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    Helio Personal Finance Navigator

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    Empowering customers with intelligent, hyper-personalized financial guidance. Virtusa's AI-powered Personal Finance Navigator, built on a robust AWS architecture and integrating with Thought Machine's real-time core banking data, delivers actionable insights through a conversational GenAI chatbot. We help customers achieve financial control with clear spending insights, proactive alerts, and tailored product recommendations.

    Overview

    Virtusa’s GenAI-powered Personal Finance Navigator transforms the customer banking experience by providing hyper-personalized insights and recommendations via an intuitive, conversational chatbot. Our solution leverages a highly scalable and secure AWS environment. We seamlessly integrate with core banking platforms like Thought Machine Vault via secure APIs (e.g. Amazon API Gateway and AWS PrivateLink for secure, private connectivity).

    Our advanced AI/ML engine, powered by a multi-agentic framework, resides on Amazon SageMaker. It utilizes Amazon S3 for data lake storage, AWS Glue for ETL, and Amazon Redshift & Amazon Aurora for analytical databases to process and analyze real-time transactional data. This engine incorporates probabilistic reasoning, predicting expenses, detecting anomalies, and forecasting future financial scenarios.

    The power of Generative AI, specifically utilizing Amazon Bedrock (with models like Anthropic's Claude or Amazon Titan, or fine-tuned open-source models deployed via Amazon SageMaker JumpStart) and Amazon Lex for conversational interfaces, transforms these complex insights into concise, natural language conversations. This delivers the right information at the right time, fostering stronger customer relationships and enabling smarter, timely financial decisions.

    Highlights

    • Real-Time Data Integration with AWS Core Thought Machine Vault API for up-to-the-minute transactional data access, secured and optimized with Amazon API Gateway and AWS PrivateLink. Data ingestion pipeline built with Amazon Kinesis for real-time streaming and AWS Lambda for event-driven processing.
    • AI-Powered Financial Analysis on Amazon SageMaker A hybrid AI approach combining classical ML (e.g. Python Pandas scripts orchestrated on Amazon SageMaker Notebook Instances or SageMaker Processing Jobs) for deterministic data analysis with probabilistic reasoning (potentially using AWS Step Functions to orchestrate complex analytical workflows).
    • GenAI-Driven Conversational Advice with Amazon Bedrock Cutting-edge Generative AI models from Amazon Bedrock (e.g. Anthropic Claude, Amazon Titan) or fine-tuned open-source models (e.g. Llama 2 via Amazon SageMaker JumpStart). Amazon Lex powers the natural language understanding (NLU) and dialogue management for the conversational chatbot. Amazon Polly can be used for text-to-speech for voice interactions.

    Details

    Delivery method

    Deployed on AWS

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    Phone: +1 508 389 7300 Email: marketing@virtusa.com  Contact Us URL: