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AI Solutions
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AI Integration
AI Integration
Mizael Partners - Automating Financial Data for AI-Driven Workflows
Year
2024
Client
Mizael Partners
Timeframe
3 months
Mizael Partners needed an AI-powered approach to streamline financial data processing and automate client interactions via chatbots and voice assistants.
Mizael Partners needed an AI-powered approach to streamline financial data processing and automate client interactions via chatbots and voice assistants.
Mizael Partners needed an AI-powered approach to streamline financial data processing and automate client interactions via chatbots and voice assistants.
The challenge
Mizael Partners, a financial firm, struggled with unstructured financial data ingestion, slowing internal processes. Additionally, they needed AI-driven automation to enhance client interaction via WhatsApp and website chatbots.
Mizael Partners, a financial firm, struggled with unstructured financial data ingestion, slowing internal processes. Additionally, they needed AI-driven automation to enhance client interaction via WhatsApp and website chatbots.
Mizael Partners, a financial firm, struggled with unstructured financial data ingestion, slowing internal processes. Additionally, they needed AI-driven automation to enhance client interaction via WhatsApp and website chatbots.
The solution
Pranav developed a central indexing system that structured financial data for AI-driven insights. He built Retrieval-Augmented Generation (RAG) chatbots for WhatsApp and web platforms, increasing customer engagement and retention. Furthermore, he piloted an AI-driven voice agent for IVR systems, boosting customer support efficiency by over 2x.
Pranav developed a central indexing system that structured financial data for AI-driven insights. He built Retrieval-Augmented Generation (RAG) chatbots for WhatsApp and web platforms, increasing customer engagement and retention. Furthermore, he piloted an AI-driven voice agent for IVR systems, boosting customer support efficiency by over 2x.
Pranav developed a central indexing system that structured financial data for AI-driven insights. He built Retrieval-Augmented Generation (RAG) chatbots for WhatsApp and web platforms, increasing customer engagement and retention. Furthermore, he piloted an AI-driven voice agent for IVR systems, boosting customer support efficiency by over 2x.
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