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Financial Literacy & Lead-Generation App — Project Description Overview We are building a mobile-friendly application for a bank that helps everyday users understand insurance products and other financial instruments (savings, investment, and protection products) in a simple, friendly, and multilingual way. The app is educational and lead-focused: users learn about products, get their questions answered by an AI assistant, and can submit an enquiry that is routed to the bank's sales/agent team for follow-up. This is a non-transactional platform — no purchases, payments, or account opening in this phase. Goal Improve financial literacy, present the bank's products in an accessible format, and generate qualified leads — while giving the bank full control to manage content and products themselves, without needing a developer for every change. Key Features Educational content organised by topic/category (insurance, savings, investments), with rich formatting, search, and FAQs. Product catalogue with detail pages (description, key features, eligibility, benefits) and a simple side-by-side comparison view. Multilingual experience — user-selectable language; start with 1–2 languages, expandable later. All content and UI text must be translatable. AI chatbot / virtual assistant that any user (including guests) can use to ask questions in natural language and be guided to the right content or product. The chatbot must be grounded in the bank's approved content only — no fabricated answers and no personalised financial advice — with a clear "general information only" disclaimer, and the ability to hand off to the enquiry form or a human agent when appropriate. Lead capture — an enquiry form linked to a product or topic, capturing name, contact details, product of interest, and preferred contact method, with input validation, consent capture, and confirmation. Leads are routed to the bank's team (notification + admin queue) and are viewable/exportable by admins. Admin CMS — a content-management back-office where administrators create, edit, publish, and translate content and products, manage categories and ordering, control the chatbot's knowledge sources, view/export leads, and manage admin roles (role-based access control). Basic analytics — content/product views, lead submissions, funnel drop-off, shown on a simple admin dashboard. Optional push notifications for new content or products, with user opt-in/opt-out. Platform & Technical Preferences A responsive mobile web app (PWA) is preferred — installable, app-like, and works across iOS and Android from a single codebase. Native apps are acceptable only if specifically justified. Clean, simple, accessible UI for non-technical users; readable typography and clear navigation. Content changes must not require code deployment (CMS-driven). Product data may be maintained in the CMS or ingested via a simple feed/API. No core-banking integration is required in this phase. Non-Functional Requirements Security: HTTPS/TLS everywhere; personal (lead) data stored securely with access controls. Privacy & compliance: consent, data retention, and data-protection compliance; the AI assistant must not send sensitive personal data to external AI services without consent and safeguards. A self-hosted or region-compliant AI approach is preferred given the banking context and data-residency needs. Performance: content and product pages load within ~3 seconds on a standard mobile connection. Availability & scalability: monitoring, automated backups, and an architecture that grows with users and content without redesign. Hosting flexibility: deployable to the bank's own infrastructure / private cloud or a standard cloud provider, per data-residency preference. AI safety: guardrails to keep chatbot responses grounded, safe, and compliant; the assistant should indicate uncertainty or hand off rather than guess. Out of Scope (this phase) Transactions: product purchase, premium payment, account opening. Identity verification / e-KYC and regulated onboarding. Payment gateways, wallets, or settlement. Core-banking or insurer policy-system integration. Gamification, rewards/referral programmes, advanced personalisation. These may be scoped as a later phase and will change security, compliance, and integration requirements. Post-Delivery Support & Maintenance (2-Year AMC) We require a two-year (24-month) maintenance arrangement following go-live, covering: corrective maintenance (bug fixes), security patching, adaptive updates (OS/browser/library changes and store re-submissions if native), uptime monitoring and incident response, regular backups/DR checks, a small allowance for minor enhancements and configuration, CMS/content support, and chatbot upkeep (knowledge-base refresh and guardrail tuning). Support should follow priority-based response targets (critical / high / medium) to be agreed in a support SLA. New features, major enhancements, and any Phase-2 transactional work are handled separately. Deliverables Fully working application (PWA, iOS + Android reachable) with the features above. Admin CMS with role-based access. AI chatbot integrated and grounded in approved content. Source code, documentation, and deployment/handover support. Ongoing maintenance under the 2-year AMC. Ideal Skills Full-stack development (React or similar + a backend framework), PWA experience, CMS/back-office development, multilingual/i18n implementation, AI chatbot / LLM integration with retrieval and guardrails, cloud or on-prem deployment, and a security-conscious approach suitable for a banking client.
Project ID: 40635737
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53 freelancers are bidding on average ₹255,868 INR for this job

