Clerkie is an AI financial Q&A platform that gives middle-class Americans the best financial answers for free – reliable answers that are both highly personalized and achievable based on your unique financial context. What makes the platform unique is its ability to combine expert financial advice with one-click automation that makes it easy for users to take action and apply to the relevant products/services they need.
Using modern conversational AI, Clerkie helps individuals think through their financial questions and problems. With rich conversations, Clerkie continuously builds their financial profile (monthly necessities, debt payments, income) and catalogues additional context about their life over time (e.g. age, address, employment status, kids, and other upcoming life events) to better understand the user's unique constraints. Based on this 360-view and our proprietary financial knowledge graph, Clerkie then prescribes achievable solutions that put struggling Americans on a path to financial health. Each answer is assessed and evaluated based on the historical success rate of other users, and is subsequently personalized, thereby making them achievable and realistic. Once a recommendation is made, Clerkie drives adherence through proactive check-ins and task automation. more