HyperHack-2023 - Portfolio Manager

HyperHack-2023 - Portfolio Manager

Use Case Description

Introducing Portfolio Manager Application. One Application to plan your investments, understanding your risk appetite and various factors.
No more emotional decisions when it comes to investing. User need to enter some prerequisite and will create a personalized portfolio with integration with Open AI.

AS-IS WORKFLOW, TO-BE WORKFLOW

Other information about the use case

Industry categories for this use case: BFSI, Customer Service, Finance, Banking, Public Sector

Skill level required: Intermediate

UiPath Products that were used: UiPath Studio, UiPath Assistant, UiPath Insights

Other applications that were used: Power Apps, 3rd Party API’s

Other resources: -

What is the top ROI driver for this use case?: Minimize risk and ensure compliance in operations

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