Where Generative AI Meets Finance: A Voice Consultation Chatbot for Loans

To address the lack of personalized consultation, a limitation of non-face-to-face finance, an AI loan voice consultation chatbot was developed that listens to users' concerns through voice and recommends customized products.

The entire service is based on real-time communication via WebSocket, and operates as a pipeline integrated with AWS AI services. Amazon Transcribe converts voice to text, Amazon Bedrock's Anthropic Claude model generates the optimal response, and then Amazon Polly synthesizes the voice again to deliver it to the user.

For data security, synthetic data was generated to resolve personal information issues, and RAG (Retrieval-Augmented Generation) technology was introduced to strengthen the loan product recommendation function optimized for the user's situation.