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
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