Generative AI-Powered Robo-Advisory Chatbot to Transform Investment Planning and Management for Axis Bank’s Securities Division

Name: Primathon Technology
Address: Plot No. 86, 4th Floor, Sector 44, Gurugram, 122003, IN
Telephone: 9205966678

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About Axis Bank

Market capitalization of $46 billion, making it one of India's largest private sector banks.
Serving approximately 40 million customers.
Vast network of over 5,377 branches and 16,026 ATMs.
The bank offers various products, including savings accounts, loans, investment options, and wealth management services.
Axis Bank also has a presence outside India, catering to global banking needs.

Our Project Goals

Assist customers with portfolio-related inquiries and financial planning.

Provide personalized investment advice based on individual goals.

Ensure a seamless user experience for improved financial planning and decision-making.

Hosting on our LLM Llama 3, featuring top-class UI and UX

Assist customers with portfolio-related inquiries and financial planning.

Provide personalized investment advice based on individual goals.

Ensure a seamless user experience for improved financial planning and decision-making.

Hosting on our LLM Llama 3, featuring top-class UI and UX

List of Services We Provided to Axis Bank

Product Requirements Document (PRD)

We created a detailed PRD that outlined the specific needs and goals of Axis Bank’s securities division. This ensured that the chatbot's features aligned with the bank's vision.

Product Requirements Document (PRD)

UI/UX Design

Development Plan

Frontend & Backend Development

LLM Hosting, Training and Optimization

Chatbot Integration

Technology Used

React

Llama (LLM)

Python

Node.js

Axis Bank's Digital Expansion: A Strategic Journey with Our Experts

Consultation Sessions

We began with in-depth consultation sessions with the Axis Bank securities division team to understand their customer needs and unique challenges. Our team gained a crystal-clear understanding of Axis Bank's needs through multiple meetings, refining our approach to meet their expectations.

Roadmap Creation

We developed a strategic roadmap outlining the development process, ensuring every step was in sync with Axis Bank’s objectives.

Agile Workflow

Utilizing an Agile development framework, we fostered continuous collaboration with Axis Bank, making iterative improvements based on their feedback and ensuring efficient progress.

Feedback Integration

Axis Bank’s insights were crucial throughout the development process. We continuously integrated feedback to refine the chatbot and ensure it provided a top-tier user experience.