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Diogo Cardoso
An intelligent, conversational assistant integrated into WM that helps users understand, manage, and take action on their finances through natural language queries.
Example Capabilities:
  • "How much did I spend on groceries last month?"
  • "How have my investments performed last year against the S&P 500?"
  • "What were my top 5 purchases in the last 2 years?"
  • "Am I on track to meet my savings goal?"
  • "Show me where I'm overspending this month"
  • "What's my net worth trend over the past year?"
Key Features:
  • Natural language processing for financial queries
  • Contextual data analysis across accounts and time periods
  • Comparative analytics (e.g., benchmarking against market indices)
  • Transaction categorization and insights
  • Proactive alerts and recommendations
  • Multi-turn conversations for follow-up questions
  • Action triggers (e.g., "Set a budget for dining out")
Potential Integrations:
  • All connected financial accounts
  • Budget and goal tracking
  • Investment portfolio data
  • Transaction history
  • Market data and benchmarks