Melegacy AI is a sophisticated chatbot developed using Copilot Studio, designed to assist users in managing their investments and legacies seamlessly. This chatbot offers a range of features from buying stocks and predicting stock performance to sharing legacy information and performing charitable activities. With Melegacy AI, you gain a comprehensive tool for both financial management and personal legacy planning.
Financial Technology
AI-Driven Investment & Legacy Management
Personal Finance & Charitable Planning
The customer required an advanced chatbot that could effectively manage investments and legacy information. The main requirements were tools to maintain and distribute legacy data, functionality to assist stock transactions and provide predictions based on past data, and a safe and easy-to-use authentication system for chatbot access. The client additionally asked for the ability to conduct charity endeavors and to store all financial and personal data in a secure manner. The objective was to develop a complete solution that guarantees data security and user pleasure while streamlining legacy maintenance and investment decisions.
Users enter the amount they wish to invest. Users confirm their investment, and the bot calculates the number of shares that can be purchased.
Legacy Overview: Users can view a list of nominees who have received shares of their legacy.
Login: Users log in with a username and password. Registration: New users create an account using an email address, username, and password.
Charity Details: Users input charity information and complete a form, which is then stored securely.
Historical Data: The bot uses historical stock data to predict future performance.
Users specify whether they want to share their legacy with a child or another individual. The bot assists users in filling out the necessary details.
Ensuring the safety of user logins and personal data
Developing an accurate stock prediction model using historical data.
Incorporating Nasdaq API for up-to-date stock information.
Creating a user-friendly and engaging interface that encourages regular use and trust.
he project commenced with a detailed planning phase, where clear objectives and project scope were established through in-depth discussions with the client.
These discussions ensured a comprehensive understanding of the client’s specific needs. Key milestones were set to guide the project through its various stages. Copilot Studio was chosen for its robust features, making it an ideal platform for developing the chatbot.
During this phase, decisions were made to integrate the Nasdaq API for real-time stock data and machine learning models for stock predictions, ensuring the chatbot would deliver precise and timely information.
The build phase focused on turning the vision into reality. The initial steps involved implementing secure authentication processes to safeguard user data.
With these foundational elements in place, the development team created the core features of the chatbot, such as stock purchasing and legacy management functionalities.
The integration of the Nasdaq API enabled the chatbot to provide up-to-date stock information, while machine learning models were employed to predict future stock performance.
Additional features, including charitable donations and legacy sharing, were also developed. The design emphasis throughout this phase was on crafting a user-friendly and engaging interface to enhance the overall user experience.
A rigorous testing process was undertaken to ensure the chatbot functioned as intended.
Components were individually tested to confirm their proper operation, followed by integration testing to ensure seamless interaction between features.
User acceptance testing (UAT) involved real users engaging with the chatbot to verify that it met their needs and expectations.
Feedback from these tests was used to make necessary improvements. Additionally, security testing was conducted to ensure robust protection of user data against potential threats.
Following successful testing, the chatbot was rolled out to a selected group of users for initial feedback.
This phase involved close monitoring of the chatbot’s performance and collecting feedback to identify any issues or areas for enhancement. Adjustments were made based on this feedback to optimize functionality and user experience.
After the official launch, ongoing support was provided to address any emerging issues and to ensure the chatbot continued to meet user needs effectively.
We used special tools and software to build the GovWins Web Application, making sure everything worked well together. Here’s what we used:
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The Melegacy AI Chatbot delivers a powerful and user-friendly platform for managing investments and legacy planning. By integrating stock prediction capabilities and a seamless interface, the chatbot addresses key client pain points, providing a reliable and secure solution. Users benefit from enhanced investment insights and efficient legacy management, achieving their financial and personal goals with ease.
Effective communication is possibly the most important component of knowing one another. Typically, a QServices team makes use of Microsoft Team, Skype, etc. We are also willing to use any other communication tools that you want.
Software development outsourcing companies like QServices are well known for their outstanding support and services, including task management, project tracking, dedicated QA, dedicated project managers, free assistance in certain pricing modules, etc.
Our developers use project management tools like GitHub, DevOps, and we always follow to Agile, Jira development approaches, which will allow clients track the project’s success either directly or indirectly.
After the hiring is done, there are no additional costs. We’re developing three different engagement models, like;
When a business hires a third party to provide unique software solutions, the processes of outsourcing and software development are involved. Prior to receiving a team of dedicated developers and a dedicated project manager, you can call us or contact us via email and describe in detail what you need.
Undoubtedly, the members of our development team speak excellent English. This makes it simple for you to coordinate with them and conduct any necessary business without difficulty.
Our team of skilled developers has a combined experience of nearly seven years. They have extensive experience creating such projects using a variety of development methodologies. Because of this, you can rely on.
In times of need, we provide software maintenance, upgrading services, and upgrades that benefit you and your clients. Use our services to improve the workflow and implementation of your business.
Indeed, given that we have a group of skilled engineers with broad platform experience, we are the perfect choice for any project.
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