Rapid Dev | Smart Financial & Banking Assistant Bubble Template

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Standard license

197

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Basic Plan

No additional services

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This one-hour session provides personalized setup guidance and a chance to address all your questions directly with the template creators.

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Tackle your toughest challenges with our Bubble coaches. This session is ideal for addressing complex tasks where others may have fallen short.

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125

Customize to Perfection

50 hours of dedicated development by our expert team with more than 200 successful Bubble projects in our portfolio.

The Rapid Dev package

Fully refundable if you decide not to proceed with our services after discovery call.

3,500

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About

The Smart Financial & Banking Assistant is a powerful no-code UI kit designed to help users manage their personal or business finances with ease. This template provides a seamless experience for tracking transactions, monitoring budgets, and making secure payments—all in one place. Whether you're launching a digital banking service, personal finance app, or financial management platform, this template offers a feature-rich foundation.

Features

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AI-Powered Financial Insights ; Get automated spending analysis, smart budgeting recommendations, and personalized financial reports. ; Multi-Account Management ; Connect and manage multiple bank accounts, credit cards, and digital wallets in one dashboard. ; Expense & Income Tracking ; Automatically categorize transactions and track financial inflows and outflows with real-time updates. ; Bill Reminders & Recurring Payments ; Schedule and automate bill payments to avoid late fees. ; Secure & Encrypted Transactions ; Built with end-to-end encryption and two-factor authentication (2FA) for maximum security. ; Instant Fund Transfers ; Send and receive money effortlessly using bank transfers, peer-to-peer payments, or in-app digital wallets. ; Document Storage & Receipt Management ; Digitally store receipts, invoices, and tax-related documents for easy access. ; Customizable Financial Goals ; Set savings goals, track progress, and receive motivation alerts. ; Business Expense Management ; Ideal for entrepreneurs and freelancers to manage business-related finances separately. ; Push Notifications & Alerts ; Receive real-time alerts on account activity, bill due dates, and suspicious transactions. ; Live Customer Support & Chatbot Integration ; Get instant assistance for financial queries and troubleshooting.

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