ML-Powered Chatbot

Investment Banking Firm

ML-Powered Chatbot

Investment Banking Firm

Solution

Our client, a mid-market investment firm, provides robust and long-term investment options for investors with varied risk profiles. To better serve their clients and provide real-time support, the firm desired an AI-solution that would provide informative and personalized communications. Quantilus built a chatbot trained on the client’s materials and data stores.

Key Features:

  • Utilized for customer onboarding, cash flow queries, stock portfolio queries, notifications, news feeds, and reporting.
  • Provides the client’s customers with informative answers, maintain the context of the dialogue, and be indistinguishable from a human.
  • Uses a deep learning model to understand and automatically reply to customer queries.
  • Integrated with the client’s customer software, Facebook page, and website.

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