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Ai Automation Developer for Financial Services Mvp (Python + Llm Agents)

Published on the July 21, 2025 in IT & Programming

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Project Overview:
We are developing an AI-enabled backend tool designed to automate structured workflows for a financial services company. The goal of this MVP is to create a functional agent that manages the end-to-end process of receiving client data, generating and dispatching requests to external entities, parsing responses, and delivering comparison outputs back to clients.
This project is focused on building a clean, modular solution that leverages large language models (LLMs), PDF parsing, and automated communication channels (email and potentially messaging APIs).

Project overview

Scope of Work: * Intake structured client data from forms or spreadsheets * Generate templated requests (PDF or email body) based on client inputs * Send requests to external entities via email or available APIs * Receive and parse responses in PDF or plain-text email formats * Extract structured data fields (e.g., Pricing, terms, conditions) * Build comparison tables and summary documents * Send formatted summaries and quote comparisons back to the client via email or WhatsApp Required Qualifications: * Advanced proficiency in Python * Experience with agentic frameworks such as LangChain, CrewAI, or similar * Demonstrated ability in PDF parsing and structured text extraction * Experience with Gmail API or email automation solutions * Capability to generate client-facing outputs such as HTML tables or PDFs * Ability to work independently and communicate clearly during build-out Preferred Experience: * Background in financial or legal technology environments * Working knowledge of Spanish for handling bilingual document inputs * Familiarity with integration of no-code tools (Typeform, Zapier, Google Sheets) * Experience in delivering MVPs for backend automation or SaaS tools

Category IT & Programming
Subcategory Artificial Intelligence
Project size Medium
Is this a project or a position? Project
Required availability As needed

Delivery term: Not specified

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