Finance Industry - Advanced Analytics and Personalized Services

Use Case: Advanced Analytics and Personalized Services

Unlock the potential of tailored AI solutions to strengthen fraud detection, deliver highly personalized customer experiences, and boost the accuracy of risk assessments in the finance industry. Automate routine tasks and streamline data analysis, freeing your team to focus on strategic planning and critical decision-making. With FriendliAI's customized fine-tuning and fast, dependable inference serving, you can achieve impactful results with ease and efficiency.

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Fraud Detection and Security

The increasing sophistication of financial fraud makes it difficult for rule-based systems to effectively identify and prevent fraudulent activities.

Personalized Financial Advisory

Providing accurate and personalized financial advice at scale is time-intensive, resource-intensive, and challenging.

Dynamic Risk Management and Real-Time Credit Assessment

Ensuring compliance with changing regulations and managing risk across complex portfolios is time-consuming and error-prone. Traditional credit scoring models often fail to account for real-time changes in an individual's financial situation.

Generative AI technology can revolutionize financial data management through:

Fraud Detection and Security

• Analyze transaction patterns and customer interactions in real-time.
• Utilize AI to analyze and recognize complex patterns indicative of fraudulent behavior.

Personalized Financial Advisory

• Deploy conversational AI agents to provide 24/7 personalized customer support and financial advice. Analyze customer data and behavior for tailored financial planning and product recommendations.

Dynamic Risk Management and Real-Time Credit Assessment

• Implement AI-based credit scoring models to assess credits more accurately, considering a wider range of data points.
• Automate regulatory audits and risk assessments on compliance guidelines.

Fine-tuning

Develop specialized AI models for fraud detection, customer advisory, and risk assessment by training generative AI models on your unique financial datasets and industry-specific knowledge. Tailored models ensure compliance with industry regulations and better align with specific organizational needs.

Tool Calling

Integrate diverse tools into your workflow to automate repetitive tasks like account reconciliation, report generation, and data validation for streamlined operations and better decision-making.

Multi-LoRA Serving

With a single base model, operate multiple specialized models simultaneously, flexibly choosing between different financial sub-domains or workflows like fraud detection, customer interaction analysis, and portfolio management.

Retrieval-Augmented Generation (RAG)

Use RAG to gain accurate and up-to-date financial insights by querying finance databases, market reports, and regulatory documents. This enables decision making processes like risk assessments, compliance checks, and credit scoring to be always based on the latest information.

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