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AI Helps Financial Advisors Answer Client Questions

Use Case


Artificial Intelligence Helps Financial Advisors Answer Client Questions Faster

AI helps advisors sort and respond to high volumes of email by automatically defining context and sender sentiment.

Artificial intelligence and deep learning are increasingly finding use in the financial services industry. One compelling use case is a sophisticated automated system to analyze, manage, and respond to complex emails from clients. The system relies on a convolutional neural network to:

  • Understand email content

  • Interpret sender intent and emotion 

  • Accurately weigh “best action” recommendations

Sunil Karkera

Head of Digital Reimagination™ Studio


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