Nice job setting all this up. I've also done quite a bit like this directly on Claude.
The core things Nino adds are:
1. Automatic data ingestion. Connections to your financial accounts keep everything current without you maintaining the pipeline. This also lets Nino surface insights proactively.
2. Licensed humans in the loop. CFPs and CPAs review the AI's work, which could be especially critical for consequential decisions and filings. Working with them is low friction because they have direct access to the customer's data and interactions with agents.
3. It's built for you, so you don't need to do the work.
Over time we're building deterministic engines for financial planning and tax calc underneath the AI layer, since these aspects need to work 100% of the time.
The core things Nino adds are:
1. Automatic data ingestion. Connections to your financial accounts keep everything current without you maintaining the pipeline. This also lets Nino surface insights proactively.
2. Licensed humans in the loop. CFPs and CPAs review the AI's work, which could be especially critical for consequential decisions and filings. Working with them is low friction because they have direct access to the customer's data and interactions with agents.
3. It's built for you, so you don't need to do the work.
Over time we're building deterministic engines for financial planning and tax calc underneath the AI layer, since these aspects need to work 100% of the time.