SolGuard

Inspiration

Imagine you're planning for your retirement and need to browse products offered by Sun Life. Sun Life provides a wide range of products, but you might not have the time to perform exhaustive research. Instead, you may want a chatbot that recommends personalized products tailored to your specific needs.

What it does

Our chatbot provides a platform for users to interact with the Sun Life website and receive personalized recommendations for insurance and investment products. By understanding the user's unique needs, the chatbot streamlines the decision-making process and enhances user experience. Our chatbot runs a local GPT model that operates without a server, ensuring that all personal information is stored safely and remains private.

How we built it

We leveraged the following technologies:

React.js for the front end, ensuring a seamless and interactive user interface.
FastAPI for the backend, providing a lightweight and efficient framework for handling requests.
LangChain for building the conversational RAG (Retrieval-Augmented Generation) system, enabling intelligent and contextual responses.
Local GPT model that runs entirely on the user's device, enhancing security and privacy.

Challenges we ran into

Ensuring data privacy while handling user queries and recommendations.
Fine-tuning the AI model to provide accurate and personalized responses.
Integrating LangChain effectively with FastAPI for optimal performance.
Designing an intuitive UI that enhances user engagement and ease of access.

Accomplishments that we're proud of

Successfully implementing a privacy-first local AI chatbot that doesn't rely on external servers.
Building a robust recommendation system that tailors product suggestions to individual users.
Creating a smooth and user-friendly interface that integrates seamlessly with Sun Life's ecosystem.
Optimizing the chatbot for efficiency and fast response times using FastAPI and LangChain.
Deploying a local GPT model that operates entirely on-device, ensuring maximum security and privacy.

What we learned

The importance of on-device AI processing for privacy and security.
Best practices in combining AI with financial services to improve user experience.
Deep insights into conversational AI architectures and how to enhance chatbot intelligence.
Strategies for scalable and efficient web applications using modern frameworks like React.js and FastAPI.

What's next for SolGuard

Integration with Sun Life's internal chatbot to provide a unified and improved user experience.
Expanding features to automate claims processing and enhance convenience for users.
Enhancing AI capabilities to offer even more accurate and context-aware recommendations.
Incorporating voice support for a hands-free, accessible experience.

By continuously improving and expanding, our chatbot aims to make financial planning easier, faster, and more personalized than ever before.