Introduction

In contrast to other large models, namely ChatGPT, our chatbot is equipped with the ability to acquire real-time data and retain chat history. Our objective is to offer tailored chatbot solutions in the financial sector that can deliver human-like services to your customers at all hours, inclusive of addressing an array of questions ranging from fundamental finance knowledge to investment advice, risk management and current news updates.


Features

  • React to Recent Events
    The finance chatbot has the capacity to provide responses and acquire up-to-date political and economic information, and address user inquiries on topics like daily stock trends and prevailing market patterns.
  • Sustained Dialogue
    It possesses the capability to recollect previous interactions with users and is adept at comprehending pronouns in user queries, such as "it" and "the company." This quality renders the chatbot proficient in sustaining dialogue continuity.

Application Scenarios

  • Personalized Customer Service
    The chatbot can function as a user's personal financial assistant on the platform. Through interaction with clients, it can assess their investment preferences and areas of interest. Based on this information, the chatbot can provide personalized services and support users in making informed investment decisions.
  • Income Monitoring
    The chatbot can aid in monitoring users' income, analyzing their historical investment strategies, and providing feedback on the results of the analysis. Additionally, when appropriate, the chatbot will notify clients to discuss a new investment portfolio.

Tech Overview

  • Access to Real-time Data
    By constructing a dynamic, real-time database, the chatbot can discern relevant responses to customer inquiries based on the context of their questions. This ability enables the chatbot to comprehend recent events, a feature not present in ChatGPT.
  • Capability to Memorize
    Our approach of creating a dialogue history database empowers our finance chatbot with the ability to recollect previous interactions. During each conversation, the chatbot leverages the historical dialogue database to address the user's queries. Furthermore, our chatbot's memory function, coupled with the LLMs' language comprehension skills, enables the model to competently interpret user queries involving pronouns.
  • Customization with Corpus
    Our finance chatbot boasts a vast knowledge base and can respond to diverse financial queries from users. Additionally, it supports corpus customization, allowing us to tailor a finance chatbot specifically for your company. This personalized chatbot can provide expert answers to specific questions, such as company information.