WHO IS jade?
UNDERSTAND THE USE CASE

Meet Jade the use case for a virtual assistant developed using the SoftServe FSI Accelerator Generative AI Digital Expert ecosystem (GAIDEX). JADE’s use case is a Gen AI asset management financial advisor that in a one-on-one conversation, helps you navigate the often-complex world of financial terminology, products, and services. She is a personal, trusted guide on your journey to financial success, eliminating frustration and uncertainty on the way.

By asking simple questions of the JADE avatar, you will discover your financial goals, learn your approach to risk and then define the level of assistance you need to manage your personal finances. This enables her to create a tailored client profile just for you. She helps you to be prepared and smoothly complete obligatory client onboarding and customer due diligence. This saves you time and accelerates your journey towards financial prosperity.

The JADE use case is here to enhance and underpin your financial well-being. Whether it's saving for your dream house, your children's education, or a worry-free retirement, she'll guide you through your requests. JADE explains investment directions and options, providing valuable insights on how to wisely manage your expenses. And she does it all with friendly, logical, and engaging conversations.

Meet JADE, at SoftServe’s Booth #1009 at Money 2020 Asia,
Bangkok Thailand, from 23 to 25 April - 10am to 5pm

Book your immersive experience

How It Works

WHAT’S THE TECHNOLOGY BEHIND JADE?

Front end – digital avatar

The virtual essence of JADE’s use case comes to life through advanced digital avatar technology. Utilizing the Avatar Cloud Engine (ACE) and NVIDIA Riva, along with the A2F component, SoftServe has created a lifelike representation that captures both speech and facial expressions with uncanny naturalness. From model creation by the Character's Creator tool, to final integration, every detail of JADE’s appearance is designed to facilitate a seamless and engaging interaction.

Core brain – llm and generative ai

Empowered by Large Language Models (LLMs) and GenAI technology, JADE can recognize the request, understand the context and answer the question in the most appropriate manner for that moment. She can handle complex requests, simplify or explain in detail, and perform like any selected or pre-defined person. This brings conversations to the next level, not just from a personalization perspective, but also from a human-like perspective.

Back end – integration with financial firm it ecosystem

An integration of the virtual shape of a JADE use case with existing systems and databases not only supports the conversation and level of detail, but also speeds up the process of context understanding. This enables it to provide more relevant answers, supported by historical and personal data. The more data financial firms can leverage for this purpose the more personalized the information will be that is presented to the client.

Data governance and regulations

Data governance and regulatory compliance are challenging, but necessary obligations for solutions like these. However, we have created an approach that successfully moves the process forward, step-by-step, in line with specific client needs in each region. Or it can start by implementing internal solutions based on existing internal data. This solution is a tool for initial client interactions and to support better client decision-making, while maintaining humans in the loop where required for any critical financial product related decisions.

Watch Jade in Action!

video image — SOFTSERVE AT SINGAPORE FINTECH FESTIVAL 2023

HOW TO USE

HOW jade USE CASE
CAN HELP YOU

Start your journey towards financial prosperity with a smooth onboarding experience guided by JADE’s use case virtual shape:

Meet JADE and share what you want to achieve in the future. Explain information at your own pace and JADE will direct you with any clarifying questions. She will collect all the necessary information required for your asset manager to start working towards your financial objectives.

Engage JADE in a discussion about your confidence in the world of finance and your ability to manage your finances independently. Share with her your appetite for investing in high-risk instruments. JADE will assess the level of assistance you require and determine the most suitable investment strategy tailored to your specific circumstances.

Asset management advisors will then be able to examine the client profile that JADE has developed exclusively based on your information, allowing a fast start to future interactions.

Explore and learn with JADE

Engage immediately in a discussion with JADE about ways you can enhance your financial well-being, even before deciding on savings schemes or investments in specific assets. You will be able to analyze current income and expenses and discover quick and easy ways to improve your quality of life.

