The Story of CentralBuild
CentralBuild creates an opportunity to build a solution that bridges the gap between sophisticated financial requirements & efficient development.
It addresses these challenges by providing a purpose-built creation platform that understands the unique needs of the financial services industry.
1. AI Form Optimizer
This tool uses AI to enhance your forms. Provided the form's JSON structure with its purpose. The AI analyzes this information, along with established design principles, to recommend specific improvements. It can suggest better field layouts, smarter validation rules, and even propose redesigns for future needs.
Problem Statement
Financial institutions struggle with creating, managing, and optimising forms across their digital touchpoints. Traditional form builders lack the specialised understanding of financial workflows.
Growing Digital Expectations
Financial firms need modern, secure digital experiences for both clients and internal teams. High expectations for seamless interactions and responsive interfaces that adapt quickly to market changes.
Limited Platform Solutions
Existing low-code platforms lack financial-specific features like data visualization, risk assessment tools, and compliance frameworks. This forces costly trade-offs between custom development or inadequate solutions.
Innovation Dilemma
Financial institutions face two paths: expensive custom development with long timelines, or generic platforms that don't meet specialized needs. Both limit innovation and quality experiences.
Streamlining Financial Platform Creation Through Intelligent Design
Redefining Financial Product Development
Central Build transforms financial platform/form creation from a technical bottleneck into a strategic advantage, enabling teams to create better experiences while maintaining the highest standards of compliance and security.
UX Research
Product Strategy
Form Design
AI Integration
Significant reduction in product development time
Improves user completion rate
Inbuilt compliance validation
Discover Phase
Understanding the Financial Forms Landscape
Through extensive research with financial institutions, we found that form creation consistently served as a bottleneck in digital transformation efforts. Key insights included:
A significant %
of financial forms/platforms contained unnecessary fields that increased abandonment
Approx 3 weeks
average time teams spent getting simple form changes implemented
Late exclusion
of compliance officers from the design process until too late
Design Phase
Creating an Intuitive Financial-First Experience
The design philosophy is centred on progressive disclosure and contextual guidance. Rather than overwhelming users with every possible option, Central Build reveals functionality as needed while providing intelligent suggestions throughout the process.
Card-based architecture
allows users to focus on one element at a time
Conditional logic visualization
makes complex form flows understandable
Real-time validation feedback
prevents errors before they occur
Product's features
01
AI Form Optimizer
Transform your forms with intelligent recommendations for better layouts, validation rules, and user experience based on proven design principles and your specific use case.
02
Form Analytics & Insights
Get comprehensive AI-powered analysis reports that identify pain points, suggest strategic improvements, and provide future-state visions aligned with market trends.
03
Integrations Hub
Seamlessly connect your platforms to essential third-party services like Salesforce, Google Sheets, and Zapier with secure OAuth flows and API management.
04
My Platforms
Centralised dashboard to manage all your created platforms with quick access to editing tools, live previews, and deployment status tracking.
05
AI Platform Generator
Generate complete multi-component platforms from simple text prompts, automatically architecting layouts and pre-configured components for your specific needs.
06
AI Platform Optimizer
Receive high-level architectural recommendations to improve performance, scalability, and component choices across your entire platform ecosystem.
07
Platform Analytics & Insights
Strategic AI analysis identifying structural weaknesses, improvement opportunities, and evolutionary roadmaps based on industry best practices and market research.
08
Global UI Components
Foundational component library where administrators define reusable building blocks with customizable properties and rendering logic for consistent platform development.
09
Component Visual Designer
Unified workspace combining component creation, editing, and live preview functionality to streamline the development of new UI building blocks.
Develop Phase
Creating an Intuitive Financial-First Experience
The development phase focused on creating a platform that learns and improves with use. The AI Optimisers analyses patterns and provides suggestions that increase completion rates while maintaining compliance.
Real-time validation engine
trained with gemini flash with financial-specific rules
Version control system
with easy-to-generate rendered components and one-click rollback capability
Role-based permissions
with granular access control
Know in detail
Working Logic:
The optimizeFormWithAIFlow takes your form's JSON and its intended use case. It uses an internal tool (getFormDesignBestPracticesTool) to fetch relevant design standards. The AI then synthesises all this information to generate actionable suggestions, providing clear reasoning for how each change will improve user experience and data quality.
