Customer Experience
Financial Planning
Help customers achieve financial goals with AI-driven budgeting and planning
Implementation Process
Follow these steps to implement this use case at ABK
Step 1
Ask users about income, expenses, and goals.
Step 2
Categorize spend and calculate monthly savings potential.
Step 3
Suggest budgets or automated saving options.
Step 4
Recommend investment products based on time horizon.
Step 5
Offer monthly check-ins or nudges via chat or email.
Benefits
- Increased operational efficiency and reduced manual workload
- Enhanced customer experience with faster, more accurate service
- Improved compliance and reduced risk of human error
- Data-driven insights for better decision making