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Case Study

MyWealth.ai: “Question Answering” for FinServ

MyWealth.ai is using Vectara to derive personalized content feeds for it’s foundational persona types, adjusting content for tone and language.

Investment wealth management is content-heavy, but it’s also a sea of legalese and irrelevant content. Much of the content is not well utilized and not personalized. Generative AI brings a wealth of promise to understanding and curating this sea of content, but many of the teams that want to leverage it don’t have access to AI and machine learning expertise. To create this investor experience at scale, MyWealthAI needed the proven data pipeline, vector database, and validation tools provided by Vectara’s Retrieval Augmented Generation, or RAG-as-a-Service.

MyWealth.ai is using Vectara to derive personalized content feeds for it’s foundational persona types, adjusting content for tone and language. One of the differentiators is the platform is real-time, and prioritization is based on recency. This delivers the most time-relevant content to users’ feeds.

With Vectara MyWealth.ai was able to:
  • Create personalized experiences for users of the platform accounting for tone and context
  • Condense down mountains of financial data into the most relevant and actionable insights
  • Leverage generative AI to summarize the results without loosing accuracy
  • Create assurance that the insights delivered were free of hallucinations and bias
MyWealth.AI Finserv Success Story Vectara
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