Financial Advisor LLM for Vanguard

2024 · 2024 Competition

School: School of Computer and Information Sciences
Category: Data SciencePrimary

Project Overview

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.

Screenshots

4 image(s)
Financial Advisor LLM for Vanguard screenshot 1
Financial Advisor LLM for Vanguard screenshot 2
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Financial Advisor LLM for Vanguard screenshot 4

Team Members

Paul Lee
Paul Lee
Lead
Jaehyun Go
Jaehyun Go
Selim Genel
Selim Genel
Ming Yang
Ming Yang
Saeed Allahbaksh
Saeed Allahbaksh
Wanzhen Wen
Wanzhen Wen

Advisors

Milad Toutounchian
Milad Toutounchian

Stakeholders

Matthew Flickinger
Matthew Flickinger