Featured in Hartford Business Journal: Liberty Bank leads community banking AI adoption with Flare AI.
WidgetIQ | Flare AI
WidgetIQ — Custom AI Widgets

Let every customer build their own dashboard — just by describing it.

Self-Composing DashboardsZero Roadmap BacklogRead-Only Security

A drop-in module that lets retail and business customers build personalized, read-only dashboard widgets from plain English requests, in your institution's design language.

01 The Challenge

Fixed Digital Banking Dashboards Are Compromised and Clog the Product Roadmap

Product teams ship static, one-size-fits-all dashboards to millions of users, leaving customers without the views they want and engineering teams burdened with constant UI updates.

Irrelevant Default Views

Customers see generic charts they don't care about while missing the specific financial metrics they need.

Feature Backlog Congestion

Endless "add a widget for..." requests create continuous design, build, and ship cycles for small individual needs.

Front-End Workload Spikes

Engineering spends cycles writing custom front-end code for individual views rather than core product features.

Static Product Aging

Fixed dashboards age rapidly as customer preferences evolve beyond the institution's shipped widget set.

The Result

Digital banking experiences feel rigid, product backlogs get clogged with personal feature asks, and customer engagement stalls.

02 The Platform

WidgetIQ: Conversational Generation. On-Brand Reports. Read-Only Safety.

A self-contained, drop-in module that turns plain-language descriptions into styled, real-time financial widgets in seconds—differentiating digital banking without waiting on the product roadmap.

How It Works
01 — Ask

Ask

The customer opens Create Widget and describes what they want to see in plain English.

02 — Generate

Generate

The engine composes a complete financial report—headline numbers, charts, tables, and takeaways—matching your design language.

03 — Refine & Edit

Refine & Edit

Customers iterate via conversation ("add a reset button," "show total in bold") or update widgets in place.

04 — Save & Organize

Save & Organize

Widgets persist on the user's dashboard, appending automatically and reordering on demand.

Three Intelligence Layers

Natural Language Processing

  • Plain-English prompt parsing
  • Intent recognition
  • Context-aware edits
  • Conversational tweaks

UI & Report Composition

  • Auto-selected chart types
  • Data density layouts
  • Currency and date formatting
  • Theme-matching engines

Safety & Data Governance

  • Read-only report isolation
  • Zero money movement
  • Guarded input validation
  • Zero credential capture
03 Core Capabilities

Intelligence That Moves Digital Personalization Forward

Drop-In Module Architecture

Plugs into any online banking platform or application as a self-contained personalization layer.

Plain-English Dashboard Creation

Customers build the exact view they need in seconds with zero training required.

Read-Only Financial Reports

Generates safe, calculated reports of customer money—never forms, money movement, or credential prompts.

Automated House Style Alignment

Enforces institution design tokens, dark/light themes, and proper currency/date formatting automatically.

Structured Report Design

Leads with headline figures, supports with 2–4 metrics/charts/tables, and closes with plain-language takeaways.

Conversational Refinement

Rebuilds widgets in place based on simple edit prompts without losing location or state.

Multi-Visualization Composition

Merges donuts, progress bars, tables, and change-indicator badges into single, data-dense widgets.

Input Guardrails & Data Isolation

Validates all prompts and parameters to ensure customer privacy and prevent input smuggling.

04 Why WidgetIQ

One-Size-Fits-All Dashboards + Backlog Bottlenecks = Stagnant Banking Apps

Before WidgetIQ
  • Fixed, one-size-fits-all dashboards
  • Backlog clogged with minor widget requests
  • Waiting on quarterly releases for new views
  • Fragmented or uninspired UI components
  • Static charts that age poorly
  • Complex custom UI development
After WidgetIQ
  • Self-composed personalized dashboards for every user
  • Removes feature backlog & custom front-end work
  • Customers build the view they need in seconds
  • Generated in your institution's native design language
  • Living, conversationally refined dashboard surface
  • Drop-in module deployed once across all applications
05 Use Cases

Where WidgetIQ Goes to Work

Personalized Retail Dashboards

Retail users generate spending donuts, savings goal progress bars, and subscription trackers on demand.

Small Business Cash-Flow Views

Business owners build custom cash-flow trend lines, recurring expense tables, and revenue summaries.

Portfolio & Investment Summaries

Investors monitor total portfolio value, YTD change badges, and monthly growth breakdowns in one widget.

Instant Feature Deflection

Deflect custom UI feature requests from the product roadmap by letting users compose their own views.

06 The Flare Advantage

Built for Digital Banking. Designed for Enterprise Security.

Read Only by Design

Eliminates attack surfaces by barring credential capture, card input, and money movement.

Zero Front-End Maintenance

Deflects individual widget requests away from delivery teams to a self-service AI engine.

Instant Standout Differentiation

Provides an AI-native, self-composing user experience that sets your app apart.

Universal Application Compatibility

Drop-in component works across retail, SMB, and commercial banking apps.

One Build, Every Market

Native multi-currency and localization support serves global markets from a single codebase.

Enterprise Guardrails

Validates inputs before generation, enforcing strict user authentication and data privacy.

07 Results

From Static Backlogs to Self-Composing Dashboards

Workspace Metrics
75custom widget requests generated
52active spending and goal trackers saved
17small-business financial reports composed
75conversational edits processed
85personalized dashboard layouts deployed
System Status
Last execution2026-08-28 10:53:10
Active75
StatusCompleted
Widget Segments
Spending & Cash Flow17
Savings & Goals21
Subscriptions & Bills19
Investments18

Top Customer-Created Widgets

Monthly category spending breakdown (Donut + Top categories) Subscriptions overview table with next billing date & total cost Investment portfolio tracker with YTD growth badge
08 Who It's For

One Platform, Every Digital Banking Stakeholder

Retail Banking Customers

Build personal views for spending, savings, and bills without navigating settings screens.

Small Business Owners

Create tailored financial views for cash flow, recurring expenses, and sales metrics.

Product Managers & Owners

Clear the feature request backlog and differentiate digital banking without custom engineering.

Front-End & UI/UX Engineers

Eliminate manual widget design and coding cycles with a single drop-in module.

Digital Banking Executives

Deliver a standout AI-native user experience across retail and business banking.

Security & Compliance Officers

Deploy personalization safely with a strictly read-only, non-transactional component.

09 Getting Started

See What Your Digital Dashboard Is Missing

01

Integrate the Module

Embed the drop-in WidgetIQ component into your existing online or mobile banking application framework.

Plugs in seamlessly via native SSO and design tokens.
02

Enable Conversational Intake

Expose the "Create Widget" prompt box to customers with built-in example prompts (e.g., spending breakdowns, savings trackers).

03

Scale Across Applications

Re-use the same self-contained module across retail, business, and wealth applications without extra front-end work.

The WidgetIQ Promise

Personalization at Scale Without Roadmap Friction

WidgetIQ turns your dashboard from something your institution ships to customers into a living surface customers build for themselves—differentiating your digital experience while freeing up product resources.

Let customers build the exact view they need in seconds.
Maintain complete brand consistency and read-only data security.
Eliminate custom front-end work for individualized dashboard views.
WidgetIQ

The Dashboard Your Customers Build Themselves.

See how WidgetIQ brings AI-native personalization, lighter roadmaps, and read-only security to your digital banking experience.

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