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DEDICATED DEVELOPER · FINTECH
Financial Advisory Chatbot Prototype
A chatbot and robo-advisor prototype on Microsoft Bot Framework and Azure that acts as a personal financial assistant
2019
PROJECT YEAR
Azure
HOSTED ON
Messenger
INTENDED CHANNEL
THE CHALLENGE
Client overview and challenge
The client runs a data-driven financial advisory platform and wanted to test a plug-in chatbot that acts as a personal financial assistant.
The client wanted a prototype that could:
Advise on Demand: Interact with users and provide advisory services whenever they need it.
Share Financial Knowledge: Offer financial literacy resources and investment recommendations.
Reach Users Where They Are: Be available on Facebook Messenger, free and 24/7.
WHAT WE BUILT
Our solution
BlastAsia developed a plug-in chatbot and robo-advisor prototype:
Bot: Built with Microsoft Bot Framework and hosted on Azure Bot Service.
Language Understanding: LUIS for natural language understanding and QnA Maker for questions and answers.
Data: Azure Cosmos DB as the database.
Built with: Microsoft Bot Framework, Azure Bot Service, Azure Cosmos DB, LUIS, QnA Maker
RESULTS
The result
The client received a working prototype that shows how a personal financial assistant could give convenient access to bespoke advice.
Deliverable: A working chatbot and robo-advisor prototype.
Intended Use: Bespoke financial advice, literacy resources, and investment recommendations.
Intended Channel: Facebook Messenger, free and 24/7.
CLIENT
CLIENT
A financial advisory platform company
COUNTRY
Philippines
INDUSTRY
Fintech
ENGAGEMENT MODEL
Dedicated Developer (DD)
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