WealthGuide's mission is to provide services for a 'Finance for Good Society'. As a fintech company, we are dedicated to helping customers solve their financial problems and achieve their financial goals by combining our patented Personal Finance Management(PFM) engine with Generative AI technology. Our goal is to improve financial well-being and promote sustainable practices for a better future.
PFAI-as-a-Service is an interactive personal financial management service offered to individual customers through GenAI and the PFM-RAG model. PFAI analyzes customer's financial data to generate lifetime cash flows, predict net worth at the time of death, and provide personalized financial planning and asset management advice using generative AI. PFM-RAG, PFAI's core technology, uses advanced technologies: NLP to analyze customer queries and direct actions, a personal financial management(PFM) engine to process financial information, a vector database to leverage financial knowledge, and LLM to convert contexts into responses.
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PFAI-as-a-Service is an interactive personal financial management service offered to individual customers through GenAI and the PFM-RAG model. PFAI analyzes customer's financial data to generate lifetime cash flows, predict net worth at the time of death, and provide personalized financial planning and asset management advice using generative AI. PFM-RAG, PFAI's core technology, uses advanced technologies: NLP to analyze customer queries and direct actions, a personal financial management(PFM) engine to process financial information, a vector database to leverage financial knowledge, and LLM to convert contexts into responses., country=Korea, exhibition_category=Exhibitor, hs_createdate=1730463618203, hs_lastmodifieddate=1731569155494, hs_object_id=19184980398, hs_object_source=INTEGRATION, hs_object_source_detail_1=OEM Integration, hs_object_source_id=1940923, hs_object_source_label=INTEGRATION, hs_pipeline=102713672, hs_pipeline_stage=186575225, hs_updated_by_user_id=68932678, hs_was_imported=true, id=19184980398, individual_page_type=[Exhibitor], logo_image_url=https://24345494.fs1.hubspotusercontent-na1.net/hubfs/24345494/SFF%202023/Sponsor-Exhibitor/wealthguide_logo_400x20020241017_094248-Nov-01-2024-12-20-18-8513-PM.png, product_and_service=[AI & Machine Learning, Blockchain & Web3, Cloud Computing, Digital Assets, Financial Infrastructure], product_and_service_v2=[AI_Machine_Learning, Blockchain_Web3, Cloud_Computing, Digital_Assets, Financial_Infrastructure], product_and_services_oem_data=AI & Machine Learning; Blockchain & Web3; Cloud Computing; Digital Assets; Financial Infrastructure, product_name_1=PFAI as-a-Service, product_shortcut_1=PFAI-as-a-Service is an interactive personal financial management service provided to individual customers through integrating public and private finance data using the Open Finance API. PFM-RAGx utilizes natural language processing (NLP) technology to analyze the intent of customer questions and provide necessary instructions. It also employs a personal financial management (PFM) engine for analyzing and processing MyData, along with Vector DB technology that leverages relevant personal financial management knowledge. A large-scale language model (LLM) converts context generated by PFM-RAGx into responses for customers., record_type=[Exhibitor], sff_path=wealthguide, sff_sponsor_and_exhibitor_name=WEALTHGUIDE, sort_type=W, status=Active, unique_reference_number=EX10518, website=http://www.pfai.co.kr, zone=NA})
PFAI as-a-Service
PFAI-as-a-Service is an interactive personal financial management service provided to individual customers through integrating public and private finance data using the Open Finance API. PFM-RAGx utilizes natural language processing (NLP) technology to analyze the intent of customer questions and provide necessary instructions. It also employs a personal financial management (PFM) engine for analyzing and processing MyData, along with Vector DB technology that leverages relevant personal financial management knowledge. A large-scale language model (LLM) converts context generated by PFM-RAGx into responses for customers.
Products and Services
Products and Services |
Description |
PFAI as-a-Service |
PFAI-as-a-Service is an interactive personal financial management service provided to individual customers through integrating public and private finance data using the Open Finance API. PFM-RAGx utilizes natural language processing (NLP) technology to analyze the intent of customer questions and provide necessary instructions. It also employs a personal financial management (PFM) engine for analyzing and processing MyData, along with Vector DB technology that leverages relevant personal financial management knowledge. A large-scale language model (LLM) converts context generated by PFM-RAGx into responses for customers. |