GenAI can be leveraged in Financial and Investment Advisory tasks to provide comprehensive and personalized services, like:
- Categorize user's transaction (e.g., Investments, Bills, Entertainmet, Fuel etc.)
- Analyze user's financial data to uncover spending habits and patterns
- Interpret market trends to provide timely insights
- Personalized product recommendation
- Tailored investment strategies based on:
- User's risk profile
- Spending patterns
- Personal goals
- Current market trends
This git repo demonstrates a high-level implementation of these use cases, showcasing the potential of GenAI in enhancing financial and investment advisory services.
