AAA

2024 · 2024 Competition

School: School of Computer and Information Sciences
Category: Corporate SponsoredPrimary

Project Overview

One Liner: Vanguard's Automated Advising Assistant

Abstract

The Automated Advising Assistant (AAA) project delivers personalized financial advice through a chatbot interface, integrating Vanguard's investment strategies with compliance to FINRA and SEC guidelines, leveraging advanced natural language processing and data analysis technologies.

Screenshots

2 image(s)
AAA screenshot 1
AAA screenshot 2

Team Members

Elizabeth Shin
Elizabeth Shin
Lead
Mark Dukhon
Mark Dukhon
Jack Murphy
Jack Murphy
Ashwini Iyappan
Ashwini Iyappan
Justin Poovathinkal
Justin Poovathinkal
Luke Macri
Luke Macri

Advisors

Jeff Salvage
Jeff Salvage

Stakeholders

Andrew Van Sant
Andrew Van Sant