7. Natural language
Interactions
Voice/Chat bot
Actionable insights
and personalized
recommendations
Daily financial
briefings
Eva – Built Using Fintel Cloud
An AI-powered and Voice/Chat-enabled smart
assistant that improves overall financial wellness.
Eva, How much did I
spend at Starbucks
last month?
Eva, How do I
improve my credit
score?
Eva, What is the best
credit card to use at
Ikea?
Eva, Give me my daily
briefing
7
Voicebot Chatbot
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9. Use cases across multiple financial domains
9
Retail
Banking
Asset
Management
Capital
Markets
Trading
Platforms
Wealth
Advisory
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10. Use Case – Wealth Advisory
(Analytics – Financial Planning)
10
Eva, What is my portfolio mix?
Jane, your portfolio is diversified among many
types of investments. Here is the distribution.
Use AI-bot for wealth advisory
use cases like,
• Financial Planning
• Investment Planning
• Retirement Planning
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11. Use Case – SME (Analytics)
11
Jill, How has my sales been today?
Your total sales today has been £400.56.
SMEs can leverage analytics for
• Sales and revenue projections
• Analytics on current sales by time
• Insights on end-user spend pattern
• Voice-driven payment processing
Thank you Eva.
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12. Use Case – Credit Bureau (Customer Support)
12
Use AI-bot to answer credit
bureau related questions,
• Getting a credit report
• Understanding a credit report
• Fraud Prevention
• Credit Agencies
Eva, How do I place a security freeze on my
credit report?
Keira, To add or remove a security freeze, visit
our security portal. To learn more about state
specific rights, click here.
Eva, how do I place a credit freeze for my family
members?
Keira, you can request credit freezes for family
member, if you have a valid Power of Attorney.
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