Expats Investment Chatbot

A lot of thought goes behind the financial planning for the expat clients of an investment firm. To destress the customers, investment firms provided financial advisors who could offer expert solutions or planning for expats. Since, human agents would always fall short behind AI, in terms of efficiency, financial advisors adopted chat automation to carry forward the same task without ever stopping. This chatbot for expat financial advisors can handle portfolio management that includes a financial plan, estate planning concerns, and tax advice. It also helps the customer overcome the challenge of foreign investment accounts by connecting them with a financial advisor consultant.