Project and Submission Requirements

  • You are building for 2 users: high-performance Financial Advisors & their supporting Compliance Officers.

     

     

  • The Advisor: Needs speed and personalization. They want to see a lead, see why they are relevant, and hit "Send" with total confidence.

     

     

  • The Compliance Officer: Needs oversight. They want a system that flags risks immediately and provides an "audit trail" of why a message was deemed safe.

     

     

  • Participants may use additional tools (e.g., Firecrawl) to further enrich the list for bonus points, but this is not a baseline requirement and you should only add it to meaningfully improve the functionality of the application.