AI Financial Research Chatbot

This industry practicum showcases the development of an AI research chatbot designed to enhance financial data retrieval for liquidity analysts and risk managers. Built as part of an industry collaboration with the Royal Bank of Canada, this solution leverages Retrieval-Augmented Generation (RAG), optimized embeddings, and vector search to deliver precise, real-time financial insights.

The AI-driven chatbot automates policy and research document retrieval, significantly reducing manual search time from minutes to under 3 seconds. By integrating GPT-4o, ChromaDB, and advanced query ranking techniques, the system improves accuracy, scalability, and efficiency for financial decision-making.

The presentation below provides a detailed breakdown of the user insights, technology stack, model evaluation, business impact, and future enhancements. Explore how AI is transforming financial research and enabling faster, data-driven decisions at an enterprise scale.