This project replaces traditional financial platforms with a Google-like conversational AI interface. Instead of navigating complex dashboards, users can simply ask questions and receive intelligent, contextual answers.
The system provides:
- Natural-language Q&A over FAQs, account navigation, and personal financial data
- A user-friendly interface designed to reduce dependency on live support
-
Conversational Interface
Ask questions in plain English and get answers instantly. -
Personalized Insights
Responses are tailored to user data. -
Efficiency
Skip menus—get straight to the information you need.
| Agent | Role |
|---|---|
FAQ and Navigation |
Answers questions about services or platform navigation |
User Retrieval |
Provides financial data (e.g., marital status, portfolio numbers) |
Services |
Answers queries related to what services a user has or can access |
This project uses Docker Compose to run the backend (FastAPI) and frontend (Vite + React).
From the root directory (where docker-compose.yml is located), run:
docker-compose up --builddocker-compose down- Frontend: http://localhost
- Backend: http://localhost:8000/docs