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AI Chatbot
AI-Driven Support for Smarter Portfolios
For a client in the finance industry, we integrated an 
AI chatbot directly into their platform to help clients find information, understand their portfolio, and get immediate answers based on their own data — while keeping sensitive information secure.

The Challenge

Platforms often contain a large amount of detailed information, making it difficult for users to quickly locate specific information about their portfolio or understand what certain data means.

Users may also need immediate answers, summaries, or guidance on specific processes within the platform. At the same time, financial data is highly sensitive and requires strict boundaries around what information the AI can access and provide.

The client therefore needed a solution that combines both: instant, personalised support based only on the user’s available data, while ensuring sensitive information remains secure within the platform.

Conversation Flow

How the chatbot
guides User.
Personalised Data Access

The chatbot works with the information available to each user, providing responses based on their specific portfolio and account data.

Follow-Up Questions
Users can continue the conversation naturally, asking follow-up questions without having to repeat the context.
Guided Platform Support
Users can ask how things work and receive guidance on relevant features, processes, and next steps within the platform.
Secure by Design
The chatbot operates within defined data boundaries, ensuring responses remain relevant to the individual user and their authorised information.

User Data Protection

The chatbot works within defined data boundaries, ensuring users only receive information relevant to their own profile and portfolio.

Instant Answers

Users can ask questions naturally and receive clear, immediate answers without having to search through the platform themselves.

Clear AI Boundaries

When information is unavailable or a request falls outside the chatbot’s scope, it communicates this clearly rather than providing an uncertain answer.

Human Handover

When AI support is not enough, the conversation can be directed to the appropriate human support team for further assistance.
Impact
Less Searching,
Better Portfolio Insights.
Find portfolio information without navigating through multiple sections.
Get complex portfolio data summarised in simple, easy-to-understand answers.
Receive answers based on personal data while keeping information secure.
Make it easier and faster for users to interact with their financial data.
Let’s talk about what
AI can do for your business.
In a short AI consultation, we’ll get to know your business and identify the most valuable next steps together.
Start an AI Consultation
Book an Initial Consultation

Duration: approximately 5–10 minutes. Personal, no-obligation, and AI-assisted. You’ll first speak with our AI assistant, who will help us understand your situation and connect you directly with the right specialist.