AI Financial Advisory Enhancement Project

BizBridge.io is seeking to enhance its AI agents used in financial advisory services. The goal of this project is to leverage learners' financial acumen to test and improve the AI's capabilities in wealth management, insurance, and tax planning. The project involves conducting research on current trends and best practices in these areas and applying this knowledge to evaluate the AI's performance. Learners will identify potential gaps in the AI's advisory processes and suggest enhancements. The project aims to ensure that the AI agents provide accurate, reliable, and comprehensive financial advice to users. This project offers an opportunity for learners to apply classroom knowledge in finance and technology to a real-world application, enhancing their understanding of AI in financial services.

BizBridge Business Development Account Management Support

Support business development, project management, and sales/marketing activities Lead outreach and engagement initiatives with small business owners, professional services providers, and other stakeholders Utilize project management tools, templates, and databases to enhance operational efficiency and track marketing, sales funnels, financial, and account management tasks. Develop and assist in execution of a go-to-market strategy

Data Analysis for SMBs

At BizBridge (www.bizbridge.io), we help make it easier to sell and buy businesses with the power of AI. Through our 3 products, we gather an immense amount of data on small-to-medium business (SMB) owners to help them along their start-to-saleable journey. We'd like to: Leverage the data and improve our algorithms to unlock insights to improve our products (e.g., scoring and assessments). This includes financial, operational, and strategic data. Better visualize our data insights and elements to make information clear, insightful, and actionable - as part of our SellerSpan (guided selling journey) and SuccesionBuilder (succesion planning) product

Visual Communication/Graphic Design Upgrade for BizBridge.io

The main goal for the project is to upgrade the designs for BizBridge.io in order to make it easier to sell and buy small to medium businesses. The designs need to speak to two generations - boomers and young people, and represent trust, professionalism, and enthusiasm. This will involve market research and coming up with a Visual Communication/Graphic Design Solution which may include re-branding solutions, web banner ads, social media, brochures, signage, or any other visual collateral.