Smarter Finance Advice: 40% More Engagement with AI Advisor Agent

🎯 Goal: Provide personalized financial advice based on transaction history, financial goals, and risk profile

📦 Solution: Personal Finance Analysis + LLM Advisory + Chatbot Interface

⚙️ Technology Stack: GPT-4 Turbo, LangChain, RAG, Pinecone

📈 Result: Increased customer engagement and new investment account openings by 40%

⏱️ PoC Duration: 3 weeks