Case Study: India B2C Fintech Firm achieves personalized predictive financial advisory and increased customer satisfaction with Happiest Minds

Digital Query Assistant for a niche B2C Fintech firm in India End User Virtual Assistant for a Fintech Firm

Happiest Minds partnered with a niche B2C fintech in India that needed a multi‑platform, personalized financial advisory for millennials. The firm struggled to predict users’ spending behavior for better advice and was facing high capital expenditure from traditional analytics and delivery models.

Happiest Minds built a Virtual Financial Advisor combining conversational AI, anticipative gamification and a cognitive analytics engine to help millennials set goals, save and manage spending. The solution integrated transaction and savings data with predictive, prescriptive and conversational layers, improving personalization and end‑user experience, enabling predictive analytics and driving increased business growth and customer satisfaction.