Fidelity launches Conversational AI Retirement Calculator

Fidelity launches Conversational AI Retirement Calculator
Screenshot from the Fidelity UK website

It's great to see how investment giant Fidelity is using Conversational AI – or some rather advanced chatbot technology – to help customers understand whether they are on track for saving for retirement.

It's a good use of the technology and I'd expect to see this kind of approach integrated into some kind of wider Financial Services 'agent' in future.

You can have a play with the bot by clicking the 'Get Started' button on this page on the Fidelity website. Here's a screenshot:

From the chatter I saw on LinkedIn, it looks like Fidelity partnered with the team at Wealth Wizards to help deliver the service so if you're interested to find out more, drop a note over to Tony Vail, the company's Co-founder.

Good luck Fidelity and I hope to see more innovations like this in future.

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