IBM Canada watsonx User Group

IBM Canada watsonx User Group

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Robo Advisor powered by watsonx for Wealth Management and Insurance

By Nitin Vikram posted Mon September 09, 2024 06:01 PM

  

I have been a proud and passionate learner and propagator of watsonx even though my role was automation CSM architect.

Generative AI and watsonx was intriguing subject to me so first I spent hundreds of hours to learn. I saw an immense possibility of using generative AI with automation and integration technically but when I started looking for the examples in business sector - I was hardly seeing anything beyond usage of GenAI in HR domain. Also I was appalled  to see how clients are considering GenAI techies to be a those looking for clients to be merely a target to do a pilot and do a POC to prove a point or test something. That was surprising for me when I saw already so much of efforts have gone in to create not only generic LLMs but light-weight models for specific usage with less foot prints. I felt the elephant in the room was being ignored both in terms of technology and business utilization.  Coming from a solid banking, finance and wealth management industry - in my experiments I felt as if I've discovered an expert advisor. I tried and tested for finance and insurance advice and with a little tuning I was able to achieve the results I intended. I wrote an article which could be interesting read and food for thought for client business leaders to start thinking using GenAI to give a structure to financial and insurance advice generation on LinkedIn  

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