I will do agentic banking ai wealth manager, automated loan servicing voice agent app

P
patrickbenn123
P
patrickbenn123
Patrick
do agentic banking ai wealth manager, automated loan servicing voice agent app
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do agentic banking ai wealth manager, automated loan servicing voice agent app

About this gig

Build a powerful Agentic Banking AI Wealth Manager with Automated Loan Servicing Voice Agent App designed for modern fintech and financial institutions.


I develop intelligent AI-driven systems that automate wealth management workflows, streamline loan servicing, and deploy advanced conversational voice agents for financial operations. The solution integrates secure APIs, CRM systems, payment gateways, and data analytics dashboards for scalable financial automation.


The system can operate as a web app, mobile app, or internal banking platform with real-time processing, workflow orchestration, and decision intelligence.


What I Offer:


Agentic AI framework

AI wealth manager engine

Automated loan servicing system

Voice-based customer support/AI integration

Banking workflow automation

Financial analytics dashboard

Loan payment reminders

Investment portfolio tracking

AI financial insights

Conversational banking

CRM & API integration

Secure transaction handling


Industries:


Fintech startups/SaaS

Digital banking

Wealth management firms

Lending platforms

Microfinance institutions

Financial service providers

Neobanks

Investment management firms


Message now to get started.

  • Frameworks

    • Flutter
    • React Native
    • SwiftUI
    • NativeScript
    • FlutterFlow

  • Application Type

    • Chat
    • Shopping
    • Booking
    • Education
    • Social Networking
    • Maps & Navigation
    • Finance
    • Real Estate

  • AI engine

    • GPT

  • Programming language

    • Java
    • JavaScript
    • Objective-C
    • Python
    • Swift
    • TypeScript
    • React
    • PyTorch
    • Tensorflow
    • Keras

Get to know Patrick

Patrick

AI Automation Strategist

  • FromUnited Kingdom
  • Member sinceFeb 2026
  • Avg. response time2 days

  • Languages

    English, Spanish, German, French
I am an AI Automation Strategist focused on one goal: reducing your operational costs by 40%. I have vast experience replacing traditional IVRs and overwhelmed call centers with Autonomous CX Agents. Using Bland AI and Vapi, I build systems that handle thousands of concurrent calls, manage ticket resolutions, and qualify leads without human intervention. From Automotive dealerships to Logistics firms, I help businesses scale by deploying "Voice-to-Action" technology that drives revenue while providing a premium, zero-wait customer experience.

Other AI Development Services I Offer

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