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RE•WORK Virtual Assistant Summit 2017

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CTO of Abe, Sam Artioli, gave a talk called A Virtual Personal Finance Specialist for the 99%. He explored the impact that personified messaging products can have on a person’s day-to-day life and the vision that drives us at Abe. Our mission is to build a cognitive intelligence that thinks and acts to optimize the financial health of our users.

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RE•WORK Virtual Assistant Summit 2017

  1. 1. @abethebot | abe.ai A Virtual Personal Finance Specialist for the 99%
  2. 2. @abethebot | abe.ai Sam | CTO @abethebot
  3. 3. @abethebot | abe.ai
  4. 4. @abethebot | abe.ai Our vision is to build a cognitive intelligence that “thinks” and “acts” to optimize the long-term financial health of a user.
  5. 5. @abethebot | abe.ai 57% of Americans are struggling financially. JENNIFER TESCHER CEO THE CENTER FOR FINANCIAL SERVICES INNOVATION
  6. 6. @abethebot | abe.ai 47% of Americans live on a financial cliff, unable to come up with $400 of cash in the event of an emergency.
  7. 7. @abethebot | abe.ai Managing money is hard. It’s harder when you don’t know how to do it or have the time to do it.
  8. 8. @abethebot | abe.ai
  9. 9. @abethebot | abe.ai Reduce the cognitive load
  10. 10. @abethebot | abe.ai Where are you now? Where are you going? • Cash Flow Predictions • Prescribed Budgeting • Modify Behavior
  11. 11. @abethebot | abe.ai THINK ACT
  12. 12. @abethebot | abe.ai THINK • Aggregate Data • Enrich Data • Predict • Identify Opportunities
  13. 13. @abethebot | abe.ai ACT • Nudge the User • Gather Information • Repeat
  14. 14. @abethebot | abe.ai
  15. 15. @abethebot | abe.ai Under the TopHat • Deep Learning • Transactions • Dialogue • Platform Broker • NLU • State • Short Term Memory
  16. 16. @abethebot | abe.ai Emerging • Financial Feature Sets • Impulse Savings • Conversation as a means to planning
  17. 17. @abethebot | abe.ai Thank You

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