AI-Powered CRM for Financial Planners
FinPlan (Reportr)
AIFintechKotlinNext.js
Full-stack AI product for financial planners integrating GPT-4o for automatic meeting transcription, enhancement, and report generation.
- Designed and built end-to-end AI pipeline: recording → transcription → enhancement → report generation → PDF/DOCX export
- Integrated Recall.ai for automatic meeting bot deployment
- Stripe subscription billing and OpenAI API for multi-stage AI processing
- Built GDPR-compliant data deletion with strategy pattern across 7 entity types
- Stack: Kotlin/Spring Boot, Next.js/React, MongoDB