ChatFinance: Tracking Wealth with a Conversational Bot

In the ever-evolving realm of financial services, this study proposed a new design and implementation of an intelligent chatbot to addres s the complex requirements of financial management systems. In a rapidly evolving financial lands cape, the wealth manag ement indus try faces the challenge of delivering pers onalized, timely, and efficient services to clients while maintaining cost-effectivenes s. The chatbot developed in this study leverages state-of-the-art Natural Language Processing (NLP) and Artificial Intelligence (AI) techniques to interact with clients in a conversational manner. It is capable of unders tanding and responding to a wide range of wealth management queries, from investment strategies to tax planning and ris k as s es s ment. The chatbot's functionality is driven by Machine Learning (ML) algorithms that enable it to recognize user intents, extract relevant information, and provide insightful res pons es. It adapts to us er behaviour and preferences, ens uring a pers onalized and engaging interaction. The implementation of this chatbot signifies a step towards modernizing and optimizing wealth management services to meet the demands of today's clients.