Integration of AI Chatbot with Banking Software for Investment Portfolio Management

The client faces difficulties in seamlessly integrating chatbot-driven investment advisory features with their existing banking internal systems, limiting automated portfolio interactions. Additionally, they seek to enable social network integration to foster community engagement and shareability among users.

A mid-sized fintech company specializing in long-term investment solutions seeking to enhance user engagement and portfolio management capabilities.

• Develop a secure and robust integration of chatbot engine with internal banking systems for real-time data exchange and portfolio management.
• Implement interactive dashboards using charting tools to analyze and visualize investment performance.
• Enable social media integration to allow users to share their investment insights and connect via social networks.
• Improve user engagement, increase the accuracy of investment portfolio recommendations, and facilitate better performance tracking.

• Chatbot integration for answering user inquiries related to investment options, portfolio building, and performance analysis.
• API connection with internal banking software to retrieve and update user portfolio data securely.
• Interactive charts and dashboards to visualize portfolio performance over selected timeframes.
• Social media APIs integration, including Facebook and Twitter, to enable users to share investment milestones or insights.
• User authentication and authorization with secure data handling protocols.

• Banking internal software API for account and portfolio data synchronization
• Social media APIs for Facebook and Twitter for social sharing features
• Chatbot API for managing conversational interactions
• Google APIs for supplementary data or services

• Scalability to handle increasing user base and concurrent sessions
• High security standards to protect sensitive financial data and user information
• System availability of at least 99.9% uptime
• Response time for chatbot interactions under 2 seconds
• API response times within acceptable thresholds for real-time portfolio analysis

The new integrated platform is expected to significantly enhance user engagement, allowing users to easily build and analyze investment portfolios with real-time data visualization. Social media integration will promote community sharing, leading to increased platform activity. The project aims to improve portfolio analysis accuracy and responsiveness, ultimately driving higher customer satisfaction and retention.