The Universal Wealth Management Platform (UWMP) project has the objective of creating a new service model in the financial domain. An integral part of this service model is the creation of a new Virtual Customer Assistant, that is able to assist customers via natural language dialogues. This paper is a report of the activities performed to develop this assistant. It illustrates a general architecture of the system, and describes the most important decisions made for its implementation. It also describes the main financial operations that it is able to assist customers with. Finally, it delineates some avenues for future work.
A virtual customer assistant for the wealth management domain in the UWMP project
Iovine A.;de Gemmis M.;Narducci F.;Semeraro G.;
2020-01-01
Abstract
The Universal Wealth Management Platform (UWMP) project has the objective of creating a new service model in the financial domain. An integral part of this service model is the creation of a new Virtual Customer Assistant, that is able to assist customers via natural language dialogues. This paper is a report of the activities performed to develop this assistant. It illustrates a general architecture of the system, and describes the most important decisions made for its implementation. It also describes the main financial operations that it is able to assist customers with. Finally, it delineates some avenues for future work.File in questo prodotto:
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