Case Study | Artificial Intelligence
Agentic AI Financial Assistant
Optimizing financial operations with an AI-powered smart assistant designed to automate workflow and enhance decision-making.
Overview
A leading fintech company needed help streamlining their financial operations to help their finance team overcome operational bottlenecks. 10Pearls developed an AI-based solution that automates time-intensive processes and delivers personalized financial insights based on unique financial data.
Improved scalability for growth
with AI-driven automation
Increased operational efficiency
by reducing manual effort and bottlenecks
Challenge
For financial professionals, extracting actionable insights from a sea of data can be a daunting task. The existing approach of analyzing and cross-referencing various financial metrics and models was becoming too time-consuming for the financial management team. Accountants were spending countless hours reconciling accounts and ensuring the accuracy of financial records, which was leading to significant inefficiencies and bottlenecks.
Solution
10Pearls developed a smart virtual assistant, powered by agentic AI, to help financial management professionals optimize their financial operations through data-driven responses, insights, recommendations, and task assistance – all based on individualized financial records. The solution leveraged FinBERT and a combination of GPT-3.5 and GPT-4 LLMs to analyze, interpret, and effectively communicate financial insights to drive more informed decision-making, risk management, and portfolio management. With a user-friendly chatbot interface designed to quickly address frequent queries and challenges, the agentic AI virtual assistant serves as a pivotal aid for financial management professionals, enhancing their operational procedures and enabling swift retrieval of system-wide information.
Customer
Fintech solutions provider
Services
tech stack
OpenAI
FinBERT
Related case studies
Artificial intelligence
Accelerating healthcare delivery with agentic AI
A national non-profit supporting family caregivers faced challenges with staffing shortages, unaddressed caregiver needs, and platform scalability. 10Pearls leveraged advanced AI functionality to develop a custom agentic AI feature, seamlessly integrating into their existing platform.
Artificial intelligence
Automating property appraisals with AI
A leading appraisal management company encountered challenges related to lengthy appraisal processing time, excessive reliance on third-party software, and resource allocation, ultimately impacting scalability. 10Pearls developed a solution that utilizes AI-powered image analysis and object detection to streamline operations and expedite the appraisal process.
Artificial intelligence
Enhancing genealogy matching
Related Faces, a platform dedicated to uniting families worldwide, sought a solution to process and manage a wide range of image quality and data provided by users. 10Pearls developed an advanced facial recognition system to enhance platform accuracy and performance.
Artificial intelligence
Driving sustainability with precision agriculture
An innovation-driven agriculture technology company needed a specialized application that would provide precise crop forecasts and customized recommendations for on-farm activities. 10Pearls leveraged AI to develop a custom solution.
Ready to get started?
Contact us today to learn how we can transform your products or ideas into scalable solutions that drive business value and growth.