QuickVest-SP

Inspiration

QuickVest was inspired by how intimidating it can be for new investors to open an account. The process often feels confusing, filled with financial jargon, long forms, and uncertainty about where to start. We wanted to change that by creating an experience that feels natural, friendly, and interactive. Our goal was to turn investment onboarding into a simple game guided by an AI companion that teaches users as they go.

What it does

QuickVest is an AI-powered mobile app that helps users discover and open the right investment account through a short discovery game, conversational voice guidance, and TikTok-style educational reels. It uses OpenAI Realtime API, Gemini, and ElevenLabs to create a seamless experience where users can talk to an AI guide, learn investment concepts through narrated reels, and finish by opening an account that rewards them with a $200 demo balance and a confetti celebration. The onboarding process is enhanced by a smart ID verification feature that lets users upload a photo of their government ID to automatically fill in their name, date of birth, and address. This feature is powered by Gemini’s multimodal capabilities, which interpret the uploaded ID and extract key details securely before pre-filling the user’s form. This streamlines what is usually the most tedious step in financial onboarding and demonstrates how AI can reduce friction while keeping the process secure.

How we built it

We built QuickVest using React Native with Expo and TypeScript for the front end, while Supabase handled authentication, storage, and edge functions on the backend. OpenAI Realtime powered real-time speech and conversation, Gemini provided contextual reasoning, document reading, and educational explanations, and ElevenLabs generated natural voice narration. Zustand managed state across screens, and Expo animations created smooth transitions for the reels, carousel, and celebration effects.

Challenges we ran into

Some of the main challenges we faced included keeping voice response latency low across mobile devices, synchronizing real-time speech, text, and visuals, and designing swipeable reels that felt natural and consistent. Implementing the ID upload and auto-fill securely while maintaining usability was also a technical challenge that taught us a lot about multimodal AI and privacy-conscious data handling. We also worked hard to make the interface accessible, with captions, voice input, and large touch targets for all interactive elements.

Accomplishments that we're proud of

We are proud that QuickVest offers a complete onboarding experience that users can finish in under three minutes. It combines education, gamification, and accessibility without sacrificing security or clarity.

What we learned

Through this project, we learned how to design multimodal AI interfaces and how Gemini’s reasoning capabilities can complement OpenAI’s real-time conversation models to create a more engaging and intelligent user experience.

What's next for QuickVest

In the future, we plan to integrate real brokerage APIs, add full OCR-based ID verification for production use, introduce live market data, and support multiple languages to make QuickVest even more inclusive and powerful.