Building a Fintech AI Agent with Retool
A fast-growing fintech company partnered with iView Labs to build an intelligent, AI-powered financial assistant.
Fintech | USA
Overview
A fast-growing fintech company partnered with iView Labs to build an intelligent, AI-powered financial assistant. The tool needed to provide users with real-time financial insights, respond to queries like a financial advisor, and offer actionable advice - all through a secure, responsive internal dashboard. The team chose Retool to rapidly prototype and integrate multiple data sources and AI models.
Technical Implementation
Dynamic Dashboard UI: Built with Retool for real-time chat, inputs, and custom data views.
Live Financial Data: Integrated Alpha Vantage API to display up-to-date company metrics.
AI Expert Agent: Used GPT-4o & Claude, trained with domain-specific rules.
Embedded Rule Book: Instruction engine inside Retool ensured consistent, compliant responses.
Challenges
Slow Development Cycles
Secure API Integration
AI Agent Training
Multi-AI Coordination
Results
MVP launched in under 3 weeks
100% customizable UI for internal teams to manage AI responses and financial data
AI agent now handles 85%+ of financial user queries without human intervention
Multiple APIs and data sources working in harmony
Secured access control via Retool’s permission layers
