over existing productization outputs.

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Financial Health

Strong

Synthetic customer financial health summary for education and planning.

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Spending Overview

Healthy

Synthetic spending stability and budget drift visibility.

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Cash Flow Overview

Healthy

Synthetic cash flow buffer and upcoming obligation summary.

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Savings Opportunities

Healthy

Synthetic savings opportunity view for customer-controlled education.

Signals

Supporting snapshots

Compact widgets shaped after the existing productization route response.

Synthetic signal

Education Guidance

Healthy

3 topics

Synthetic educational guidance only. No investment, credit, AML, or KYC decisioning.

Synthetic signal

Data source

Healthy

/financial-intelligence/product/customer

Frontend fallback is shaped after the customer productization route response.

Recommendations

Human-reviewed next steps

Recommendations are advisory only and cannot trigger financial, provider, enforcement, AML, or KYC actions.

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Managed risk

Review budget drift

Use customer-controlled education prompts to review spending changes and budget drift.

Human review required

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Managed risk

Build cash flow buffer awareness

Review synthetic upcoming obligations and savings opportunities before changing plans.

Human review required

Safety model

Mobile intelligence is read-only

This page uses synthetic fallback data shaped after /financial-intelligence/product/customer. It does not call external APIs, store data, use credentials, or execute financial actions.

Frontend intelligence pages use synthetic/demo fallback data in this repository.

Frontend intelligence pages are read only and advisory only.

Frontend intelligence pages do not move money or execute financial operations.

Frontend intelligence pages do not make AML, KYC, fraud enforcement, or customer-impacting decisions.