transforming financial advisory services
transforming financial advisory services

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reachX, reachX,reachX, reachX,reachX, reachX,reachX, reachX,reachX, reachX,

OpenAI models
Contextual and Generative AI
Database
NLP chatbot

Introduction

ReachX, a platform for deal management and business advisory, is crucial in aiding companies’ scalability. Focused on streamlining resource and funding discovery, ReachX empowers businesses to connect with top financial advisors.

Strategically partnering with Studio Graphene, ReachX optimised its vast 7000+ advisor database using cutting-edge AI. The goal was efficient information harnessing, providing clients with a more targeted and responsive service.

Drive Fuze
Drive Fuze

Solution

Through Contextual and Generative AI, Studio Graphene crafted a tool for the rapid identification of advisors or teams tailored to specific client needs. This innovative solution allows ReachX to pull together the optimal advisory team, ensuring a precise match to client requirements.

The tool’s unique ability to assimilate a team ensures the best outcomes for clients. This AI-driven approach enabled ReachX to promptly and effectively respond to client requirements, offering a customised and optimised experience surpassing traditional manual methods.

Results

Integrated openAI models with Python to create a resume parser for summarising advisor resumes.

Developed an NLP chatbot with a custom ML intent classifier for understanding and responding to user queries.

Stored summarised resumes in a vector database using openAI models for quick access.

Utilised openAI models to efficiently process user queries and retrieve matching results from the vector database.

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