Agentic AI Trading Assistant for Seneca – Case Study | Navsoft

Seneca is a leading trading platform in Colombia. They specialize in providing trading and investment solutions.

Industry: Finance
Business Type: B2C
Services: Agentic AI Development
Tools & Technology: RAG Architecture LangChain OPENAI

Critical Business Challenges

Limited Financial Knowledge:
Struggling to onboard aspiring investors who lack a strong financial knowledge base.
Lack of Reliable Resources:
New investors struggle to find reliable information that caters to their learning style.
Time-Consuming Market Updates:
Staying updated in the rapidly changing market can be time-consuming.

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Navsoft’s Solution

AI Agent Development:
We deployed a context-based AI Agent, Amelia, on the Seneca platform.
Financial Guidance:
Amelia provides curated information for any financial query, from investing basics to advanced trading strategies.
Market Updates:
Amelia provides real-time market updates and trends to help users make informed investment decisions.
Personalized Assistance:
Amelia simplifies the onboarding process. It provides end-to-end handholding for account creation and identity verification.

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Key Results

53% Increase in User Engagement
Increased Revenue
Reduced Operational Costs
Automated Customer Service

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From Vision To

Execution For 800+ Clients

Standard Chartered

Signature System Group

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