Robo-Advisor

Since machine learning and NLP are disrupting finance to improve customer experience, Amazon Lex based robo advisor that could be used by customers or potential new customers to get investment portfolio recommendations for retirement.

Main Steps

Initial Robo Advisor Configuration

Defined an Amazon Lex bot with a single intent that establishes a conversation about the requirements to suggest an investment portfolio for retirement.

Build and Test the Robo Advisor

Built and Tested whether the Bot is working as expected and responding accurately along with the conversation with the user.

Enhance the Robo Advisor with an Amazon Lambda Function

Amazon Lambda function, which validates the user's input and returns the investment portfolio recommendation. Tested the Amazon Lambda function and integrated with the Lex bot.

Working Demo