Chatbot, Knowledge Graphs, and AI Infrastructure

In Part IV, contributors from Ping An OneConnect, NVIDIA, and APG Asset Management discuss a range of other AI and big data applications that are being developed for the financial services industry. These experts share insights into developing intelligent customer service systems powered by artificial intelligence (AI); building “factories” for complex data processing, AI, simulation, and visualization; and leveraging symbolic AI.

There is a pressing need for financial institutions to convert their customer service systems into intelligent digital systems to improve customer service responsiveness, optimize service experience, reduce costs, and boost efficiency. In Chapter 9, Ping An OneConnect’s chief scientist makes the case for AI-enabled intelligent customer service by demonstrating key business applications, as well as the underlying technologies.

In Chapter 10, NVIDIA’s head of financial technology unveils an implementation roadmap for deploying the most recent technologies, such as accelerated computing platforms, and infrastructures, such as “factories” for complex data processing, AI, simulation, and visualization. He applies natural language processing, explainable AI, and geospatial AI to real-world use cases, such as diversified portfolio construction and ESG investing.

In the final chapter, APG Asset Management’s head of research and analytics real assets demonstrates how an automated real estate portfolio management solution based on symbolic AI can help an investment team. The author explains that embedding nontraditional investment skill sets such as ontology building, data engineering, and software engineering within the investment department is key to establishing an automated digital portfolio management solution.