Expand your knowledge by asking JADE about a wide range of financial products, instruments, and services. Enhance your financial literacy and minimize any confusion or uncertainty with a personalized financial education.

Conduct preliminary assessments of your basic investment decisions, allowing JADE to quickly calculate potential outcomes and make recommendations.

Use Cases

Jade USE CASE AREAS OF EXPERTISE

CUSTOMER SUPPORT
JADE is available 24/7 to answer any client questions. Clients no longer need to wait to reach a financial advisor or customer support operator, nor do they need to type out questions. Getting the information required has become even simpler. Just ask your question out loud, and you'll receive precise information, not standard responses.

JADE can also serve hundreds of customers who speak various languages simultaneously.

Communicating with JADE is like a conversation with an intelligent individual. It is a combination of a digital process with human interaction. This creates a unique emotional bond between the customer and the financial company.
ONBOARDING
JADE assists potential clients define their interests, collects essential information for client profiling, and aligns appropriate account types and services with their goals. She seamlessly connects clients' interests with the firm's offerings, facilitating a tailored financial journey.

JADE provides continuous guidance throughout the data-gathering process to ensure compliance with regulations. She also conducts interviews that enable the completion of any necessary documentation for service offerings and future engagements.
FINANCIAL HEALTH ANALYSIS AND IMPROVEMENT
JADE engages the client in a conversation to uncover their present financial situation and desired financial goals. She analyzes current income and spending habits.

JADE directs clients towards ways that will improve their financial well-being, prior to making decisions about new savings programs or allocating funds to specific investments. She creates a trusted environment that helps a client understand that his goals matter and they are the highest priority for a financial firm. This encourages clients to be comfortable making bigger financial decisions and commitments with the financial provider and its offerings.
FINANCIAL EDUCATION
JADE assesses a client’s knowledge of financial matters and how confident he is in managing wealth. She provides support to help the client gain a better understanding of various financial products, instruments, and services, thereby increasing financial literacy and reducing confusion or uncertainty.

JADE proves that the client's success is the top priority for the financial institution and therefore she is always ready to educate the client to make sure he is better informed before making important financial decisions.
CUSTOMER SUPPORT
JADE is available 24/7 to answer any client questions. Clients no longer need to wait to reach a financial advisor or customer support operator, nor do they need to type out questions. Getting the information required has become even simpler. Just ask your question out loud, and you'll receive precise information, not standard responses.

JADE can also serve hundreds of customers who speak various languages simultaneously.

Communicating with JADE is like a conversation with an intelligent individual. It is a combination of a digital process with human interaction. This creates a unique emotional bond between the customer and the financial company.
ONBOARDING
JADE assists potential clients define their interests, collects essential information for client profiling, and aligns appropriate account types and services with their goals. She seamlessly connects clients' interests with the firm's offerings, facilitating a tailored financial journey.

JADE provides continuous guidance throughout the data-gathering process to ensure compliance with regulations. She also conducts interviews that enable the completion of any necessary documentation for service offerings and future engagements.

TRY IT OUT

MAKE AN EASY START TOWARDS FINANCIAL GOALS

Get acquainted with the JADE use case and discover how easy it is to kickstart your journey toward a better financial future. Explore JADE at SoftServe’s Booth #6E01 at Singapore Fintech Festival from 15 to 17 Nov – 10am to 6pm and witness firsthand how Generative AI can reshape the financial landscape.

Are you curious to understand how simple it is to initiate a positive change in your financial situation? The JADE use case is here to educate and guide you towards your goals.

Are you interested in a seamless onboarding experience? The JADE use case ensures a smooth client onboarding and due diligence process to save time and expedite your path to financial prosperity.

Explore JADE use case’s wide-ranging abilities that enhance the customer experience by tailoring communication to individual customer interests, adjusting the pace and tone, and streamlining mandatory procedures.

Book your immersive experience

HAVE A CONVERSATION
WITH jade

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WHO IS jade? UNDERSTAND THE USE CASE