2. Form Analytics & Insights
This feature generates a deep-dive analysis report for any existing form. Select a form, and the AI produces a comprehensive report identifying problems, suggesting fixes, and proposing a strategic "future state" vision. This helps understand what to fix, also how to align your form with market trends and business goals.
Working Logic:
The generateFormAnalysisReport flow analyses your form's structure and purpose. It utilises two key tools: one to fetch design best practices (GetFormDesignBestPracticesTool) and another to simulate market research (FetchMarketResearchTool). The AI identifies pain points, ranks them by severity, and offers solutions. It then combines all insights to propose a long-term vision for the form, complete with key changes and strategic benefits.
3. Integrations
The Integrations page is the hub for connecting the forms and platforms you build to third-party services. From here, one can manage connections to CRMs like Salesforce, data tools like Google Sheets, and automation platforms like Zapier, allowing data to flow seamlessly between systems.
Working Logic:
The user interface at /dashboard/integrations displays a list of available services. Each integration has a "Connect" or "Disconnect" button. In a real-world scenario, clicking "Connect" would initiate an OAuth 2.0 flow or prompt for an API key to securely authorise data sharing between your application and the third-party service.
4. My Platforms
This is the central repository where all the platforms you create are listed. It provides a quick overview of each platform's name, status
(draft or published), and when it was last modified. From here, you can jump into the
editor to modify a platform, view its live version, or delete it.
Working Logic:
The page queries the platforms collection in Firestore, ordering the results to show the most recently modified ones first. It displays the retrieved data in a series of cards. Each card contains action buttons (Edit, Preview, Delete) that link to the appropriate pages or trigger actions using the platform's unique ID.
5. AI Platform Generator
This feature allows you to generate a complete, multi-component platform from a single text prompt. Simply describe what you want to build (e.g., "a dashboard for monitoring SME financial health"), and the AI architect will design the entire structure, including layouts and pre-configured components.
Working Logic:
The generatePlatformFromPrompt flow first uses a tool (getAvailableGlobalComponentsTool) to fetch the list of all available UI components from the Firestore components collection. It then uses this list, your prompt, and its own internal knowledge of financial tech patterns to design the platform. It outputs a structured JSON object defining the platform's name, layouts, and every component instance with sensible default values, ready to be saved to the database.
6. AI Platform Optimizer
This advanced AI tool analyzes the structure and purpose of your entire platform to suggest high-level improvements. It provides recommendations on architecture, component choices, performance, and scalability. This helps you refine your platform to ensure it's not just functional but also well-engineered.
Working Logic:
The optimizePlatformWithAI flow takes a description of your platform and its intended use case. It uses a tool (getPlatformDesignBestPracticesTool) to fetch standard architectural patterns for that type of application (e.g., "SaaS," "Fintech"). The AI then analyses everything to provide suggestions on modularity, data flow, component selection, and performance, helping you build more robust and scalable solutions.
7. Platform Analytics & Insights
This feature gives you a strategic AI-powered analysis of your entire platform's structure. You select a platform, and the AI generates a detailed report identifying architectural issues, suggesting improvements, summarizing relevant market research, and proposing a "Future State Vision" for the platform's evolution.
Working Logic:
The generatePlatformAnalysisReport flow takes your platform's configuration and purpose. It uses tools to fetch architectural best practices and simulated market research. The AI then identifies structural weaknesses or potential bottlenecks, suggests concrete improvements with justifications, and outlines a strategic roadmap for how the platform could evolve to meet future demands and align with industry trends.
8. Global UI Components
This is the foundational library for the entire platform builder. It's where administrators define every reusable UI component (like buttons, charts, or data tables) that can be used to build platforms. Each definition includes the component's properties, default values, and a key that links it to its rendering logic.
Working Logic:
This section directly manages the components collection in Firestore. The user interface allows admins to create, view, edit, and delete component definition documents. When a new component is defined, its schema (what can be configured, like a button's label) is saved. The AI Platform Generator reads from this collection to know what building blocks are available.
9. Component Visual Designer
The Component Visual Designer is a centralised workspace that combines the creation, editing, and management of Global UI Components into a single, efficient interface. It provides a live preview of how a component will look and behave as you define its properties and render template, streamlining the development of new building blocks.
Working Logic:
This page is a unified client that integrates the functionality for listing, creating, and editing global components. It uses a two-pane layout where the form for editing a component's definition is on one side, and a live-reloading preview is on the other. The preview uses Handlebars.js to dynamically render the component's HTML template string, populating it with the defaultValue from its configurablePropertiesSchema.
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