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Year: 2024
Project Name: Financial Advisor LLM for Vanguard
Category: Data Science
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One Liner:

Enhancing a chat bot experience tailored for traversing finances after college.

Abstract:

Using Generative AI, this chatbot is aimed to target recent college graduates with making the best financial choices early in their career to help them retire earlier or with any goals they would like to achieve. It will guide the user with the information it will need and calculate accurate cashflow models to picture their financial trajectories.

Description:

Vanguard, known for its helpful financial planning, has taken a step towards utilizing Generative AI to enhance financial planning through a chat bot for those that may feel uncomfortable talking to an advisor. The goal is to allow customers to get advice on their financial needs through a chatbot that can provide consistent, valuable, and accurate information. This particular application is tailored towards college new grads because after graduating college, it can be overwhelming how to tackle your debts and make important decisions that could impact their financial state in the future.

Video: https://1513041.mediaspace.kaltura.com/media/t/1_bz0moos8
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Team Members

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Paul Lee

paul.lee@drexel.edu

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Jaehyun Go

jaehyun.go@drexel.edu

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Selim Genel

selim.emre.genel@drexel.edu

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Ming Yang

ming.yang475@drexel.edu

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Saeed Allahbaksh

saeed.allahbaksh@drexel.edu

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Wanzhen Wen

wanzhen.wen@drexel.edu

Advisors

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Milad Toutounchian

milad.toutounchian@drexel.edu

Stakeholders

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Matthew Flickinger

matthew_r_flickinger@vanguard.com