AI Solutions for Wealth Planning Application

Client Background

A team of financial advisors and experts commissioned Tech JDI to develop a financial planning solution with an elevated customer experience to revolutionize the wealth planning landscape.

Their mission was to empower customers with instant, personalized responses while seamlessly connecting them with human financial advisors when necessary.

Motivated to empower customers with instant, personalized responses while seamlessly connecting them with human financial advisors when necessary; the team commissioned Tech JDI to develop a financial planning solution with an elevated customer experience to revolutionize the wealth planning landscape.

Application Key Capabilities

The client, in their request, has outlined specific capabilities they wish to see integrated in the application. With a clear vision in mind and a commitment to provide the highest level of service, the Tech JDI team has set forth strategic objectives to meet the client’s several key requirements:

• Instant Responses To Customer Inquiries.
• Seamless Transition To Human Advisors When Required.
• Personalized approach to gathering customer information.
• Clear visualization of the customer portfolio.
• Utilize real-time market information to provide accurate visualization path

Developed Key Features With Tech JDI Customized AI Solution

Harnessing the power of AI, Tech JDI has developed a robust financial planning application that utilizes natural language processing to understand user questions and generate replies in real time, providing an automated yet personalized experience.

Natural Language Processing AI Chatbot

Implemented an advanced chatbot powered by natural language processing (NLP) to understand and respond to user inquiries in real-time. This chatbot serves as the first point of contact, providing immediate assistance and guidance to our client’s customers.

Automated eKYC

Developed an efficient and personalized approach to gathering relevant information from users before connecting them with human financial advisors. As a result, the client can have a comprehensive understanding of each customer's unique needs and goals, enabling advisors to offer tailored advice.

AI-Driven Goal Visualization

Leveraged AI algorithms to analyze user data and financial metrics to provide personalized recommendations and projections. All the data can be visualized into the path to help users make informed decisions about their financial future.

Market Information Gathering

Utilized web crawling techniques to gather real-time market information and trends. This enables advisors to stay informed about market dynamics and adjust their recommendations accordingly, ensuring users receive up-to-date and relevant advice.

Optimization of Product Offerings

Leveraged insights from the chatbot interactions to optimize product offerings and services. By analyzing user feedback and preferences, the client continuously refines and enhances its offerings, ensuring that they remain aligned with user needs and expectations.

The Outcomes

Through collaborative efforts with the client coupled with the innovative use of AI and technology, our customized application provides instant responses, personalized advice, and access to real-time market information.

Hence, it empowers our client’s customers to make informed financial decisions with their financial advisors. Additionally, the client also gains valuable insights to continuously improve and tailor their services to the customer.