Hello, I’ve gone through your JD and can build the complete banking financial-literacy PWA with multilingual educational content, product catalogue comparison, AI assistant grounded only in approved bank content, lead capture, CMS, RBAC, analytics, and optional push notifications. I’ll focus on a secure, scalable architecture with React PWA, API-driven backend, multilingual i18n, protected lead data, consent controls, audit-friendly admin workflows, and deployment flexibility for private cloud or compliant infrastructure. Let’s Chat.. Thanks
₹200,000 INR in 7 days
9.4
9.4

Hi I have read your requirements and I am sure I will be able to help you. Please message me so that we will have detail technical discussion. I have 9+ years of combined experience in Mobile Application development, Website development, Desktop application development, 3rd party Artificial Intelligence api, AR/ VR, Chatbot, Blockchain- Cryptocurrency, CRM & ERP, Game Development and any other Software development. I am having expertise in Native on Android Java, kotlin and IOS Swift, and For Hybrid Cross platform on Flutter Dart & React- Native, and for web and backend on react js and node js, Python Django. Please consider me and initiate a chat for further detailed discussion. Regards, Anju
₹150,000 INR in 45 days
6.5
6.5

Hello, I can build a premium, professional logistics website for ICD Cargo Movers that clearly communicates your heavy cargo, project cargo, container transportation, fleet, and specialized logistics capabilities. I’ll focus on a strong corporate visual identity, intuitive navigation, mobile-first responsiveness, optimized fleet/operation imagery, and clear “Get a Quote” CTAs. The enquiry form will capture all required cargo and pickup/delivery details, with proper validation and secure submission handling. I’ll develop the complete Home, About, Services, Fleet, Industries, Safety, and Contact sections, integrate your supplied content, and implement SEO-friendly structure, optimized assets, fast loading, and responsive layouts. Since your domain and hosting are ready, I can also handle deployment. A few questions: Do you already have the logo, fleet images, and final page-wise content? Should enquiries be delivered via email, WhatsApp, CRM, or multiple channels? Do you have any reference websites for the desired premium logistics look? Would you like the Fleet section to be manageable from an admin panel for future updates? I can start quickly and provide a clear milestone-based timeline. Thanks
₹160,000 INR in 40 days
6.0
6.0

Hello! As per your project post, you are looking to build an Financial Education and Lead Generation PWA for a bank that helps everyday users understand insurance, savings, investment, and protection products in a simple, multilingual format. The goal is to improve financial literacy while generating qualified enquiries for the bank's sales team through a secure, non transactional experience. My focus will be on delivering a complete PWA featuring educational content, categories, search, FAQs, product catalogues, product comparisons, multilingual content, AI powered assistance grounded only in approved bank content, enquiry forms, consent capture, lead routing, admin CMS, content and product management, chatbot knowledge management, role based admin access, lead export, analytics, and optional push notifications. I specialize in PWA development, AI powered applications, multilingual platforms, secure CMS driven systems, conversational assistants, lead generation workflows, and scalable web applications. My focus will be on creating a simple experience for users while giving the bank complete control over content, products, chatbot knowledge, and leads without requiring code changes. Let’s connect to discuss your content structure, customer journey, compliance expectations, and lead generation goals so we can build a secure and scalable financial education platform. Best regards, Nikita Gupta.
₹150,000 INR in 45 days
6.0
6.0

