Proceedings of International Conference on Computer Science and Communication Engineering (ICCSCE 2025)

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Financial and investment Advise Bot

Authors
Sonali S. Antad1, *, Rahul N. Solanke1, Rohit Pandita1, Yash Kulkarni1, Soham R. Pardeshi1
1Department of Computer Engineering, Vishwakarma Institute of Technology, Pune, India
*Corresponding author. Email: sonali.antad@vit.com
Corresponding Author
Sonali S. Antad
Available Online 4 November 2025.
DOI
10.2991/978-94-6463-858-5_22How to use a DOI?
Keywords
AI chat-bot; financial advisory; personalized investment advice; natural language processing; machine learning; financial literacy; budgeting; retirement planning; user engagement
Abstract

The issue of inability to obtain personalized investment advice has remained a significant problem in the financial service industry due to prohibitive costs and limited access to traditional advisory services. The present study outlines an AI-based chatbot with a view to providing accessible financial advice in investment strategies and comprehensive financial planning assistance. The chatbot generates unique recommendations for budgeting, investment management, and retirement planning by incorporating real-time data through financial institution APIs. The chatbot system employs advanced NLP techniques and ML algorithms for the continuous improvement of its functionalities. Data privacy and regulatory compliance apparatus are implemented at the preprocessing stage to assure that any and all user information is kept relevant. The results from this research show that the chatbot can give timely and relevant advice, subsequently imbibing financial literacy and informed decision-making. The paper furthermore discusses the general implementation of AI in financial advisory services and highlights future developments to enhance inclusivity.

Copyright
© 2025 The Author(s)
Open Access
Open Access This chapter is licensed under the terms of the Creative Commons Attribution-NonCommercial 4.0 International License (http://creativecommons.org/licenses/by-nc/4.0/), which permits any noncommercial use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license and indicate if changes were made.

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Volume Title
Proceedings of International Conference on Computer Science and Communication Engineering (ICCSCE 2025)
Series
Advances in Computer Science Research
Publication Date
4 November 2025
ISBN
978-94-6463-858-5
ISSN
2352-538X
DOI
10.2991/978-94-6463-858-5_22How to use a DOI?
Copyright
© 2025 The Author(s)
Open Access
Open Access This chapter is licensed under the terms of the Creative Commons Attribution-NonCommercial 4.0 International License (http://creativecommons.org/licenses/by-nc/4.0/), which permits any noncommercial use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license and indicate if changes were made.

Cite this article

risenwbib
TY  - CONF
AU  - Sonali S. Antad
AU  - Rahul N. Solanke
AU  - Rohit Pandita
AU  - Yash Kulkarni
AU  - Soham R. Pardeshi
PY  - 2025
DA  - 2025/11/04
TI  - Financial and investment Advise Bot
BT  - Proceedings of International Conference on Computer Science and Communication Engineering (ICCSCE 2025)
PB  - Atlantis Press
SP  - 245
EP  - 253
SN  - 2352-538X
UR  - https://doi.org/10.2991/978-94-6463-858-5_22
DO  - 10.2991/978-94-6463-858-5_22
ID  - Antad2025
ER  -