wtlow003/investment-advisor-gpt

Your friendly investment advisor has now turned into an LLM chatbot!

36
/ 100
Emerging

This project offers an AI-powered chatbot that acts as a financial sales agent. It takes user conversations as input and provides tailored pitches for financial products like mutual funds, drawing from a predefined knowledge base and real-time web searches. It's designed for financial institutions or advisors to automate initial sales outreach and product promotion.

No commits in the last 6 months.

Use this if you need an automated chatbot to proactively engage with potential clients about investment products and handle initial sales conversations.

Not ideal if you need a general financial advice bot or a tool for in-depth, personalized financial planning that goes beyond pitching specific products.

financial-sales wealth-management client-engagement investment-product-promotion financial-advisor-support
Stale 6m No Package No Dependents
Maintenance 0 / 25
Adoption 5 / 25
Maturity 16 / 25
Community 15 / 25

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Stars

14

Forks

4

Language

Python

License

MIT

Last pushed

Mar 24, 2024

Commits (30d)

0

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