Your project’s focus on clear financial education, multilingual support, and safe AI guidance aligns well with work I’ve done for a fintech startup building a content-driven PWA with a custom CMS and AI help system—non-transactional and designed to hand off to sales teams efficiently. I would start by setting up a flexible CMS that lets your team update content, products, and translations without code, minimizing developer reliance. For the AI chatbot, I suggest grounding it strictly in approved content via a retrieval-augmented generation approach, with fallback to enquiry forms or human agents—this avoids fabricated answers, meeting your compliance needs. Have you considered whether the chatbot’s knowledge base will be updated regularly by your content team, or would you prefer an automated sync? Security and privacy are top priorities: I propose using encrypted storage and role-based admin control, plus self-hosting the AI service or running it within a compliant cloud to keep all data locked down. Performance-wise, the PWA can be optimized to load key content under 3 seconds on mobile by preloading cached assets and lazy-loading heavier elements like the chatbot UI. I’m ready to help you turn this into a streamlined, user-friendly app that educates users while generating leads securely. Let’s get started on a technical plan tailored to your bank’s infrastructure.
₹150,000 INR in 7 days
5.7
5.7

Greetings, I am a Full Stack developer specializing in financial literacy and fintech platforms. I'll build a multilingual PWA for the bank's financial education and lead-generation app with educational content management, product catalogue with comparison views, AI chatbot grounded in approved content with safety guardrails, lead capture and routing to sales teams, comprehensive admin CMS with role-based access, and basic analytics dashboards. I'll use React frontend with Node.js/Python backend, implement self-hosted or region-compliant AI for data residency, ensure HTTPS security and compliance, and deliver a 2-year maintenance arrangement covering bug fixes, security patches, and chatbot knowledge-base upkeep. What languages and initial content volume are planned? Better we do a quick chat to ensure few things about the task. Ping me when you're available.
₹150,000 INR in 7 days
5.6
5.6

Hi, Aashiq here from Cape Town, South Africa. This project instantly caught my eye, so I had to reach out. I see you're looking for a mobile-friendly app that simplifies financial literacy and helps generate leads. The multilingual aspect and AI chatbot are great features to enhance user engagement and support. Having helped businesses increase their sales through high-converting applications and user-friendly interfaces, I am confident I can deliver the results you're after. Feel free to ask for samples of similar projects I’ve completed successfully. Based on what you mentioned, here is how we would approach the project: - Develop a responsive PWA that works seamlessly across devices. - Implement a robust admin CMS for easy content management. - Integrate a secure AI chatbot for user queries, ensuring compliance and data protection. You can expect clear communication throughout the process, with a focus on delivering a user-friendly, optimized solution that meets your needs. Best Regards, Aashiq
₹225,000 INR in 7 days
5.1
5.1

Hi, I can develop this secure, multilingual financial literacy and lead-generation platform as a responsive PWA with a powerful admin CMS and AI assistant. I understand the banking requirements around security, privacy, content control and AI accuracy. I can deliver: • React/TypeScript responsive PWA, installable on iOS & Android • Secure backend API with PostgreSQL • Admin CMS for products, articles, FAQs, categories, translations and publishing • Product catalogue, search and side-by-side comparison • Lead forms with validation, consent, notifications and admin workflow • RBAC, audit logging and secure data handling • Multilingual/i18n architecture • Analytics for content, product and lead funnels • RAG-based AI chatbot grounded strictly in approved bank content • AI guardrails to prevent hallucinations and personalised financial advice • Human-agent/enquiry handoff when required • Cloud, private-cloud or on-premise deployment • Backups, monitoring, security updates and documentation The architecture will be scalable so future phases such as transactions or integrations can be added without rebuilding the platform. I can also provide the complete 24-month AMC covering bug fixes, security patches, monitoring, backups, CMS support and AI knowledge-base maintenance. I’m ready to discuss your hosting, data-residency, language and timeline requirements.
₹200,000 INR in 7 days
2.3
2.3

