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WEALTH WISE:
EMPOWERING
FINANCIAL INSIGHTS
SPEND
ANALYSIS
Merchant
Locator How we did it?
Wealth AI Tech
PROBLEM FACED BY YOUNG
PROFESSIONALS
• Uncertainty regarding expenditure destinations
• Lack of clarity on optimal investment avenues
IMPACT AT BHARATPE
Users have access to diverse asset
investment opportunities, facilitated by
our AI-driven suggestions
Diverse Investment
Access
01
Elimination of the necessity for
human advisors
AI Advisors
02
Empower our merchants conducting
transactions through our QR to attract
new customers
Merchant Empowerment
04
Users can typically spend ~10-15min
more in PostPe and 12% club (current
is ~5 min)
APP Engagement
Boost
03
HOW WE DID IT?
Collect
SMS
Data
Segmented
Data into
Tokens
Utilize Exploratory
Data Analysis
(EDA) techniques
for data
preprocessing,
including cleaning
and feature
engineering
Display nearby
BharatPe
merchants based
on spending
categories.
Present
spending
insights to the
user.
engage the
OpenAI API for
analysis. Dive in
and extract
valuable insights
Filter?
no
yes
DEMO:

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wealth_spend_bharatpeVerse_Analysis .pptx

  • 2. PROBLEM FACED BY YOUNG PROFESSIONALS • Uncertainty regarding expenditure destinations • Lack of clarity on optimal investment avenues
  • 3. IMPACT AT BHARATPE Users have access to diverse asset investment opportunities, facilitated by our AI-driven suggestions Diverse Investment Access 01 Elimination of the necessity for human advisors AI Advisors 02 Empower our merchants conducting transactions through our QR to attract new customers Merchant Empowerment 04 Users can typically spend ~10-15min more in PostPe and 12% club (current is ~5 min) APP Engagement Boost 03
  • 4. HOW WE DID IT? Collect SMS Data Segmented Data into Tokens Utilize Exploratory Data Analysis (EDA) techniques for data preprocessing, including cleaning and feature engineering Display nearby BharatPe merchants based on spending categories. Present spending insights to the user. engage the OpenAI API for analysis. Dive in and extract valuable insights Filter? no yes