CSE498, Collaborative Design, Spring 2024
Computer Science and Engineering
Michigan State University

Ally Financial, headquartered in Detroit, Michigan, is a leading entity in the U.S. financial services industry, known for its extensive list of offerings including banking, investing, and auto financing. With a strong customer base that includes over 2 million depositors and 4.5 million individuals utilizing its financing and leasing options, Ally is at the forefront of revolutionizing financial interactions through technology.

In today’s financial landscape, investors are faced with the daunting task of sifting through vast amounts of information to make well-informed decisions. As a result, investors sometimes struggle to obtain the specific information they need about Ally promptly and effectively. There is a need for straightforward access to financial insights without the constraints of traditional research methods.

Our Shareholder Engagement Chatbot is an artificial intelligence-powered solution that enhances investor relations and addresses the obstacles associated with obtaining financial information. It enables investors to navigate the complexities of dense financial reports in a quick and conversational manner, while staying on topic and protecting any private information.

Available to the public and equipped with the most up-to-date information, the chatbot provides real-time responses to financial queries. Source citations are provided that include document links for transparency, along with example questions to guide investors who may need a starting point for their inquiries.

Our system quickly and effectively answers shareholders’ questions, improving relations and transparency.

Our software is written in Python and JavaScript, leveraging multiple Amazon Web Services for authentication, data storage, and deployment. Its generative capabilities derive from interfacing LangChain with Amazon Bedrock’s foundation models.