With over 14 years of experience as a seasoned Full Stack Developer, I have successfully delivered more than 416 projects, driving growth for various businesses. My expertise extends across Web, Mobile App development, and UI/UX design—all of which are essential elements for your mobile banking education and lead-gen app. Proficient in MERN/MEAN stack and open-source platforms like PHP and Python (Django), I can build you a robust and scalable platform while keeping your specific non-functional requirements of security, privacy, and performance at the forefront. Lastly, my proficiency in AI chatbot along with a basic understanding of Hugging Face/LangChain using Python would greatly assist with building a reliable virtual assistant in line with your requirement. Having worked across sectors such as Real Estate, Shipping and Medical— I understand the importance of data residency considering sensitive personal data is being dealt with here. All in all, my dedication towards delivering tailored IT solutions that fit each client’s unique needs makes me the perfect fit for helping the bank scale its financial literacy initiative successfully. Let’s collaborate and empower users together!
₹150,000 INR in 7 days
0.4
0.4

A mobile-friendly, multilingual banking education & lead-gen PWA built for admin-controlled content, no code redeploys for product updates. We’ll implement: topic-based educational pages with search/FAQs, product catalogue + side-by-side comparisons, and a grounded AI assistant restricted to approved CMS content with “general information only” guardrails and safe handoff to enquiries. For lead capture, we’ll deliver validated forms with consent, confirmations, routing to your bank’s admin queue, and export-ready lead management. The Admin CMS will support role-based access, content/product authoring, publishing workflow, translation management, chatbot knowledge-source control, and a simple analytics dashboard (views, submissions, funnel drop-off). Security-first delivery (HTTPS/TLS, access control, privacy/compliance workflow), performance targets for ~3s mobile loads, and a deployment-ready architecture suitable for private cloud/your infrastructure preferences, plus 24-month AMC coverage for patching, monitoring/DR checks, backups, and chatbot knowledge/guardrail upkeep.
₹150,000 INR in 3 days
0.0
0.0

Rahul here, Expertise: React.js | AI Chatbot I've reviewed your requirements, and the biggest challenge is delivering a secure, multilingual, AI-powered financial education platform that remains easy for users while meeting banking-grade security, compliance, and content governance requirements. My approach is to build a CMS-driven PWA with a grounded AI assistant, scalable architecture, and role-based administration so your team can manage content independently without developer involvement. I've worked on AI-powered web applications, CMS platforms, PWAs, and secure enterprise solutions, and already have a clear implementation approach for your requirements. Key deliverables: ◆ Responsive PWA with multilingual educational content, product catalogue, comparison tools, and lead capture workflows ◆ AI chatbot using RAG/grounded knowledge with guardrails, human handoff, disclaimers, and secure handling of user data ◆ Role-based Admin CMS for managing content, translations, chatbot knowledge sources, analytics, and lead exports ◆ Production-ready deployment, documentation, source code, security best practices, and support planning for the 2-year AMC If hired, my first step will be to review your functional requirements, security expectations, and deployment environment, confirm the milestones, and share a detailed implementation roadmap before development begins. I can start immediately.
₹200,000 INR in 25 days
0.0
0.0

Non-transactional was the right decision, and it is worth saying why: the moment money moves, you are in a different regulatory world. Education plus qualified lead capture gets the bank most of the value at a fraction of the compliance burden. That framing shapes the build: - The AI assistant explains products; it must never recommend one or imply advice. For a bank that is a hard boundary — so the assistant answers only from your approved product content, with retrieval over that content rather than open generation. If a question falls outside it, it says so and offers the enquiry route. That is also what makes the whole thing auditable when compliance reviews it. - Multilingual done properly: the same approved content maintained per language, not machine-translated at runtime. A mistranslated insurance term is a real problem, not a cosmetic one. - Enquiry capture with clean routing to the sales team, capturing only what is needed for follow-up, with consent recorded explicitly. - Mobile-friendly and fast, since financial literacy content is read on phones in short sessions. Proof: AI integrations in production, multilingual content pipelines running 24/7 for industrial clients, and GDPR-standard data handling as a German company — the habits a bank's compliance team will ask about. Question: is the product content already written and approved, or is structuring it part of the work? That is the biggest unknown in the timeline. Martin
₹205,000 INR in 14 days
2.2
2.2

Cyberjaya, Malaysia
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